Associate, Investment Product Marketing

Yieldstreet•New York, NY

4d•$90,000 - $110,000•Onsite

About The Position

Willow Wealth is seeking an Associate, Investment Product Marketing (Managed Portfolios & Evergreen Funds) to join our growing Investment Product Management team, focused on accelerating the growth of our evergreen fund platform and automated investing solution (“robo-advisor”), Willow 360. In this role, you will help scale two of Willow’s most strategic product lines by supporting the development of differentiated positioning, compelling messaging, and high-performing marketing programs. You will analyze investor behavior and product data to develop go-to-market strategies that drive product adoption and sales. The ideal candidate will bring a foundation in product marketing with exposure to registered funds, ETFs, and/or managed investing products.

Requirements

2+ years of marketing, sales, or investment products experience within financial services
Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
Ability to communicate cross-functionally with other departments
Strong organizational and analytical skills
Ability to plan and execute on multiple projects simultaneously
Bachelor's Degree or equivalent experience

Nice To Haves

Bonus points for experience with marketing interval/tender offer funds, ETFs/mutual funds, robo-advisors, and/or private markets sales/marketing

Responsibilities

Support the growth and adoption of Willow 360 and our evergreen funds suite through data-informed marketing initiatives and execution
Conduct user research (interviews, surveys, feedback loops) and analyze sales and platform data to uncover insights around investor behavior and growth opportunities
Develop clear, differentiated positioning and investor-facing narratives, helping translate complex private markets concepts into accessible messaging
Help build and maintain foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
Support the execution and optimization of campaigns across channels to drive awareness, conversion, and reinvestment behavior
Collaborate cross-functionally with Product, Product Design, and Growth teams to share insights that inform roadmap and adoption strategies
Partner with Customer Support and Sales to provide messaging support, training materials, and tools that reinforce product value propositions
Participate in select client conversations to support product education and positioning within broader portfolio strategies
Monitor and report on campaign and product performance against KPIs, helping identify opportunities to improve conversion, retention, and growth
Conduct market and competitive research to better understand investor preferences, industry trends, and positioning opportunities