Manager, Investment Product Marketing

Yieldstreet•New York, NY

4d•$115,000 - $135,000•Onsite

About The Position

Willow Wealth is seeking a Manager, 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 developing 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 strong foundation in product marketing with experience in registered funds, ETFs, and/or managed investing products.

Requirements

4+ years of marketing, sales, or investment products experience within financial services
Experience with registered funds, ETFs, and/or managed investing products
Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
Ability to lead and 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

Responsibilities

Drive the growth and adoption of Willow 360 and our evergreen funds suite through data-driven marketing strategy and execution
Conduct user research (interviews, surveys, feedback loops), alongside analysis of sales and platform data, to identify barriers, motivations, and opportunities for growth
Develop clear, differentiated positioning and investor-facing narratives, simplifying complex private markets concepts into accessible messaging
Build foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
Design and optimize campaigns across channels to drive awareness, conversion, and reinvestment behavior
Partner cross-functionally with Product, Product Design, and Growth teams to influence roadmap decisions that improve adoption
Enable the Customer Support and Sales teams with training, messaging, and tools to consistently communicate value propositions
Participate in client conversations as a subject matter expert, helping articulate how these products fit into broader portfolio goals
Track and evaluate campaign and product performance against KPIs to help continuously improve conversion, retention, and growth
Conduct market and competitive research to understand investor preferences, industry trends, and opportunities to strengthen our products