Senior Manager, Marketing

Yieldstreet•New York, NY

3d•$140,000 - $170,000•Onsite

About The Position

Willow Wealth is seeking a Senior Manager of Marketing to develop and lead its customer marketing strategy. This is a hands-on, execution-oriented role for a direct marketer who is equally comfortable setting strategy and building campaigns themselves. You will own the full customer lifecycle - from awareness through conversion, retention, and advocacy - and be directly accountable for driving revenue outcomes through disciplined, data-driven direct marketing. This role is for someone who will genuinely roll up their sleeves, bringing experience in wealth management, asset management, fintech, private markets, or financial services. You are a jack of all direct marketing trades: you can think through segmentation strategy in the morning, write a compelling email sequence in the afternoon, and pull a performance report before end of day.

Requirements

Bachelor's degree in Marketing, Communications, Business, Finance, or a related field
6–8 years of progressive marketing experience in wealth management, asset management, fintech, private markets, or financial services
Proven track record of owning and executing direct marketing programs that drive measurable revenue growth in a regulated environment
Demonstrated ability to operate end-to-end - from strategy through execution - independently and without heavy resourcing
Experience creating materials for complex financial products or highly regulated industries
Deep expertise in B2C direct marketing - lifecycle strategy, campaign execution, segmentation, and demand generation
Strong direct response writing skills; you craft copy that drives action, not just awareness
Results-oriented and metrics-driven; you measure everything and optimize relentlessly against conversion, retention, and lifetime value
Hands-on experience applying agentic AI tools and large language models in a marketing context - including using AI to accelerate campaign production, personalization at scale, and marketing automation
Able to bring this expertise to the broader marketing team and help build organizational capability in this area
Proficient with marketing automation, email service providers, CRM, and customer data platforms (Braze, Salesforce, Google Analytics, Looker, or similar)
Highly organized, pragmatic, and collaborative; effective across Product, Investments, Compliance, and leadership
Resourceful operator with ability to multitask and handle multiple projects simultaneously

Nice To Haves

Familiarity with private markets or alternative investments strongly preferred
Experience at a mid-stage startup is a plus

Responsibilities

Own the customer journey and segmentation strategy
Define and evolve the end-to-end customer lifecycle, from awareness and onboarding through conversion, engagement, and retention
Develop audience segmentation strategies based on behavioral, transactional, and predictive data to deliver relevant, personalized communications at scale
Align lifecycle initiatives to business goals and continuously prioritize based on data and customer behavior
Own personalization strategy ensuring messaging reflects each investor's lifecycle stage, product holdings, and on-platform behavior
Own retention and reactivation programs including win back journeys, lapse prevention, and re-engagement campaigns for dormant investors
Execute compelling direct marketing campaigns across channels
Build and manage multi-channel campaigns - email, SMS, and on-platform messaging - with a strong emphasis on the digital journey
Write and produce high-quality direct marketing copy for email sequences, one-pagers, social content, launch announcements, and investor-facing materials
Drive conversion, cross-sell, and relationship deepening through well-timed, well-targeted communications that move investors to action
Own measurement and program optimization
Define and track KPIs across the lifecycle; build reporting routines that surface performance clearly and quickly
Lead a test-and-learn roadmap to continuously improve conversion, retention, and customer lifetime value
Collaborate with data and marketing technology teams to strengthen automation, audience targeting, and measurement capabilities
Drive specific revenue outcomes
Take direct ownership of marketing's contribution to investor acquisition, activation, and retention targets
Translate program performance into actionable insights and strategic recommendations for leadership
Partner and lead collaboratively
Work closely with CRM, Product, Product Strategy, and customer-facing teams to align lifecycle programs with platform capabilities, product launches, and broader go-to-market moments
Partner with Data to apply predictive models and propensity scoring to lifecycle targeting
Work within compliance guidelines to ensure all communications meet regulatory requirements