Associate, Investor Support
About the Role
Willow Wealth is seeking an Investor Support Associate to join our team, serving as a key point of contact for high-net-worth clients with complex private market portfolios. You will work directly with sophisticated investors to review portfolio performance, understand reporting, navigate the platform, and resolve nuanced investment-related questions with clarity and confidence. Team members are expected to develop a strong understanding of private markets, asset classes, and broader market dynamics to contextualize performance and reinforce investor confidence.
This is a high-impact, client-facing role measured by customer experience, retention, and consistency of execution, and requires close collaboration with sales, marketing, operations and product teams.
Qualifications
- 2–5+ years of experience in client service, investor relations, or a client-facing role within financial services or asset management
- Strong understanding of investment concepts and financial markets
- Clear and confident communicator, able to convey complex topics in a structured and digestible way
- High emotional intelligence with the ability to navigate sensitive or high-stakes client interactions
- Detail-oriented and solutions-driven, with a strong sense of ownership and follow-through
- Natural collaborator ready to connect with internal stakeholders and drive operational efficiencies designed to improve the client experience
- Curious and motivated to build a deeper understanding of private markets and investment products
- Comfortable operating in a fast-paced, evolving environment with high effort and focus
Pay
The base salary range for this position is USD 85,000 to 95,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Schedule
This is a New York-based role.