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.

Key Responsibilities

• Deliver clear, confident, and consistent responses to investment- and portfolio-related inquiries, including performance context, reporting interpretation, and platform navigation
• Be available for support via email and scheduled calls to high-net-worth clients
• Develop fluency across asset classes and private markets to effectively contextualize client portfolios
• Collaborate with investment, product, and operations teams to improve reporting, communication, and overall client experience
• Identify and surface potential sales opportunities, providing warm handoffs to the sales team
• Capture and communicate recurring client feedback to inform product and operational improvements

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

What’sin it for you

Competitive compensation package, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

This is a New York-based role. 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.

About Willow Wealth

Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of your portfolio. That’s why we’re expanding access to make it easier to get started. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market.