Associate, Investor Support
Job Details
You'll support high-net-worth clients navigating complex private markets portfolios by answering investment questions, interpreting performance reports, and building confidence across real estate, venture capital, private equity, and alternative assets. The role blends client service expertise with deep financial knowledge, requiring you to collaborate across teams while identifying upsell opportunities and surfacing feedback to improve the platform.
About the Role
Associate, Investor Support
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.
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's in 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.