Senior Manager, Marketing

Senior Manager, MarketingAbout Willow WealthWillow 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 RoleWillow 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. Key ResponsibilitiesOwn the customer journey and segmentation strategyDefine and evolve the end-to-end customer lifecycle, from awareness and onboarding through conversion, engagement, and retentionDevelop audience segmentation strategies based on behavioral, transactional, and predictive data to deliver relevant, personalized communications at scaleAlign lifecycle initiatives to business goals and continuously prioritize based on data and customer behaviorOwn personalization strategy ensuring messaging reflects each investor's lifecycle stage, product holdings, and on-platform behaviorOwn retention and reactivation programs including win back journeys, lapse prevention, and re-engagement campaigns for dormant investorsExecute 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 journeyWrite and produce high-quality direct marketing copy for email sequences, one-pagers, social content, launch announcements, and investor-facing materialsDrive conversion, cross-sell, and relationship deepening through well-timed, well-targeted communications that move investors to actionOwn measurement and program optimizationDefine and track KPIs across the lifecycle; build reporting routines that surface performance clearly and quicklyLead a test-and-learn roadmap to continuously improve conversion, retention, and customer lifetime valueCollaborate with data and marketing technology teams to strengthen automation, audience targeting, and measurement capabilitiesDrive specific revenue outcomesTake direct ownership of marketing's contribution to investor acquisition, activation, and retention targetsTranslate program performance into actionable insights and strategic recommendations for leadershipPartner and lead collaborativelyWork closely with CRM, Product, Product Strategy, and customer-facing teams to align lifecycle programs with platform capabilities, product launches, and broader go-to-market momentsPartner with Data to apply predictive models and propensity scoring to lifecycle targetingWork within compliance guidelines to ensure all communications meet regulatory requirements QualificationsBachelor's degree in Marketing, Communications, Business, Finance, or a related field6–8 years of progressive marketing experience in wealth management, asset management, fintech, private markets, or financial servicesProven track record of owning and executing direct marketing programs that drive measurable revenue...