Senior Manager, Marketing

Senior Manager Of Marketing

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.

Key Responsibilities

• Own the customer journey and segmentation strategy
• Execute compelling direct marketing campaigns across channels
• Own measurement and program optimization
• Drive specific revenue outcomes
• Partner and lead collaboratively

Qualifications

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

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 140,000 to 170,000 annually, depending on experience and qualifications. This role is eligible for equity compensation as part of the total compensation package.