About the RoleWillow 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.
