Director, Investor Services
Willow Wealth Partners
- Salary
- $170k - $190k
- Experience
- 10+ yrs
- Location
- New York City, New York, United States
- Job type
- Full-time
Required skills
- Intercom
- Salesforce
- Calendly
- Looker
About the role
10+ years in investor services or related fields, 3+ years leading teams, experience in regulated broker-dealer environment, hands-on CRM platform ownership, Series 24 required (or Series 7 with 45-day obtainment), strong analytical and cross-functional skills.
About Willow Wealth Partners
Private markets investment platform for accredited investors, offering curated alternative investments, diversified funds, and managed portfolios.
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