What are the responsibilities and job description for the Client Consultant, Private Client Group position at Willow Wealth?
About Willow Wealth
Willow Wealth is the leading private market investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier 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 with confidence.
All Willow Wealth offices follow a hybrid work model.
Willow Wealth is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. You will be responsible for growing and managing relationships with existing key clients and engaging with potential new members.
You’ll play a pivotal role in driving Willow Wealth’s growth by deepening relationships with private clients and turning engagement into measurable investment activity. Through proactive outreach, education, and personalized guidance, you’ll help investors build confidence in the platform and expand their private markets portfolios. This is a revenue-driven role where your ability to connect, influence, and convert interest into action directly contributes to our core growth metrics. You’ll collaborate closely with Customer Support and Onboarding, Investments, Marketing, and Product to deliver a seamless client experience that translates into long-term value for both the investor and Willow Wealth.
This is an opportunity to be part of a high-growth fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to private markets investment opportunities historically unavailable to most individual investors, and the work you do will directly impact this and our mission of empowering investors to grow their wealth outside the stock market by curating private markets offerings from top investment managers, all in one easy-to-use platform.
Key Responsibilities
Competitive compensation packages, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Commuter benefit
Life insurance
Total On-Target Compensation Range: USD 140,000 to 175,000 (Actual salary to be determined by the education, experience, knowledge, location, skills, and abilities of the applicant, internal equity, and alignment with market data.) The compensation package also includes equity in addition to the total on-target range.
Willow Wealth is the leading private market investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier 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 with confidence.
All Willow Wealth offices follow a hybrid work model.
Willow Wealth is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. You will be responsible for growing and managing relationships with existing key clients and engaging with potential new members.
You’ll play a pivotal role in driving Willow Wealth’s growth by deepening relationships with private clients and turning engagement into measurable investment activity. Through proactive outreach, education, and personalized guidance, you’ll help investors build confidence in the platform and expand their private markets portfolios. This is a revenue-driven role where your ability to connect, influence, and convert interest into action directly contributes to our core growth metrics. You’ll collaborate closely with Customer Support and Onboarding, Investments, Marketing, and Product to deliver a seamless client experience that translates into long-term value for both the investor and Willow Wealth.
This is an opportunity to be part of a high-growth fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to private markets investment opportunities historically unavailable to most individual investors, and the work you do will directly impact this and our mission of empowering investors to grow their wealth outside the stock market by curating private markets offerings from top investment managers, all in one easy-to-use platform.
Key Responsibilities
- Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients
- Educate investors to enhance their understanding of Willow Wealth’s investment strategy and the details of individual funds and offerings
- Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process
- Build and nurture high-value relationships by delivering investor-focused education and expectational service
- Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM
- 3-7 years of proven sales record within financial services or related fields
- Sales and/or client facing presentation skills
- Meticulous white-glove service experience and demonstrated investor-first orientation
- Ability to prioritize tasks, leads, and outreach based on analysis
- Experience meeting and exceeding metrics driven performance indicators
- Works well under pressure in a dynamic, high growth environment
- Interact and communicate effectively with new prospects, investors, departments and stakeholders
- Ability to navigate cross functionality and collaborate towards great client outcomes
- Strong interpersonal and relationship-building skills, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed
- Series 7 license
- Experience with private markets investments
- Prior work history in fintech or a fast growing start-up
- Series 65 or 66 license
Competitive compensation packages, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Commuter benefit
Life insurance
Total On-Target Compensation Range: USD 140,000 to 175,000 (Actual salary to be determined by the education, experience, knowledge, location, skills, and abilities of the applicant, internal equity, and alignment with market data.) The compensation package also includes equity in addition to the total on-target range.
Salary : $140,000 - $175,000