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Salary: USD 200,000 - 230,000 / annual
Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors including Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.
Willow Wealth is seeking a Director, Specialty Finance to lead the company's investing strategy across private credit, specialty finance, and other opportunistic areas of credit. This individual will report directly to the CIO and serve as a key member of the investments team. This is a strategic hire responsible for setting long-term investment vision and driving new originations in direct investments. Given Willow Wealth's retail orientation, this individual will play a critical role in earning investor trust through consistent performance, clear communication, and ongoing education.
The company is undergoing a strategic evolution to become a marketplace for retail investors to locate and evaluate private investments across the risk spectrum. This role will be instrumental in populating the marketplace through sourcing, evaluating, and closing direct deals. This requires forging and deepening relationships with top-tier managers, identifying and structuring differentiated investment opportunities, and ensuring the platform delivers on both performance and accessibility for Willow Wealth's retail investor base. The Director will additionally manage both internal and sub-advisory teams in connection with the ongoing management of Willow Wealth's existing portfolio of assets.
Key Responsibilities:
- Develop and execute a plan to bring private credit and specialty finance transactions to the platform across asset classes
- Participate in the firm's investment committee and help evaluate tactical investment decisions
- Partner with the CIO, CEO, President, CFO and others to align investments with company and investor goals
- Represent the firm externally with investors and industry partners
- Foster deep relationships with best-in-class asset managers to source investment opportunities for the platform
- Lead due diligence, structuring, and evaluation of new investment opportunities
- Drive the execution of investment ideas into offerings on the platform, partnering with internal teams through the investment committee process
- Oversee deal allocation and portfolio construction
- Manage sub-advisory relationships relating to Willow Wealth's existing portfolio of private credit and specialty finance assets
Requirements:
- 8-12 years of experience in investment management in increasingly senior roles with a demonstrable track record of delivering investment impact
- Deep familiarity across private credit, specialty finance, and asset-based lending
- Ability to navigate the complexities of investment structuring and execution
- Deep familiarity and connectivity with private market investment managers
- Strong private market knowledge to source high-quality managers across specialty finance and private credit while maintaining robust sourcing pipelines
- Bachelor's degree from a recognized university or institution of higher education (required)
- MBA, CFA, or equivalent experience (highly preferred)
