... robo-advisor"), Willow 360. In this role, you will help scale two of Willow's most strategic product lines by supporting the development of differentiated positioning, compelling messaging, and high ...
... robo-advisor"), Willow 360. In this role, you will help scale two of Willow's most strategic product lines by supporting the development of differentiated positioning, compelling messaging, and high ...
SVP, Consumer Digital Product
San Diego, CA ยท On-site +1
$190K - $250K/yr
Anticipate competitive and market trends in fintech, wealth management, deposit products, robo-advising, small business banking, and securities/crypto trading. * Champion a customer-first, digital ...
New
SVP, Consumer Digital Product
San Diego, CA ยท On-site +1
$190K - $250K/yr
Anticipate competitive and market trends in fintech, wealth management, deposit products, robo-advising, small business banking, and securities/crypto trading. * Champion a customer-first, digital ...
New
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...
Senior Mobile Engineer, Invest
Seattle, WA ยท On-site +1
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SoFi Invest is SoFi's new investment platform that includes our market-leading robo-advisor, and online brokerage (stock, ETF, and mutual funds trading) products. On our team, you will be in the ...
Senior Mobile Engineer, Invest
Seattle, WA ยท On-site +1
$151K - $190K/yr
SoFi Invest is SoFi's new investment platform that includes our market-leading robo-advisor, and online brokerage (stock, ETF, and mutual funds trading) products. On our team, you will be in the ...
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Senior Software Engineer, Invest
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Corporate Counsel
Palo Alto, CA ยท Remote
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Quick apply
Corporate Counsel
Palo Alto, CA ยท Remote
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Manager, Investment Product Marketing
New York, NY ยท On-site
$168K/yr
... robo-advisor"), Willow 360. In this role, you will help scale two of Willow's most strategic product lines by developing differentiated positioning, compelling messaging, and high-performing ...
Manager, Investment Product Marketing
New York, NY ยท On-site
$168K/yr
... robo-advisor"), Willow 360. In this role, you will help scale two of Willow's most strategic product lines by developing differentiated positioning, compelling messaging, and high-performing ...
Corporate Counsel
Palo Alto, CA ยท On-site
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Corporate Counsel
Palo Alto, CA ยท On-site
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Corporate Counsel
Palo Alto, CA ยท On-site +1
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Corporate Counsel
Palo Alto, CA ยท On-site +1
$184K - $225K/yr
Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is currently seeking a talented and detail-oriented Corporate Counsel to join its Legal team. Our new Corporate ...
Sr Manager, Digital Product Management
$125K - $165K/yr
In this role, you will lead the backlog and delivery of portfolio management capabilities supporting Schwab's robo-advisor product - Schwab Intelligent Portfolios (SIP). This role is accountable for ...
Sr Manager, Digital Product Management
$125K - $165K/yr
In this role, you will lead the backlog and delivery of portfolio management capabilities supporting Schwab's robo-advisor product - Schwab Intelligent Portfolios (SIP). This role is accountable for ...
Product Manager, Engagement
New York, NY ยท On-site
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Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
Product Manager, Engagement
New York, NY ยท On-site
$112K - $167K/yr
Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
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New York, NY ยท On-site
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Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
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Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
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New York, NY ยท Hybrid
$35/hr
Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
New
Engineering Intern
New York, NY ยท Hybrid
$35/hr
Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms
New
Robo Advisor information
See salary details
$12.02 - $15.06
6% of jobs
$15.06 - $18.09
15% of jobs
$18.73 is the 25th percentile. Wages below this are outliers.
$18.09 - $21.13
19% of jobs
The median wage is $23.06 / hr.
$21.13 - $24.17
16% of jobs
$24.17 - $27.21
15% of jobs
$28.50 is the 75th percentile. Wages above this are outliers.
$27.21 - $30.24
11% of jobs
$30.24 - $33.28
7% of jobs
$33.28 - $36.32
5% of jobs
$36.32 - $39.36
2% of jobs
$39.36 - $42.40
2% of jobs
$42.40 - $45.43
2% of jobs
$12
$25
$45
How much do robo advisor jobs pay per hour?
What are the key skills and qualifications needed to thrive in the Robo Advisor position, and why are they important?
To thrive as a Robo Advisor, you need a solid understanding of finance, investment strategies, and data analysis, often supported by degrees in finance, economics, or computer science. Familiarity with financial planning software, automated portfolio management platforms, and relevant certifications such as CFA or CFP are commonly expected. Strong analytical thinking, customer service orientation, and the ability to explain complex concepts simply will help you excel. These skills ensure you can effectively leverage technology to provide accurate, client-focused investment advice while maintaining regulatory compliance.
What is a Robo Advisor job?
A Robo Advisor job involves developing, managing, or improving automated investment platforms that provide financial advice using algorithms. Professionals in this role work on areas like portfolio management, risk assessment, and client experience optimization. They may be responsible for coding algorithms, analyzing financial data, or ensuring compliance with regulations. The job requires expertise in finance, technology, and data analysis.
What does a typical day look like for someone working as a Robo Advisor?
A typical day for a Robo Advisor involves monitoring client portfolios, analyzing market trends, and using digital platforms to adjust investment allocations as needed. You may also interact with clients through digital channels to answer questions, provide personalized recommendations, and ensure their financial goals are being met. Collaboration with product managers, software developers, and compliance teams is common to enhance advisory algorithms and address regulatory changes. The role combines both analytical and client-facing tasks, requiring adaptability and strong attention to detail.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
This job post hasย expired today.ย Applications are no longer accepted.
Job description
Willow Wealth is a leading private markets investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That's why we're expanding access to make it easier to get started. We partner with experienced 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.
About the Role
Willow Wealth is seeking an Associate, Investment Product Marketing (Managed Portfolios & Evergreen Funds) to join our growing Investment Product Management team, focused on accelerating the growth of our evergreen fund platform and automated investing solution ("robo-advisor"), Willow 360. In this role, you will help scale two of Willow's most strategic product lines by supporting the development of differentiated positioning, compelling messaging, and high-performing marketing programs. You will analyze investor behavior and product data to develop go-to-market strategies that drive product adoption and sales. The ideal candidate will bring a foundation in product marketing with exposure to registered funds, ETFs, and/or managed investing products.
Key Responsibilities
- Support the growth and adoption of Willow 360 and our evergreen funds suite through data-informed marketing initiatives and execution
- Conduct user research (interviews, surveys, feedback loops) and analyze sales and platform data to uncover insights around investor behavior and growth opportunities
- Develop clear, differentiated positioning and investor-facing narratives, helping translate complex private markets concepts into accessible messaging
- Help build and maintain foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
- Support the execution and optimization of campaigns across channels to drive awareness, conversion, and reinvestment behavior
- Collaborate cross-functionally with Product, Product Design, and Growth teams to share insights that inform roadmap and adoption strategies
- Partner with Customer Support and Sales to provide messaging support, training materials, and tools that reinforce product value propositions
- Participate in select client conversations to support product education and positioning within broader portfolio strategies
- Monitor and report on campaign and product performance against KPIs, helping identify opportunities to improve conversion, retention, and growth
- Conduct market and competitive research to better understand investor preferences, industry trends, and positioning opportunities
Qualifications
- 2+ years of marketing, sales, or investment products experience within financial services
- Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
- Ability to communicate cross-functionally with other departments
- Strong organizational and analytical skills
- Ability to plan and execute on multiple projects simultaneously
- Bachelor's Degree or equivalent experience
- Bonus points for experience with marketing interval/tender offer funds, ETFs/mutual funds, robo-advisors, and/or private markets sales/marketing
What's in it for you:
Competitive compensation packages, 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 90,000 to 110,000 annually, depending on experience and qualifications. This role may be eligible for a discretionary bonus and is eligible for equity compensation as part of the total compensation package.
About YieldStreet
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2014