Chief, Direct Investments & Portfolio Strategy

Willow Wealth; New York (NY); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Health, dental & vision coverage

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

Job summary

Willow Wealth is seeking a Managing Director, Head of Direct Investments to lead our direct investing strategy across private credit, real estate and private equity. This role will report to the CIO and shape long-term investment vision while driving new originations for the platform.

The role requires deep private market knowledge, leadership experience, and the ability to build relationships with top-tier managers to source, evaluate, and close direct opportunities as the company scales its

Qualifications

• 12–15 years of investment management experience with leadership roles.
• Strong knowledge across private equity, credit, and venture capital.
• MBA or CFA or equivalent experience preferred.

Responsibilities

• Develop direct investment strategy and lead sourcing.
• Oversee due diligence, structuring, and deal execution.
• Manage direct deals, portfolio allocation, and sub-advisory relationships.

Skills

Investment management

Leadership

Private markets knowledge

Sourcing networks

Education

University degree

MBA or CFA preferred

Job description

Willow Wealth is seeking a Managing Director, Head of Direct Investments to lead our direct investing strategy across private credit, real estate and private equity. This role will report to the CIO and shape long-term investment vision while driving new originations for the platform.

The role requires deep private market knowledge, leadership experience, and the ability to build relationships with top-tier managers to source, evaluate, and close direct opportunities as the company scales its