Engineering

Education

Business Development

Arts and Design

Administrative

Product Management

Operations

Marketing

Support

Legal

Sales

Information Technology

Human Resources

Finance

Estate planning software for financial advisors and wealth firms

Founder

Worthy AI takes tax planning from several hours to 15 minutes

Vanilla, WealthFeed land new RIA partnerships

Vanilla and Callan Family Office Announce Strategic Partnership to Advance Estate Planning for Ultra-High-Net-Worth Families

Vanilla Extends Estate Planning to Carson Group's Network of 600+ Advisors

Customer Success Manager

Vanilla is a startup with ambitions to modernize estate planning through an AI-powered advisory platform. The Customer Success Manager will be the primary contact for customers, focusing on onboarding, product adoption, and growth opportunities.

Senior Engineering Manager

Vanilla is a startup aiming to modernize estate planning through an AI-powered platform. The Senior Engineering Manager will lead a small team of engineers, actively participate in coding, and drive technical and product strategies to align with business goals.

Senior Product Manager

Vanilla is a startup aiming to modernize estate planning through an AI-powered platform. The Senior Product Manager will lead the evolution of this platform, defining how advisors interact with it to better service their customers in a high-ambiguity environment.

Vanilla is a startup aiming to modernize estate planning through an AI-powered advisory platform. The Senior Product Manager will lead the evolution of the platform by defining user interactions and building new capabilities while balancing user needs and business priorities.

Vanilla is a startup aiming to modernize estate planning through an AI-powered platform. The Senior Product Manager will lead the evolution of the estate planning platform, defining how advisors interact with it while balancing user needs, legal constraints, and business priorities.