Senior Product Manager

For financial advisors and wealth managers, the landscape of client expectations is constantly evolving. Clients are no longer satisfied with simple investment management; they seek holistic financial advice that encompasses all aspects of their financial lives, including the often complex and emotionally charged area of estate planning. Many advisors find themselves ill-equipped to provide comprehensive estate advisory services, a process that has historically been slow, expensive, and confusing. This is where Vanilla steps in. We provide a leading estate advisory platform designed to empower advisors to deliver a modern, streamlined, and deeply valuable estate planning experience to every client.

Our platform was built to address the critical need for accessible and efficient estate planning. We understand that for many people, the idea of estate planning is daunting, and they often believe they don't have enough assets to warrant it. Vanilla helps advisors educate their clients on the true value of a well-structured estate plan, which goes far beyond just a will. Our software enables advisors to visualize complex estate structures, model different scenarios, and clearly communicate the long-term benefits of various strategies. By simplifying the process, we help advisors deepen their client relationships, foster connections with the next generation, and ultimately grow their assets under management. We are dedicated to transforming estate planning from a dreaded obligation into a meaningful and collaborative process that helps individuals and families secure their financial futures and create a lasting legacy.