About Us

Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Hightower trust Vanilla to model 16,000+ client estates, grow revenue, and expand relationships for generations to come.

Job Summary

We’re looking for a Product Manager to drive the development of key product features that enhance our platform’s value for advisors and clients. In this role, you’ll collaborate closely with engineering, design, and stakeholders to define, build, and launch impactful solutions.

As a Product Manager, you’ll play a crucial role in shaping the product roadmap, gathering insights, and delivering features that improve user experience and engagement. This position is ideal for a mid-level PM looking to take ownership of meaningful product initiatives in a fast-paced environment.

This is a remote position. You must be based in one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, or Washington, D.C.

Responsibilities

• Define and execute the roadmap for key product features, ensuring alignment with business goals and user needs.

• Partner with engineering and design teams to define, prioritize, and deliver high-quality product solutions that meet user needs.

• Collaborate with internal stakeholders, including customer success, sales, and marketing, to ensure alignment and effective communication of product changes.

• Conduct market research, analyze data, and gather insights from advisors and clients to continuously improve the product experience.

• Write clear and concise product requirements, user stories, and acceptance criteria.

• Track key performance metrics and use data to make informed product decisions.

• Help improve internal product development processes, ensuring efficiency and effective execution.

Required Qualifications

• 4+ years of experience in product management in a SaaS, B2B consumer facing product in financial services.

• Strong understanding of financial products, data aggregation, and/or advisor-client workflows is a plus.

• Experience collaborating with engineering and design teams in an agile environment.

• Excellent problem-solving skills, attention to detail, and ability to balance multiple priorities.

• Strong communication and stakeholder management skills, with the ability to translate complex technical topics into clear business value.

• Experience with product analytics, A/B testing, or data-driven decision-making.

• Familiarity with APIs, data integrations, and financial data aggregation is a plus.

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup

• Paid parking or transit for hybrid and in office employees

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.