Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.

VANILLA CAREERS

Help us disrupt estate planning

Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.

So that’s what we’re doing at Vanilla. We’re not just rebuilding estate planning—we’re redefining it. We’re taking on a complex, highly regulated space that’s full of big problems to solve. We’re moving fast, building something completely new, and there’s as much work as there is opportunity. We’re looking for people who share our belief that everyone deserves to create a meaningful legacy, as well as our excitement to be the ones to help make it happen.

WORKING WITH US

With a career at Vanilla, you will

Use the skills you’ve honed to develop a first-of-its-kind product at a startup that cares more about industry longevity than spectacle.

Work collaboratively with talented people across the country in a fully remote or hybrid work environment.

Enjoy the autonomy to self-direct and self-manage your workday, spending less time in meetings and more time focusing on meaningful work.

Work in a fast-paced environment with real benefits rather than quirky office perks.

Trusted by leaders in wealth management

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Balentine is a customer of Vanilla

TEAM SPOTLIGHTS

Meet the Vanilla team

Product designer

Tiffany Chung

Tiffany is a product designer based in Los Angeles, California.

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Growth Marketing Manager

Nick Tran

Nick is in charge of our marketing systems and operations working out of New Jersey.

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Customer Success Manager

Missy Bock

Missy is a Customer Success Manager based in Toledo, OH.

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Designer

Aitana Cantú

Aitana is a Designer based in Los Angeles, CA.

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