Chief Technology Officer

Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

Vanilla Unveils Vanilla Scenarios™ Advanced Planning: The First Instant Modeling and Unified Workflow Tool for Advisors

Vanilla Secures US Patent for Groundbreaking Estate Planning Technology for Financial Advisors

Vanilla Appoints Emily Tran as Vice President of Marketing to Accelerate Growth

Customer Success Manager

Vanilla is a startup focused on modernizing estate planning through its AI-powered estate advisory platform. As a Customer Success Manager, you will be the primary point of contact for customers, ensuring they maximize the value of Vanilla’s products and services while driving product adoption and identifying growth opportunities.

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