Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Backed by Insight.
About the role
Integrations are how our product works inside customers' real environments, and where our delivery risk concentrates. We're hiring a senior PM to own that surface end to end: someone who writes specs precise enough to prevent late stage rework, and who has the credibility to sit across from a partner's product and engineering leads and change their approach when it doesn't fit our use case. This is a senior IC role with minimal direction.
What they're looking for
- Required
- 6+ years in product management, with at least 3 years owning integrations, APIs, platform, or partner-facing products
- A demonstrable track record of shipping non-trivial third-party integrations — ideally several — where you personally owned the requirements
- Real technical depth: you read API documentation effortlessly, can test endpoints yourself, reason about data models and sync architecture, and hold your own in an engineering design discussion without being the engineer
- Written specification skills strong enough that engineers reference your docs rather than re-interview you
- Direct experience negotiating technical approach with external partners or vendors, including at least one case where you changed their plan
More about this role
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.
This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania,...
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