Own and evolve Vanilla’s product vision aligned with company goals
Establish AI as a core platform capability, focused on real customer value
Translate strategy into a clear, prioritized roadmap across near- and long-term horizons

Build Customer & Domain Insight:

Develop deep expertise in advisor workflows and high-trust financial decisions
Lead discovery through research, interviews, and rapid validation
Ground decisions in user needs, market context, and product data

Own Product Performance:

Define and track key product and business metrics
Use data to inform prioritization and decision-making
Communicate progress and outcomes to leadership and stakeholders

Vanilla

Vanilla is an AI-powered estate advisory platform transforming wealth transfer across generations. They unify scenario modeling, client visualization, and document creation into one digital experience with a distributed team across the U.S., embracing flexibility and close connection.

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