About Us

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.

Job Description

• Craft enterprise engagement strategies to build, grow and expand Vanilla’s footprint with large financial institutions in the U.S
• Manage large and complex sales processes with multiple internal and external stakeholders
• Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity
• Deliver polished presentations and product demonstrations that show deep understanding of the client's business needs and Vanilla’s value proposition
• Collaborate with colleagues across the organization including product, engineering, customer success, and marketing
• Timely and accurate pipeline and forecast management to help drive cross functional alignment and expectations
• Engage C-Suite at client organizations and within Vanilla to achieve goals
• Develop required client relationships and executive engagement to support long-term success
• Develop and execute on account-based sales strategies and plans for enterprise customers and prospects

• 8 years of full cycle sales experience, at least 3 years in Enterprise sales 
• Strong working knowledge of the Wealth Management space 
• Managing complex sales processes with the large financial institutions 
• Experience selling to the C-suite 
• Experience building a business case and delivering return on investment 
• Ability to build and deliver presentations to your customers 
• Proven successful experience in leading complex sales cycles 
• Excellent written and verbal communication skills
• Proven experience selling to large financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies and more. 
• Excellent presentation and executive engagement skills - Excellent negotiation skills 
• A self-starter who thrives in a startup and fast paced environment

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.