
Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.

Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.
Category: AI-powered estate advisory platform for financial advisors and enterprise wealth firms
Founded: 2019
Headquarters: Salt Lake City, UT
Scale metrics: 40,000+ documents processed; connected to $250B+ in assets
Investors: Insight Partners, Venrock, Vanguard, Edward Jones Ventures, Michael Jordan
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Estate planning complexity and scalability for financial advisors and large wealth-management firms.
2019
FinTech / Estate planning software
$35,000,000
Reportedly closed a $35M round led by Insight Partners with participation from Venrock, Vanguard, Edward Jones Ventures, and others.
“Backed by growth- and strategic-focused investors (Insight Partners, Venrock, Vanguard, Edward Jones Ventures) and notable individual backers including Michael Jordan”
About Us 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.
Working Location
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, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, or Washington
Job Summary We're looking for a Security GRC Program Manager to own our customer trust, security compliance, and assurance programs. As our first hire in this role, you'll build the operational backbone that lets us ship reliably while maintaining the trust of customers who depend on us with their most sensitive financial and estate planning data.
You’ll own our customer trust program, assist with coordination of our SOC 2 program and audits, coordinate customer security diligence responses, and enable our enterprise sales motion through customer-facing security conversations and documentation. You’ll run point on customer DDQ and RFP responses, establishing scalable processes that enable fast, accurate, and consistent turnarounds.
This means spending your time running SOC 2 audit cycles, building and scaling trust and compliance processes, responding to customer security questionnaires, and translating between engineering teams, auditors, customers, and leadership. You’ll work closely with the CTO, Chief Legal Officer, Security Engineer, and Revenue teams to make compliance and customer trust strategic advantages rather than overhead.
This role is ideal for someone who thrives at the intersection of technical program management and security compliance, enjoys building foundational programs, and wants high-impact visibility at a Series B company where customer trust is a competitive differentiator.
Responsibilities
Skills
Nice To Have
The salary range for this role is $135,000 to $150,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience. Benefits
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. Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.