Customer Trust & Security Compliance Program Manager
Vanilla(17 days ago)
About this role
Vanilla is a startup dedicated to modernizing estate planning through AI-powered technology. The company develops a comprehensive digital platform for scenario modeling, client visualization, and document creation, aiming to transform how wealth is transferred across generations.
Required Skills
- Security
- Compliance
- SOC 2
- DDQ
- RFP
- Program Management
- Risk Management
- Security Audits
- Vendors
- Contracts
About Vanilla
www.justvanilla.comVanilla is a leading estate advisory platform that offers innovative and AI-powered software to help financial advisors streamline the estate planning process. It enables users to create personalized estate plans, visualize complex strategies, and enhance client engagement through dynamic visualizations and document automation. Vanilla’s solutions are tailored for wealth management professionals and designed to simplify estate planning for clients, thereby increasing advisor efficiency and strengthening client relationships. With a focus on collaboration, compliance, and customer support, Vanilla is transforming how estate planning is approached in the financial advisory space.
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