Senior Product Manager

Job not on LinkedIn

🔥 0 minutes ago

🌵 Arizona, California, +16 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $170k - $180k / year

⏰ Full Time

🟠 Senior

✅ Product Manager

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Vanilla

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💼 Consulting

⚖️ Legal

🏥 Healthcare

💰 $35M Series B - Vanilla on 2024-08

Consulting • Legal • Healthcare

Vanilla is a patented, AI-powered estate planning platform that provides wealth advisors, law firms, and financial professionals with tools to assess client estate health, model tax and trust strategies, and generate legal documents and polished visualizations. The platform includes an estate health check, document builder, scenario modeling (GRATs, SLATs, charitable strategies), and V/AI — an AI-driven assistant for document analysis, data extraction, and planning research. Vanilla is positioned as a B2B SaaS solution that helps advisory firms deepen client relationships, retain and grow assets under management, and streamline estate planning workflows for clients ranging from mass affluent to ultra high net worth.

📋 Description

• Own the integrations roadmap and sequencing, including connected systems, order, depth, and rationale • Own requirements and specification quality for every integration shipped • Manage technical relationships with partner product and engineering teams alongside engineering leads • Define when an integration is complete based on the customer workflow • Develop reusable integration patterns and platform primitives • Translate business context and customer workflows into detailed technical specifications covering data models, sync behavior, authentication, rate limits, and failure handling • Write use-case-based acceptance criteria • Identify edge cases such as conflicting writes, permission changes, schema drift, and failed syncs • Validate assumptions through discovery calls, real data, and sandbox testing • Run structured specification reviews with engineering and remain engaged through build • Make mid-build scope and specification decisions and communicate tradeoffs • Scope joint work and negotiate technical approaches with external partners • Monitor partner roadmaps, deprecation timelines, and reliability • Set product direction and prioritize competing customer, partner, and internal demands • Communicate with executives, engineering, go-to-market, support, and external partners • Define and manage integration success metrics, including activation, sync reliability, time-to-connect, support load, and rework rate • Improve requirements and technical discovery practices across the product team

🎯 Requirements

• 6+ years in product management, with at least 3 years owning integrations, APIs, platform, or partner-facing products • Demonstrable track record of shipping non-trivial third-party integrations, ideally several, with personal ownership of requirements • Technical depth: ability to read API documentation, test endpoints, reason about data models and sync architecture, and participate in engineering design discussions • Written specification skills; redacted writing sample required during the process • Direct experience negotiating technical approach with external partners or vendors, including changing a partner’s plan • Comfort with ambiguity in discovery and rigor in the commit phase • Strong customer-workflow instinct • Experience integrating with portfolio management or financial planning platforms, advisor CRM systems, or AI meeting/notetaking tools • Background in wealth management or fintech, or a comparable data-sensitive and compliance-constrained domain • Experience building an integration platform or framework • Prior exposure to partner enablement such as SDKs, sandbox environments, certification programs, or public API documentation • Must be based in one of: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, or Washington • Must be legally authorized to work in the United States

🏖️ Benefits

• Flexible paid time off policy and 10 company-wide paid holidays • Parental leave, 6 weeks for all full-time employees and up to 14 weeks for birthing parents • Medical, dental, and vision benefits coverage for employees and their families • 401K eligibility after one month of employment • Free estate planning documents • Budget for learning & development and home office setup • Paid parking or transit for hybrid and in office employees • Performance based bonus • Equity