About Us

Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Hightower trust Vanilla to model 25,000+ client estates, grow revenue, and expand relationships for generations to come.

Job Summary

We're seeking a dynamic Senior Brand Marketing Manager to join our growing marketing team. Reporting to the VP of Marketing, this role sits at the intersection of brand strategy and demand generation, focusing on creating memorable experiences and strategic partnerships that amplify Vanilla's brand presence and drive new business opportunities. The ideal candidate will be a strategic thinker with hands-on execution capabilities, passionate about building meaningful connections between our brand and target audiences.

This role is a remote position, you must be based out of one of the following states: CA, CO, CT, FL, GA, ID, IL, KY, MA, ME, MN, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, WA, WA D.C.

Responsibilities:

Partnership Marketing

• Collaborate with Head of Partnerships to identify, develop, and manage strategic marketing partnerships that align with business objectives

• Create co-marketing campaigns and joint initiatives with technology partners, industry associations, and access networks

• Build ongoing relationships with partner marketing teams to maintain a steady stream of activities that drive greater brand visibility and qualified leads

• Develop partner enablement materials and programs to support joint go-to-market efforts

Event Strategy & Management

• Develop and manage Vanilla’s event marketing strategies for both in-person conferences/trade shows and digital webinar programs

• Collaborate with Events Manager to execute end-to-end event planning and create compelling event experiences that showcase Vanilla's brand values and generate qualified leads

• Measure and report on ROI and performance across all event activities

• Collaborate with sales teams to ensure seamless lead handoff and conversion

Brand Amplification & Campaign Development

• Design and implement integrated marketing campaigns that strengthen brand awareness and generate demand

• Collaborate with content marketing, digital marketing, and creative teams to ensure brand consistency across all touchpoints

• Develop thought leadership initiatives including speaking opportunities, industry panels, and executive positioning

• Manage and grow brand ambassador program

• Monitor brand perception and competitive landscape to inform strategic decisions

Cross-functional Collaboration

• Work closely with sales, product marketing, content marketing, and customer success teams to align marketing initiatives with business goals

• Partner with creative and content teams to develop high-quality marketing materials and assets

• Coordinate with growth marketing team to ensure seamless integration of brand, events and partnership efforts

Qualifications:

• Bachelor's degree in Marketing, Business, Communications, or related field or equivalent experience

• 8+ years of experience in B2B marketing within financial services, with a strong emphasis on partnerships, events, or brand marketing

• Direct experience marketing to financial advisors or professionals in wealth management, ideally within a wealthtech, fintech, or technology-forward firm serving the independent advisory or RIA space

• Proven track record of managing large-scale events and partnership programs

• Previous experience managing agency relationships and external vendors

• Strong project management skills with ability to handle multiple initiatives simultaneously

• Excellent written and verbal communication skills

• Experience with marketing automation platforms and CRM systems

• Data-driven mindset with ability to analyze campaign performance and optimize accordingly

• Creative problem-solving abilities and strategic thinking capabilities

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays

• Parental leave, 4 weeks for all full-time employees and up to 12 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

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.

Compensation Range: $130K - $150K