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.
We’re looking for a Content Marketing Manager to help us scale our brand and demand-generation efforts in the wealth management technology space. This role will report directly to the Vice President of Marketing. You’ll be the engine behind our content, managing projects from concept through publication and ensuring every asset we produce drives engagement, lead generation, and brand trust among financial advisors, firms, and enterprise partners.
You’ll collaborate closely with subject matter experts, designers, and external agencies to deliver high-quality, compliant content across digital channels. This is a hands-on role for a marketer who loves turning strategy into action and maintaining operational excellence in every campaign.
This role is a remote position, you must be based out of one of the following states: California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, or Washington, D.C.
Content Creation & Copywriting
Write clear, authoritative copy for blogs, email campaigns,webpages, and digital ads tailored to financial advisors and wealth management leaders.
Partner with Sr. Brand Marketing Manager to develop content supporting thought leadership initiatives (e.g. white papers, client stories, speaker abstracts).
Repurpose long-form content (e.g., webinars, white papers) into shorter assets for use across multiple channels.
Collaborate with internal stakeholders and SEO agencies to research keywords, optimize existing content, and identify new content opportunities.
Ensure all content adheres to SEO best practices and supports inbound traffic and conversion goals.
Content Operations & Project Management
Align with Sr. Brand Marketing Manager to maintain a content calendar, ensuring consistent execution across campaigns and initiatives.
Coordinate content production across internal teams and agency partners to ensure on-time delivery.
Upload and format web and blog content in WordPress, ensuring brand and SEO consistency.
Track and report on content performance, engagement, and conversion metrics to inform ongoing strategy.
Social Media & Community Engagement
Develop and publish posts across LinkedIn, X (Twitter), and industry communities to build brand awareness and authority.
Collaborate with design to produce visually engaging, on-brand content.
Engage directly with influencers, clients, and prospects to amplify reach and foster relationships within the advisor and fintech ecosystem.
Webinar Management
Manage webinar content, logistics, timelines, and cross-team deliverables.
Coordinate pre- and post-event marketing, including promotions, follow-ups, and on-demand content.
Partner with go-to-market teams to align webinar topics with pipeline and retention goals.
3+ years of experience in content marketing, preferably within B2B SaaS, fintech or wealthtech.
Exceptional writing and editing skills, with the ability to translate complex financial and technology concepts into clear, engaging content.
Proven ability to manage multiple projects with tight deadlines.
Familiarity with tools such as WordPress, HubSpot (or similar CRM/marketing automation platforms), Google Analytics, and social scheduling tools.
Understanding of SEO, lead nurturing, and content performance metrics.
Comfortable working in a regulated or compliance-conscious industry (wealth management or financial services experience is a plus).
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.
A consistent, high-quality publishing cadence across web, email, and social channels.
Increased inbound traffic and engagement from target advisor and enterprise audiences.
On-time execution of campaigns, webinars, and content initiatives.
Strong collaboration and communication across marketing, design, and revenue teams.
The salary range for this role is $75,000 to $90,000. 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.
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.
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At Vanilla, we want to empower everyone to build a meaningful legacy. We envision a world where everyone is able to maximize the impact of their life’s work, and we believe in the power of technology and design to make it possible.
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