About Us

The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.

We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website.

Role overview:

• You own Dispatch's field marketing program end to end — conferences, executive dinners, roadshows, and regional events that put Dispatch in front of ICP companies and build pipeline.

• This is our first dedicated field marketing hire. You own the function, not a slice of it.

• You report to the VP of Marketing, take the direction we set, and turn it into in-market presence that executes flawlessly.

• You partner closely with Sales to aim every program at C-suite enterprise buyers and tie it back to pipeline.

What you'll own:

• Event Execution — You run industry conferences, executive dinners, roadshows, and custom events end to end: logistics, vendors, timelines, budgets, and on-site delivery.

• Project Management — You keep dozens of moving pieces on track across overlapping programs, holding hard deadlines without dropping a detail.

• Pipeline Partnership — You work hand in hand with Sales to design programs that reach C-suite enterprise buyers and convert presence into pipeline.

• Performance & ROI — You measure every program against pipeline and spend, then report results and learnings back to marketing leadership.

• Field Calendar — You sequence the field calendar with demand gen, brand, and the VP so priorities, budget, and timing line up.

Experience & Background:

• 4–6 years in field or event marketing at B2B SaaS companies.

• A track record marketing to C-suite enterprise buyers through long, multi-stakeholder sales cycles.

• Hands-on ownership of events end to end — you've run the logistics, managed the budgets, and stood on the floor on event day, not just briefed an agency.

• Experience at an early-stage startup — ideally Series B or earlier, or fewer than 100 people at time of joining.

• Wealth management or financial advisory domain knowledge is not required. We'll teach you the industry.

Characteristics:

• Relentless Executor — You bring urgency and edge to every program. When something breaks the week of an event, you stay calm, fix it, and keep everything else moving.

• Master of the Craft — Event production and project management are your craft, not just your job. You've run enough programs to know where they go sideways and how to keep them on track.

• Sharp Prioritizer — You make sound calls under ambiguity. When the calendar and budget can't fit everything, you decide what matters and what to cut, and you explain why.

• Driven and Proactive — You don't wait to be handed a plan. You spot the gap, raise your hand, and own the outcome without being asked twice.

• Low-Ego Partner — You earn trust with Sales, vendors, and teammates. You're easy to work with, quick to give credit, and quick to own a miss.

You'll stand out if you have:

• Built a field marketing function from scratch, not just executed within an existing one.

• Experience with:

  • Marketing technology and B2B SaaS sold into regulated or enterprise industries.

  • Event and project management tools (e.g., Asana, Splash, Goldcast, or similar).

  • Account-based programs run in close partnership with enterprise Sales teams.

Dispatch 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.