Field Marketing Lead

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.

• 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.

• 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.

• 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.