Field Marketing Lead

About the role

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.

Responsibilities

• 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.

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