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 Details

Role overview:

• Product lead for the core workflows in the Dispatch app that advisors use every day to run their business.

• Develop product requirements for new features and capabilities. Work closely with Design and Engineering through the end-to-end product lifecycle to bring these new offerings to market.

• Work closely with Design and Engineering to prioritize, sequence, and build roadmaps based on business goals, new customer launches, and existing customer needs.

• Talk to customers to understand their needs and collect their feedback to identify opportunities for new work and critical customer problems to solve.

Where you’ll make an impact:

• Lead the build out, iteration, and scaling of the core workflows in the Dispatch app.

• Build the metrics and processes that we use to measure efficacy, issues, and success.

• Collaborate with cross-functional partners in Client Service Management, Account Management, and Engineering to understand, triage, and resolve live customer issues to provide the highest quality experience to our customers.

Requirements:

• At least 5 years experience as an individual contributor PM.

• Strong track record of your teams shipping high-quality products with complex, data-centric workflows at scale.

• Experience working closely with a cross-functional product team: design, engineering, and operations.

• Desire to work in an early stage, fast-paced environment with a high degree of ambiguity where you will wear many hats.

• You are:

  • Customer-centric — your work is framed by a deep understanding of the customer and a drive to deliver as much customer value as possible

  • Relentless problem-solver — you are unfazed by obstacles in your team’s path, thrive in an environment of ambiguity and open questions, and solve one problem after the next to drive clarity

  • Impact-focused — you hone in on the most important problems to solve and opportunities to capitalize on, and drive the team on the most direct path to realize the outcome

  • Move fast — you can operate at breakneck speed and work furiously to ship, ship, ship

  • Clear thinker and communicator — you understand complex problems/requirements and translate them into simple, actionable information for stakeholders. You can ask the right questions to get the information you need, and have strong intuition how to cater your communication style to different stakeholder and customer profiles.

You’ll stand out if you have:

• Experience at seed/early-stage startups (eg, being an early PM/employee at a company), especially during rapid growth phases

• Fintech industry knowledge and experience.

• Experience with:

  • Building B2B workflow products, including capabilities like permissions, role-based access control, and configurability.

  • Building data-centric products (eg, analytical products, data orchestration products)

  • AI promting, models, and tools. You are someone who not only leverages these in your work, but can help level-up our team

• Previously started a company and/or launched personal projects.

• Technical degree or experience in a technical role (computer science/software engineering, hard sciences, mathematics, etc)

Location:

• This is a hybrid role in New York or San Francisco

• We work in the office Tuesday-Thursday (you are welcome to come in any other day as well)

Why Dispatch?

Why work at Dispatch?

• We’re a highly experienced team with a track record of successfully building together. We’re well-versed in building for the best tech companies and asset managers.

• We’re a well-funded company backed by top-tier investors.

• We’re laser-focused on customers and believe that a world-class user experience is critical for product and business success.

• We move fast, iterate quickly, and have a high bar for what “excellent” looks like.

What we offer:

• Competitive salary and equity options

• High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).

• 401K, HSA & FSA plans

• OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships

• Technology stipend

• Unlimited PTO

• Paid parental leave

• Office space in San Francisco and New York for in-person working

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.