Field Marketing Lead

Dispatch • Miami, FL

2d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.
• Experience with: Event and project management tools (e.g., Asana, Splash, Goldcast, or similar).
• Experience with: Account-based programs run in close partnership with enterprise Sales teams.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed