About Dispatch
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, 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.Dispatch helps financial advisors manage their client data. We are wealth tech’s first data orchestration company – we collect, sync and maintain data across the advisory tech stack. Our platform orchestrates complex data workflows like automated onboarding, account opening and data syncing. We give advisors the power of an integrated tech stack with the choice to use whatever tools are best to run their business. 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 Summary:
We are looking for a founding member of Dispatch’s Product Operations team. Owning the configuration of Dispatch’s platform to work with new vendor-partners and customers, you will sit at the intersection of product and operations. You’ll focus on understanding external product requirements to translate them into Dispatch’s system while working closely with the Product team to inform new-tools and automations that streamline configurability.
Key Responsibilities:
- Lead the digitization process to build out Dispatch’s library of supported forms
- Work with external vendors and our customers to understand requirements to digitize and regenerate paper forms
- Develop a process to manage forms through their lifecycle (translation > testing > launch) and build the artifacts to share this progress with the rest of the company
- Work closely with the Operations team to execute and optimize your process, and work with Product to design and build technology to streamline it
Requirements:
- Strong written and verbal communication skills — you will be meeting with external stakeholders on Dispatch’s behalf.
- Strong track record of executing high-quality, detail-oriented work.
- Experience in Operations, with a preference for experience in high-growth technology companies.
- Desire to work in an early stage, fast-paced environment with a high degree of ambiguity where you will wear many hats.
- Comfortable with technology and proficient in using digital tools and software including AirTable, SmartSheets and Slack.
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-driven — you focus on the most important problems to solve and execute to deliver. You get shit done
- 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.
- Systems thinker — you understand systems holistically, able to break things down into components and understand the dynamic relationships between them. You identify patterns and levers (particularly non-linear ones) to make the machine more efficient, and use a data-driven approach to optimize output
You’ll stand out if you have:
- Experience at seed/early-stage startups (eg, being an early engineer at a company), especially during rapid growth phases
- Experience using AI tools to accelerate and automate work and processes
- Fintech/financial services industry knowledge and experience.
- 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)
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.
