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:
We are looking for our first engineering leader to manage our experienced and growing engineering team. You will
- Work closely with Product and the engineering team to prioritize, sequence, and build roadmaps based on business goals and customer launches.
- Run the execution of the engineering team: build execution plans, manage project scope, set timelines, keep the team accountable, and communicate updates about team progress.
- Drive engineering hiring end-to-end: hiring plan, JDs, interview loop, and closing.
Where you'll make an impact:
- Hire and manage our growing team of engineers.
- Shape our team’s execution into a well-oiled machine to deliver on our ambitious plans.
- Lead the team through the launch and scaling of our product across the core B2B product, integrations/external API, and platform.
- Collaborate with Product to understand, triage, and resolve live customer issues to provide the highest quality experience to our customers.
- Collaborate with tech leads to drive key decisions about technical stack and architecture.
- Be the first line of defense from the tech team for live customer issues: identification, triage, execution, and resolution.
Requirements:
- Experience growing an engineering team from ~5 to ~30+ engineers.
- Experience as an Engineering Manager (5+ years preferred) managing a remote team.
- Experience as an IC (5+ years preferred).
- Strong track record of you and your teams shipping high-quality systems with significant complexity and scale.
- You get the best out of your team — you empower the engineering team to do great work and maximize their impact.
- Experience working closely with a cross-functional product team.
- Customer-centric -- you are focused on creating the best customer experience possible.
- Desire to work in an early stage, fast-paced environment with a high degree of ambiguity.
You’ll stand out if you have:
- Experience at seed/early-stage startups (eg, being an early engineer or engineering manager at a company), especially during rapid growth phases
- Experience with:
- Building with leading fintech APIs (Plaid, Stripe, etc).
- Building APIs-as-a-product and/or B2B products.
- Building products that orchestrate, store, and manage large amounts of data.
- Previously started a company and/or launched personal projects.
- Experience with AI promting, models, and tools. You are someone who not only leverages these in your work, but can help level up our team.
- Experience with our tech stack:
- Backend: Golang, Postgres, AWS, Messaging, Protobuf, gRPC, Redis, GitHub Actions, Containerization, Terraform
- Frontend: React, Node, Fastify, MUI, React Query, Vite, Storybook, Playwright
- Fintech industry knowledge and experience.
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.
