Field Marketing Lead

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 https://www.oneadvisory.co/. 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. What you'll own: - 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