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Dispatch

Automates onboarding and cross-system wealth data

Enterprise Account Executive

Full-Time
No salary listed
Senior
Bachelor's
San Francisco, CA, USA+1 moreMore locations: New York, NY, USA
In Person
Sales & Account ManagementAccount Executive

About the job

Requirements
  • At least 5 years of Enterprise Account Executive experience in business-to-business software as a service.
  • A proven record of exceeding quota.
  • Startup experience, having joined a company no later than Series B or while it had fewer than 100 employees.
  • Training in MEDDPICC or MEDDIC, with disciplined qualification and forecasting.
  • Strong written and verbal communication skills, including comfort selling to senior executives and technical stakeholders.
  • A bachelor's degree is required.
Responsibilities
  • Drive the full sales process from prospecting through negotiation and close for enterprise accounts.
  • Build and manage a strong pipeline of opportunities within the assigned territory or vertical.
  • Qualify opportunities rigorously using MEDDPICC or MEDDIC methodology.
  • Develop account strategies that map buying centers, identify champions, and guide prospects through a complex evaluation.
  • Collaborate cross-functionally with Solutions, Product, and Customer Success to ensure seamless implementation and expansion.
  • Contribute to sales process improvements, messaging refinement, and go-to-market strategy as an early member of the revenue team.
  • Represent Dispatch professionally and precisely in every customer interaction.
Desired Qualifications
  • Experience selling products that move, transform, or orchestrate data, such as integrations, application programming interfaces, integration platform as a service, or data platforms.
  • Top-performer recognition for exceeding quota.

About the company

Dispatch streamlines wealth-management operations by ensuring data consistency across multiple systems and custodians and by automating core client-facing workflows. It connects and synchronizes data between a firm’s CRM, financial planning, billing, reporting, and document e-Signature tools, while handling automated client onboarding and account opening. The platform provides bi-directional syncing so changes in one system propagate to others, enabling faster transitions and fewer manual handoffs. This makes firms’ revenue-generating processes run more smoothly and at scale. Dispatch differentiates itself by offering end-to-end data alignment and cross-system, cross-custodian workflow automation rather than focusing on a single tool or siloed integration. The company’s goal is to help wealth management firms realize faster time-to-revenue and quicker asset-under-management growth—up to 70% more efficient transitions and up to 45 days faster AUM onboarding.

Company Size

1-10

Company Stage

Series A

Total Funding

$32.9M

Headquarters

New York City, New York

Founded

2022

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What believers are saying

  • May 2026 Transitions cut complex household onboarding from five hours to thirty minutes.
  • Sanctuary Wealth moved over $200 million through Dispatch in under two weeks.
  • Early Access Schwab API rollout in Q1 2026 expands account-opening volume and stickiness.

What critics are saying

  • Schwab controls a critical execution channel, and API rule changes can cripple Dispatch workflows.
  • BridgeFT, Flanks, and ForwardLane attack the same wealthtech infrastructure stack.
  • A single custodian integration failure or compliance breach could destroy trust and stall enterprise sales.

What makes Dispatch unique

  • May 2026 Advisor Transitions automates advisor moves across custodians, CRMs, and planning tools.
  • February 2026 Schwab API onboarding lets advisors open accounts inside Dispatch in minutes.
  • Dispatch is the only wealthtech platform combining onboarding, account opening, transitions, and live syncing.

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Benefits

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Parental Leave
  • Stock Options

Company News

Business Wire
May 28th, 2026
Dispatch launches software to cut advisor transition time by 75% and reduce onboarding errors by 90%

Dispatch, a data orchestration platform for wealth management firms, has launched Advisor Transitions, a software solution designed to move advisors, client accounts and assets between firms. The product becomes the fourth core workflow on Dispatch's platform alongside account opening, client onboarding and real-time data synchronisation. The launch addresses rising demand as the wealth management industry experiences unprecedented advisor movement. Transitions uses AI to ingest, standardise and reconcile client data across custodians, CRMs and financial planning tools, generating accurate forms and opening accounts across multiple custodians simultaneously. Firms using Dispatch report fourfold faster transition timelines, reducing complex household onboarding from five hours to 30 minutes and cutting error rates by 90%. Sanctuary Wealth recently moved over $200 million in client assets in under two weeks using the platform.

Business Wire
Feb 11th, 2026
Dispatch unveils API for automated Schwab account onboarding in minutes

Dispatch, a data orchestration platform for wealth management, has announced development of an automated Schwab account onboarding API integration. The technology will enable advisors to open Schwab accounts in minutes directly from Dispatch, eliminating manual login requirements and multi-day processing times associated with DocuSign-based methods. The integration allows firms to send data directly from their CRM into Schwab Advisor Center, avoiding manual re-entry and reducing Not-In-Good-Order errors. Dispatch becomes one of the first platforms to support end-to-end Schwab digital account opening natively within their system. The solution addresses what firms identify as a major operational challenge, where advisors repeatedly enter data across multiple systems whilst clients wait weeks for fund transfers. Dispatch's enhanced account opening workflows are scheduled for rollout to Early Access clients in Q1 2026.

FinSMEs
Sep 5th, 2025
Dispatch Raises $18M in Series A Funding

Dispatch, a Miami, FL-based wealthtech solution provider enabling effortless client data management, raised $18M Series A funding

Axios
Sep 4th, 2025
Dispatch raises $18M for data software

Dispatch has raised $18 million in Series A funding to enhance data orchestration software for financial advisory firms, as reported by CEO Rob Nance to Axios.

Oncology Pipeline
Jul 23rd, 2025
Dispatch Bio raises $213m for Car-T.

Dr. Carl June, co-founder of Dispatch Bio, has emerged from stealth mode, adding $100 million to a 2023 $113 million Series A raise. Dispatch Bio is exploring a novel approach using a virus to deliver an antigen to tumor cells, followed by a Car-T therapy. The specifics remain undisclosed, but it may involve oncolytic viruses. June's previous ventures include Capstan Therapeutics, sold to AbbVie for $2 billion, and Tmunity, sold to Gilead in 2022.