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Dispatch

Automates onboarding and cross-system wealth data

Vice President of Legal

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeMiami, FL, USANo salary listedRemote

About the Job

Requirements

  • A Juris Doctor from a top law school.
  • Active membership in good standing with the bar of at least one U.S. jurisdiction.
  • Five to 15 years of legal experience.
  • At least three years of in-house experience, including direct ownership of commercial contracting.
  • Law firm training in technology transactions, commercial contracts, privacy, or a closely related practice area.
  • Direct experience negotiating master services agreements, order forms, and multi-year enterprise agreements for a business-to-business software-as-a-service company.
  • Direct experience negotiating data processing agreements and security addenda, including provisions relating to breach notification, data residency, subprocessors, data retention and deletion, and artificial intelligence usage and model-training restrictions.
  • Experience reviewing and structuring third-party data-sharing arrangements.
  • General employment law experience, including offer letters, contractor and consulting agreements, and employee separations.
  • Experience determining when specialized legal advice is required and scoping and managing outside counsel.
  • Experience working at a company that had fewer than 250 employees when the candidate joined, or that was Series C or earlier.
  • Strong business judgment and the ability to distinguish material risk from theoretical risk.
  • Ability to operate independently, prioritize competing demands, and provide clear recommendations rather than simply identifying legal issues.

Responsibilities

  • Own the commercial contracting function, including drafting, reviewing, and negotiating master services agreements, order forms, amendments, statements of work, and multi-year enterprise agreements.
  • Lead negotiations with sophisticated enterprise customers and their legal, procurement, privacy, and security teams.
  • Develop pragmatic positions on indemnification, limitations of liability, warranties, insurance, intellectual property, termination rights, service levels, and other material commercial terms.
  • Partner with Sales and company leadership to balance revenue objectives, customer requirements, and legal and business risk.
  • Build and maintain contract templates, negotiation playbooks, approval thresholds, and fallback positions to scale contracting efficiently.
  • Evaluate and implement systems and processes to improve contract intake, negotiation, approval, execution, and management.
  • Draft and negotiate data processing agreements, privacy terms, and security addenda.
  • Advise on breach notification, data residency, subprocessors, data retention and deletion, customer data usage, and artificial intelligence-related restrictions.
  • Review and structure third-party data-sharing arrangements involving customers, technology partners, custodians, and other data providers.
  • Partner with Product, Engineering, and Security on the legal implications of new products, integrations, data flows, and artificial intelligence and machine-learning functionality.
  • Support enterprise security reviews and the legal components of SOC 2, ISO 27001, and related compliance processes.
  • Establish scalable approaches to customer requirements concerning artificial intelligence, customer data usage, and restrictions on the use of confidential or personal information.
  • Provide practical legal support on routine employment matters, including offer letters, contractor and consulting agreements, confidentiality and invention assignment agreements, and employee separations.
  • Review and negotiate vendor, partnership, and other operational agreements.
  • Identify matters requiring specialized expertise and efficiently scope and manage outside counsel.
  • Transition appropriate work from outside counsel to the internal legal function over time while maintaining strong outside-counsel relationships for specialized matters.
  • Handle the company's highest-volume and highest-impact legal work, create repeatable systems where they do not yet exist, and determine when an issue warrants escalation to specialized outside counsel.

Desired Qualifications

  • Experience serving as a company's first legal hire.
  • Experience transitioning significant legal responsibilities from outside counsel to an internal legal function.
  • Experience building contract templates, negotiation playbooks, approval frameworks, and fallback positions from the ground up.
  • Working knowledge of the financial services ecosystem, including wealth managers, asset managers, custodians, and the relationships among them.
  • Experience supporting SOC 2, ISO 27001, enterprise security reviews, or related compliance programs.
  • Experience evaluating, selecting, or implementing contract lifecycle management software.

About the Company

Dispatch

Automates onboarding and cross-system wealth data

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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