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Dispatch

Automates onboarding and cross-system wealth data

Vice President of Legal

Full-TimeUpdated on 10/20/2026
No salary listed
Expert
JD
Remote in USA+1 moreMore locations: Miami, FL, USA
Remote
LegalLegal Counsel & Legal Support

About the job

Requirements
  • A JD from a top law school.
  • Active membership in good standing with the bar of at least one U.S. jurisdiction.
  • 5–15 years of legal experience, including at least 3 years of in-house experience and direct ownership of commercial contracting.
  • Law firm training in technology transactions, commercial contracts, privacy, or a closely related practice area.
  • Direct experience negotiating MSAs, order forms, and multi-year enterprise agreements for a B2B SaaS company.
  • Direct experience negotiating DPAs and security addenda, including provisions relating to breach notification, data residency, subprocessors, data retention and deletion, and AI 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 MSAs, 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 closely 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 that allow the company 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 AI-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 AI/ML functionality.
  • Support enterprise security reviews and the legal components of SOC 2, ISO 27001, and related compliance processes.
  • Help establish scalable approaches to customer requirements concerning AI, 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.
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 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.