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Head of Solutions at OneAdvisory — New York

O

Head of Solutions

OneAdvisoryWealth Management company

New York·Director

Brewer Lane Ventures

New York Life Ventures

MassMutual Ventures

Perceptive Ventures

F-Prime Capital

Flyover Capital

Sales & Account Management

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About the role

TL;DR

Lead Solutions Engineering, build a team, and systematize processes for complex enterprise deals.

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Required skills

SalesforceLeadershipTeam ManagementStakeholder ManagementProblem SolvingAnalytical ThinkingCommunicationCritical ThinkingProject Management

Nice-to-have skills

Anthropic API

Tech stack

SalesforceAnthropic API

Similar jobs

Details

Level: Director
Experience: 10+ years
Work type: onsite
Posted: 2026-06-13

Company snapshot

Wealth Management company

OneAdvisory, now rebranded as Dispatch, is a wealthtech platform launched in late 2022. It provides a solution for registered investment advisors (RIAs) to effortlessly manage client data, automate onboarding, and instantly open accounts, keeping data in sync across their tech stack.

Category: Wealth Management
Stage: Series A
Employees: 39
HQ: Miami, United States
Founded: 2022
Funding: $30M

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