Verlo is the AI operating system for financial advisors.
On-site · St. John's
You will manage the full sales cycle from initial discovery to contract signature for financial advisory firms. This involves multi-threading across various stakeholders including advisors, COOs, and CCOs to navigate complex procurement and compliance processes.
On-site · St. John's
BUSINESS DEVELOPMENT LEAD Verlo is looking for a driven, relationship-focused Business Development Lead to build and lead the systems that create new commercial opportunities. This person will oversee Verlo’s outbound efforts and events strategy, helping turn thoughtful outreach and high-quality in-person moments into a durable pipeline of customers and partners. You’ll be equally comfortable setting strategy and getting into the details: defining target segments, improving outreach, coordinating events, following up quickly, and learning from every conversation. If you enjoy creating momen…
On-site · St. John's
You will manage the full sales cycle from lead generation to closing, working closely with technical and customer success teams. Your role involves conducting discovery, scoping technical requirements, and negotiating agreements with financial advisors and RIAs.