Verlo is the first truly AI-native CRM for wealth management firms. Unlike traditional CRMs, Verlo updates itself by automatically pulling in client data from custodians, call recordings, emails, calendars, and documents. Then, advisors can ask the Verlo chat agent questions like “Which of my clients own AAPL stock?” or “How much did Alan Smith invest last month?” and get accurate answers immediately, no filters, no custom reports.
On-site · St. John's
You will manage the full sales cycle for complex enterprise opportunities, including multi-advisor RIAs and multi-family offices. This involves multi-threading across various stakeholders, navigating security and compliance reviews, and building compelling business cases.
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.