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 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.
On-site · St. John's
The Executive Assistant will manage complex calendars, travel logistics, and meeting cadences for the CEO and COO to ensure operational efficiency. They will also support board and investor communications while maintaining organized records and administrative processes.
On-site · St. John's
The Director of FP&A will build and lead the company's financial planning function, including forecasting, revenue modeling, and capital allocation. They will also map the wealth-management market and provide strategic decision support to the CEO and COO.
On-site · St. John's
The Product Manager will define the product roadmap by gathering customer feedback and analyzing usage data. They will partner with Engineering and Design to turn user problems into high-impact software features.
Remote · Canada
The role involves providing executive support and managing day-to-day business operations, including invoicing, vendor coordination, and onboarding. The coordinator will focus on eliminating operational bottlenecks and improving internal workflows to increase team efficiency.
On-site · St. John's
Manage a portfolio of advisory firms to drive product adoption and maximize platform value. Coordinate with internal teams to resolve customer issues and advocate for product improvements based on user feedback.
On-site · St. John's
The role focuses on generating conversations with financial advisors to fill the sales pipeline through outbound campaigns. Key tasks include qualifying leads and scheduling demos for Account Executives.
Remote · Canada
The Implementation Manager owns the customer onboarding journey from signed agreement to successful launch, configuring the platform to fit client workflows. They coordinate data migrations, lead training sessions, and collaborate with product teams to improve the onboarding process.
On-site · St. John's
The developer will own end-to-end feature development across the stack using React, Node.js, and AWS. They will specifically design and build agentic AI systems and architect AI-native product experiences.
On-site · St. John's
The SDR will manage the top of the sales funnel by prospecting, qualifying inbound leads, and booking demos for Account Executives. They are responsible for maintaining a clean pipeline and iterating on messaging to ensure a steady flow of qualified meetings.
