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Added 8 mins ago
Retail Shift Leader
Canna Cabana
Cambridge, ON
$19 to $21 CAD / hour
Part-time
Additional points: The job posting reflects the general details considered necessary to describe the principal functions and duties as required for proper evaluation of the job. There may…
Added 8 mins ago
Senior Accountant
Bankjoy
Remote, Canada
Full-time · Remote
…SaaS contracts, specifically implementation fee deferral and principal-versus-agent analysis for passthrough revenue (must…
Added 8 mins ago
Senior Branch Compliance Supervisor
Raymond James
Toronto, ON · Montreal, QC · Vancouver, BC
Full-time
Experience with complex products including non-brokered private placements, leveraged ETFs, principal protected notes, hedge funds, segregated funds and illiquid securities.
Added 22 mins ago
Manager, Scientific Research and Experimental Development
Ryan
Toronto, ON · North York, ON
Full-time
Assists the practice Principal in preparing client presentations for proposals, planning strategies, and ideas.
Added 22 mins ago
7731 - 3rd Key
Lids
Cookstown, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
7795 - Sales Help
Lids
Montreal, QC
Part-time
Added 22 mins ago
Senior Consultant, Technical - SR&ED
Ryan
Regina, SK
Full-time
Participates in sales activities and attends, from time to time, in sales and business development meetings with the firm’s SR&ED practice Principal and business development professionals.
Added 22 mins ago
7786 - 3rd Key
Lids
Regina, SK
$15.7 to $16 USD / hour
Part-time
Added 22 mins ago
Senior Consultant, Technical - SR&ED
Ryan
Saskatoon, SK
Full-time
Participates in sales activities and attends, from time to time, in sales and business development meetings with the firm’s SR&ED practice Principal and business development professionals.
Added 22 mins ago
7784 - 3rd Key(H)
Lids
Regina, SK
$15.35 to $15.85 USD / hour
Part-time
Added 22 mins ago
Manager, Scientific Research and Experimental Development
Ryan
Regina, SK
Full-time
Assists the practice Principal in preparing client presentations for proposals, planning strategies, and ideas.
Added 22 mins ago
5728 - 3rd Key
Lids
Guelph, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
5763 - Sales Help
Lids
Waterloo, ON
$17.6 USD / hour
Part-time
Added 22 mins ago
7816 - 3rd Key
Lids
Mirabel, QC
Part-time
Added 22 mins ago
7732 - 3rd Key
Lids
London, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
5772 - Sales Help
Lids
Sherbrooke, QC
Part-time
Added 22 mins ago
5735 - 3rd Key
Lids
London, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
7732 - 3rd Key
Lids
London, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
7818 - Assistant Store Manager FT
Lids
Vaughan, ON
$20 to $21.5 USD / hour
Full-time
Added 22 mins ago
5772 - 3rd Key
Lids
Sherbrooke, QC
Part-time
Added 22 mins ago
5791 - Store Manager (H)
Lids
Pointe-Claire, QC
Full-time
Added 22 mins ago
5793 - 3rd Key
Lids
Saint-Bruno, QC
Part-time
Added 22 mins ago
5769 - 3rd Key
Lids
Sarnia, ON
$18.1 USD / hour
Part-time
Added 22 mins ago
5724 - 3rd Key(H)
Lids
Red Deer, AB
$15.5 USD / hour
Part-time
Added 22 mins ago
5765 - Assistant Store Manager FT
Lids
Laval, QC
$19.5 to $21.5 USD / hour
Full-time

Verlo

Account Executive

St. John's, NL, Canada

Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

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Original job description

Account Executive

St. John's, Newfoundland · Sales · Full-time

We're building the AI Operating System for Financial Advisors and Wealth Management firms. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. We've proven the motion with solo advisors and small firms. Now the larger firms are calling, and those deals are won differently.

As an Account Executive at Verlo, you'll work with a wide array of financial advisory firms, including; multi-advisor RIAs, multi-family offices, and firms with real operations, compliance, and IT functions behind the buying decision. You'll run the full cycle from first conversation to signature, and report directly to the Head of Sales.

What you'll do

You'll run discovery that gets past the demo request and into how the firm actually operates - who touches a client note, where the data lives, and what’s broken. You'll multi-thread deliberately, you'll build relationships with the advisor who wants it, the COO who has to roll it out, the CCO who has to defend it, and the principal who signs. You'll navigate security reviews, vendor due diligence questionnaires, and legal redlines.

What we're looking for

Three or more years closing B2B software deals. You've carried a real number and hit it, and you can talk through a deal you won on the merits rather than on discount.
You've been through complex security and compliance reviews. Thorough compliance reviews are standard with every deal.
You're rigorous about qualification. You'd rather disqualify in week two than carry a dead deal to the end of the quarter, and your forecast reflects what's real.
Strong written and verbal communication. A real share of this job is follow-up that actually advances a deal, and you'll be writing proposals, recap emails, and security responses daily.
Curiosity about the product and the market. You'll learn advisor workflows well enough to be useful on a call, not just credible.
Resilient and coachable. You treat a no as information and iterate fast.

Nice to have

Experience selling into RIAs, wealth management firms, broker-dealers, or family offices
Familiarity with the wealthtech ecosystem - custodians, portfolio accounting, planning software, and CRMs
Experience selling alongside founders and technical resources on the same call
Background at an early-stage startup where you helped build the enterprise motion rather than inherit it
You've used AI tools in your own workflow and get why this market is about to change

Benefits

Health and dental benefits
Unlimited vacation
Equity in the company

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More about this job

Responsibilities

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.

Requirements

Candidates must have at least three years of experience closing B2B software deals and navigating complex security or compliance reviews. Strong communication skills and a rigorous approach to deal qualification and forecasting are essential.

Skills

B2B software sales
Account management
Sales cycle management
Discovery
Multi-threading
Compliance reviews
Security reviews
Proposal writing
Communication
Relationship building
Qualification
Forecasting
Wealthtech
CRM
Financial advisory

Benefits

Health benefits
Dental benefits
Unlimited vacation
Equity

Visa sponsorship

Not detected in the job text

Keywords

Account Executive
B2B Software
Sales
Financial Advisors
Wealth Management
Verlo
AI
CRM
RIA
Multi-family offices
Compliance
IT functions
Security reviews
Vendor due diligence
Legal redlines
Wealthtech
Custodians
Portfolio accounting
Planning software
Enterprise motion
Startup

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