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Added 4 mins ago
Banking Advisor
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Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 4 mins ago
Customer Service Representative (Motivator) – Sherwood Park Mall
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Who is a Customer Service Representative (Motivator)?
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Customer Service Representative (Motivator) - Calgary Richmond Square
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BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 4 mins ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 4 mins ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
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BANKING ADVISOR
National Bank of Canada
Sorel-Tracy, QC
Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
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Sales Account Executive
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Added 5 mins ago
Cemetery and Funeral Planning Partner
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Ottawa, ON
$100,000 to $150,000 CAD / year
Full-time
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Added 5 mins ago
Director, Personal Lines, Business Planning & Performance
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Toronto, ON · Winnipeg, MB · Calgary, AB · North York - Toronto, ON (Hybr, ON
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Field Sales & Marketing Representative
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Senior Sales Representative
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Added 34 mins ago
Sales Representative
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Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a…

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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