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Verlo

AI-powered CRM for wealth management

Product Manager

Product ManagementUpdated on Nov 11
Full-timeSt. John's, NL, CanadaNo salary listedHybrid

About the Job

Requirements

  • At least 3 years of experience in Product Management or a related role.
  • Experience working closely with engineers.
  • Strong product intuition and an analytical mindset.
  • Ability to simplify complex problems and make decisions with incomplete information.
  • Excellent communication skills and a customer-focused approach.

Responsibilities

  • Talk to customers daily.
  • Gather and prioritize product feedback.
  • Define product requirements.
  • Partner with Engineering and Design throughout development.
  • Prioritize the product roadmap.
  • Analyze product usage and customer behavior.
  • Write clear user stories and acceptance criteria.
  • Coordinate product launches.
  • Measure feature success and iterate quickly.
  • Help define the company's long-term product strategy.

Desired Qualifications

  • SaaS experience.
  • AI product experience.
  • Fintech experience.
  • Startup experience.
  • Experience with product analytics tools.

About the Company

Verlo

AI-powered CRM for wealth management

Verlo delivers an AI-powered CRM for wealth management as a SaaS that automatically updates client data by syncing with custodians like Schwab and Fidelity, plus calendars, documents, and communication tools. It connects to meetings, transcribes them, generates structured notes and follow-up items, and offers an AI chat that answers questions with citations from aggregated client data. Compared with general CRMs, Verlo provides a continuously up-to-date, unified view of contacts, pipelines, tasks, documents, and meeting histories built specifically for advisors. Its goal is to reduce administrative work, improve efficiency, and strengthen client relationships through centralized, data-driven insights.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
2024

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