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Verlo

AI-powered CRM for wealth management

Director – Business Development

Business Development & PartnershipsUpdated on Nov 10
Full-timeSt. John's, NL, CanadaNo salary listedIn-person

About the Job

Requirements

  • Experience in business development, sales development, partnerships, growth, or a related go-to-market role.
  • A track record of building pipeline through proactive, thoughtful outbound work.
  • Experience planning and delivering events that create meaningful business outcomes.
  • Strong written and verbal communication skills, with the ability to tailor a message to different audiences.
  • Strong organization and follow-through, with the ability to manage multiple moving pieces while maintaining focus on goals.
  • Comfort working in an early-stage, fast-moving environment where priorities evolve and initiative matters.
  • A data-informed mindset and the ability to turn activity and results into practical improvements.
  • Curiosity, strong relationship instincts, and willingness to perform hands-on work.

Responsibilities

  • Own Verlo’s outbound business development function, from strategy and targeting through outreach, qualification, follow-up, and reporting.
  • Build and refine repeatable outbound processes across email, LinkedIn, calls, partnerships, and other relevant channels.
  • Identify and prioritize high-potential prospects, strategic partners, and market opportunities.
  • Develop clear messaging and campaigns tailored to priority audiences.
  • Plan and execute Verlo’s events strategy, including industry conferences, hosted events, partner activations, and smaller relationship-building gatherings.
  • Manage event logistics, budgets, vendor and partner coordination, attendee outreach, and post-event follow-up.
  • Work closely with leadership, marketing, and sales to ensure outbound and events activity supports company goals and creates qualified pipeline.
  • Maintain accurate reporting on activity, conversion, pipeline, event performance, and lessons learned.
  • Bring market feedback and customer insights back to the team to sharpen Verlo’s positioning and go-to-market approach.
  • Help shape the foundation of Verlo’s business development organization as the company grows.

Desired Qualifications

  • Experience working at a startup or in a high-growth environment.
  • Familiarity with CRM, sales engagement, and event-management tools.
  • Experience selling into or building relationships within Verlo’s target market.

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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