Enterprise Account Executive for Financial Advisors (St. John's)

Enterprise Account Executive for Financial Advisors (St. John's)

20 Sep
|
Verlo
|
St. John's

20 Sep

Verlo

St. John's

Shape the future of financial advisory tools as an Enterprise Account Executive at Verlo in St. John's, NL. Target complex sales opportunities with AI-enhanced solutions. You will manage high-stakes opportunities with larger clients such as multi-advisor RIAs and family offices.

With a minimum of five years closing software deals, your role will involve in-depth discovery and relationship building with multiple firm stakeholders. You’ll excel in navigating compliance and security reviews, driving successful deal closure. Key Responsibilities:

- Drive sales cycle from initiation to final agreement
- Conduct detailed operational discovery with clients
- Cultivate relationships with diverse firm stakeholders
- Oversee compliance and security process evaluations
- Maintain communication regarding deal status and updates Requirements:
- Five years of experience in complex B2B sales
- Knowledge of selling to decision-making committees
- Solid communication for proposals and follow-ups
- Familiarity with security and compliance processes
- Curiosity about financial advisory workflows and technology Utilize your experience to enhance advisor operations and foster innovation at Verlo.

📌 Enterprise Account Executive for Financial Advisors (St. John's)
🏢 Verlo
📍 St. John's

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