Digital Sales and Investor Services Executive

Digital Sales and Investor Services ExecutiveLeading Investment Management Business London or Manchester Hybrid £50,000-£55,000 + Bonus A leading invesmtent management business is looking to appoint a Digital Sales and Investor Services Executive to play an important role in the continued development of its distribution capability. This is a commercial, technology-focused role combining digital sales enablement, investor engagement, CRM, data, automation and AI. You''ll work closely with the distribution team to generate better sales opportunities, improve adviser and investor engagement and use technology to make the sales process more effective. The opportunity You''ll have genuine ownership and the opportunity to make a visible impact across the distribution function. Developing targeted digital campaigns to financial professionals including IFAs, wealth managers, investors Using HubSpot and data to identify prospects, segment audiences and support sales activity Building workflows, sequences and automated follow-up campaigns Using AI and automation to improve investor servicing and reduce repetitive administration Turning data and campaign insight into more qualified sales conversations Supporting adviser and investor events from invitations through to follow-up and lead capture Working with marketing to develop high-quality communications and campaign content Handling more complex investor enquiries where a personal and informed response is required Identifying ..... full job details .....