_{04th October, 2026}

Digital Sales & Investor Services Executive
Leading Investment Management Business | London or Manchester | Hybrid | £50,000-£55,000 + Bonus

A leading invesmtent management business is looking to appoint a Digital Sales & 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 opportunities to improve processes, efficiency and the overall client experience

About you:

We're interested in candidates from backgrounds including sales enablement, sales operations, marketing operations, client services, CRM, business development or digital marketing. Financial services experience would be a real advantage!

You'll ideally have:

• Experience using CRM and digital sales or marketing technology
• An interest in AI, automation and emerging technology
• Experience creating campaigns, workflows, sequences or automated processes
• Strong commercial awareness and an understanding of how digital activity supports revenue
• A proactive approach with the ability to take ownership and make things happen
• HubSpot experience would be particularly useful!  

This is an opportunity to join a leading financial services business at an exciting stage of its digital development.

You'll work alongside senior stakeholders while playing a hands-on role in developing how technology, data and AI support commercial growth.

The role offers:

£50,000-£55,000 basic salary
Generous bonus
Hybrid working from London or Manchester
Excellent benefits package

There is also genuine scope for career development as the role evolves, with opportunities to develop further across digital distribution, sales operations, business development or investor relationships.

All enquiries will be treated in the strictest confidence.

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