Sales Support

This is a hybrid role in London, designed for someone with strong operational discipline, technical aptitude, and a commercial mindset.

You'll play a critical role in building digital sales infrastructure, supporting institutional fundraising, and automating workflows to help expand the firm's investor base across EMEA and APAC.

Sales & Investor Support

• Research and map institutional and family office investors across key regions.

• Coordinate investor outreach campaigns and roadshows.

• Manage email and meeting scheduling, tracking responses and engagement.

• Draft and refine outreach templates using AI tools.

CRM & Data Automation

• Maintain and optimize CRM pipelines and reporting dashboards.

• Clean and structure investor data using Excel and AI agents.

• Develop automated workflows to track engagement, lead scoring, and follow-up tasks.

• Ensure accuracy of investor intelligence from third-party databases.

AI & Workflow Innovation

• Use AI tools to enhance internal workflows and research processes.

• Create prompt templates and automation scripts to accelerate investor reporting and data cleaning.

• Test and scale digital outreach processes to improve efficiency.

• Explore new ways to generate investor opportunities using emerging technologies.

• HubSpot CRM (or similar)

• AI productivity tools (e.g., ChatGPT, Copilot, transcription software)

• Microsoft Excel, Outlook, and PowerPoint

• Institutional investor databases

We're looking for someone who is:

• Highly structured, detail-oriented, and process-driven.

• Quick to learn and eager to apply AI tools in a commercial setting.

• Tech-savvy, with a background in finance, data, consulting, or marketing.

• Familiar with institutional investors such as family offices, pension funds, and consultants.

• Comfortable explaining technical or systematic concepts in plain language.

• Interested in emerging technologies and their business applications.

• 1-4 years in investor relations, sales support, consulting, fintech, or data-driven operations.

• Demonstrable experience using AI tools or completion of an AI-related course.

• Experience working with or selling to institutional or UHNW investors.

• Understanding of quantitative strategies, hedge funds, or systematic investing (beneficial but not essential).

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.