ADVFN

Business Development and Campaign Operations Associate – Sales and Client Services

ADVFN

full-time

Posted on:

Location Type: Remote

Location: United Kingdom

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About the role

  • Build a pipeline of UK prospects (AIM/Main Market issuers, wealth brands, brokers, advisers, IR/PR partners).
  • Execute outbound campaigns across cold email, phone, and LinkedIn with consistent weekly targets.
  • Research and identify decision-makers (CEO/CFO/IR/Marketing), uncover needs, and qualify opportunities.
  • Book meetings and hand off qualified opportunities to senior sales leadership as needed.
  • Track activity, notes, and pipeline stages accurately in Salesforce (or assigned CRM).
  • Contribute to outreach messaging, sequences, and testing to improve conversion over time.
  • Coordinate and set up campaign deliverables, including: Email/newsletter set-up (audience selection, scheduling, QA, link checks, tracking)
  • Banner advertising coordination (specs, creative approvals, trafficking support, deadlines)
  • Sponsored articles / content distribution (workflow, approvals, publishing timelines)
  • Collect assets from clients and ensure timely approvals (logos, images, copy, disclaimers, landing pages).
  • Liaise with internal stakeholders to ensure smooth execution and on-time delivery.
  • Maintain clean internal checklists and provide post-campaign wrap notes / basic performance summaries.
  • Follow internal compliance and approval processes for issuer communications and marketing activity.
  • Operate with discretion, accuracy, and professionalism when dealing with public companies and market-facing materials.

Requirements

  • Proven experience in at least one of the following:
  • - Outbound B2B sales / SDR / BDA / lead generation
  • - Investor relations marketing, media sales, digital campaign coordination, or marketing operations
  • Strong written and verbal communication (you can write outreach that earns replies).
  • Highly organised and detail-driven (you don’t miss steps, specs, or deadlines).
  • Comfortable using tools such as CRM systems (Salesforce preferred), LinkedIn, and modern AI tools to accelerate research and personalisation.
  • Self-starter who thrives in a remote environment and takes full ownership.
  • Capital markets knowledge and comfort engaging UK micro/small to mid-cap issuers and market participants.
  • Existing network across AIM/UK issuers, brokers, advisers, IR/PR agencies, or wealth brands.
  • Experience with email platforms, ad trafficking workflows, UTM tracking, and basic reporting.
  • Familiarity with financial promotions considerations and working within compliance guardrails.
Benefits
  • Base salary + uncapped commission with meaningful upside for high performers.
  • Remote-first flexibility and autonomy.
  • High-impact role with direct influence on revenue and client success.
  • Exposure to global investor engagement and digital marketing.
  • Opportunity to grow into a more senior commercial role as the UK business scales.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
outbound B2B saleslead generationinvestor relations marketingdigital campaign coordinationemail platformsad trafficking workflowsUTM trackingbasic reportingCRM systemscampaign deliverables
Soft Skills
strong written communicationstrong verbal communicationhighly organiseddetail-drivenself-starterownershipprofessionalismdiscretioncollaborationtime management