Investment Sales Specialist
Core
Support the Irish Sales Leader to lead and drive sales activity via internal and external distribution channels by preparing prospect-facing materials, maintaining pipeline accuracy, and supporting pitches and events.
Role type
Sales Support Specialist
Builds
Sales pipelines, pitch decks, and client engagement materials
Domain
Financial Services / Investment Management
Required skills
PowerPoint design, written communication, CRM management, stakeholder coordination, project management, market research
Preferred skills
Sales support experience, investment market understanding
Technologies
Microsoft Office (PowerPoint, Word, Excel), CRM systems
Responsibilities
Produce and update high-quality PowerPoint presentations and pitch decks; Draft and proofread written materials for meetings; Support the sales pipeline by updating CRM records and tracking opportunities; Coordinate internal stakeholders for pitches and RFPs; Support prospect meetings and pitches; Assist with event planning; Carry out targeted research to identify potential prospects
Seniority
Junior, hands-on IC