Lead Generation (Pre-Sales Associate) – Equity Research & Investment Solutions

Job description

Job Title: Lead Generation (Pre-Sales Associate) – Equity Research & Investment Solutions

📍 Location: Remote (Working with UK clients)

💼 Industry: Financial Services – Equity Research

🕒 Employment Type: Full-time

About Buttonwoodedge

Buttonwoodedge Consulting Ltd is a fast-growing equity research and consulting firm specializing in delivering high-quality market insights and stock analysis to investors in the UK and US markets. We aim to empower retail and institutional investors with actionable research and advisory services.

We are seeking a dynamic and motivated Lead Generation (Pre-Sales Associate) to join our team. This individual will play a critical role in connecting with prospective clients in the UK market, understanding their interest in stock market investments, and generating qualified leads for our advisory and research services.

Key Responsibilities

• Conduct targeted outreach via calls, emails, and social media to identify and connect with potential UK-based investors.
• Generate leads of individuals and businesses interested in stock market investments.
• Qualify leads by understanding client needs, investment interests, and financial goals.
• Educate prospects on Buttonwoodedge’s equity research services, newsletters, and reports.
• Schedule meetings/demos for the sales and advisory teams.
• Maintain accurate records of leads, prospects, and interactions in CRM tools.
• Work closely with the research and sales teams to align lead-generation strategies.
• Achieve weekly and monthly lead-generation targets.

Key Requirements

• Bachelor’s degree (Finance, Business, Marketing, or related field preferred).
• Freshers or experienced in lead generation, telesales, or pre-sales, preferably in financial services, fintech, or equity research.
• Strong communication skills (verbal and written) with excellent command of English.
• Basic understanding of stock markets, equities, and investment products.
• Ability to handle UK clients professionally and adapt to different time zones.
• Self-motivated with the ability to work independently in a remote setup.
• Familiarity with CRM tools, LinkedIn outreach, and lead-gen software is a plus.
• Ability to handle objections and nurture prospects effectively.

What We Offer

• Basic salary + performance-based incentives.
• Ongoing training in financial markets and equity research.
• Opportunity to work directly with UK-based clients.
• Career growth in equity research, sales, and investment advisory domains.
• Supportive, collaborative work culture with remote flexibility.

Why Join Buttonwoodedge?

This role is perfect for someone passionate about finance and investments, who enjoys building relationships and wants to be part of a fast-growing equity research house with global exposure. You’ll gain hands-on experience with UK investors while helping clients make smarter investment decisions.

📩 To Apply: Send your CV to peter@buttonwoodedge.com with the subject line “Application – Lead Generation (Pre-Sales, Remote)”.