Lead Generation Specialist; Investors

Penbrothers is an HR & remote talent management partner and one of the fastest-growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

Our client is an investment-focused company that works closely with financial professionals and institutional stakeholders to deliver data-driven insights and solutions. Operating within the global investment landscape, the business engages with investors and decision-makers across markets—primarily in the United States—supporting strategic conversations and opportunities through a relationship-driven approach.

The company is in an early but growing stage, with a strong existing network and a focus on expanding its pipeline through targeted outreach and efficient lead generation. This role will play a key part in building that top-of-funnel activity.

We are hiring a Lead Generation Specialist to support outbound prospecting and meeting booking with investment professionals. This role focuses on identifying the right stakeholders, initiating outreach (primarily via Linked In), and scheduling qualified calls or demo meetings with the founder.

This is not a traditional sales role—your main responsibility is to generate and book meetings, not to close deals or run full sales cycles. You will work closely with the client, who will handle the actual sales conversations.

Remote work set-up.

• Identify and research investment professionals and relevant stakeholders as target prospects
• Conduct outbound outreach primarily via Linked In and other digital channels
• Book qualified meetings and demo calls for the client
• Maintain and track outreach activity, responses, and meetings scheduled
• Identify and recommend relevant industry conferences and events for networking opportunities
• Ensure timely and professional communication with prospects
• Collaborate directly with the client to refine outreach messaging and targeting
• Support light CRM or tracking tasks to manage pipeline visibility
• Continuously improve outreach approaches based on response rates and feedback

• 1–3 years of experience in lead generation, outbound sales, SDR, or similar roles
• Experience using Linked In for prospecting and outreach
• Strong written English, especially for professional outreach messages
• Ability to research and identify relevant stakeholders and decision-makers
• Experience booking meetings or managing top-of-funnel sales activities
• Organized and detail-oriented, with the ability to track outreach and follow-ups
• Comfortable working independently and collaborating directly with a founder or senior stakeholder
• Willingness to learn about investment or financial services industries

• Exposure to fin-tech, financial services, investment firms, or B2B professional services
• Experience using CRM or outreach tools
• Experience identifying events, conferences, or networking opportunities for business development

Don't meet every single requirement? At Penbrothers we are committed to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but you don't feel 100% aligned with the qualifications, we encourage you to apply anyway. You may just be the right fit for this or other roles.

We utilize AI tools to enhance hiring efficiency and ensure a fair evaluation. Consequently, candidates will engage with an AI Interviewer, supervised by Human Talent Acquisition Experts who will support your entire application journey.

We encourage the use of AI for CV refinement and research, but all interviews and assessments must be completed through your own authentic effort. Real-time AI assistance during interviews or skill tests is strictly prohibited to ensure a fair and genuine evaluation of your capabilities.

• Meaningful work & Growth:
  We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset:
  We are genuinely invested in our people’s career and welfare.
• Global reach & local impact:
  Work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups:
  We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.