Schroders
Who we're looking for Business Development Director About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent company We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We have been at 1 London Wall Place since 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. The team We are one of the largest UK based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders Group, alongside our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. The role The Business Development Director plays a leadership role within the Wealth Management Business Development function, supporting the Global Head of Business Development in delivering sustainable growth through high quality client acquisition. The role has primary ownership of key routes to market, including third party referrals and client acquisition initiatives, and acts as a Squad Lead for Client Acquisition within an agile, cross functional model. 1) Client Acquisition Channels & Routes to Market Lead and own the end to end process for inbound Wealth Management enquiries, including website enquiries, digital acquisition programmes and the employee referral scheme. Ensure inbound enquiries are appropriately monitored, triaged and allocated. Track quality, conversion and commercial impact of inbound opportunities. Continuously improve inbound acquisition processes to support Gross New Business targets. 2) Third Party Referral Strategy Own third party referrals as a strategic route to market supporting GNB targets. Develop and manage relationships with lawyers, accountants, consultants and Lloyds Banking Group. Work with advisers and regional teams to improve referral quality, conversion and longevity. Ensure consistent Salesforce tracking and engagement discipline. 3) Leadership & Collaboration within Business Development and Marketing Act as a leader within the Business Development team, supporting the Global Head of Business Development. Contribute to Business Development strategy, priorities and operating cadence. Promote collaboration across Business Development, Regions, Marketing and Data & MI. Role model Schroders values and a high performance culture. Line management responsibility for one or two Business Development Assistants. Lead the Client Acquisition squad within an agile delivery model. Coordinate cross functional activity across offline and online acquisition channels. Translate objectives into clear priorities, actions and outcomes. Track progress, unblock delivery and maintain focus on Gross New Business impact. 5) Performance, Values & Conduct Deliver positive client outcomes through disciplined execution. Act in line with Schroders culture, values and conduct expectations. Ensure activities comply with policies, procedures and FCA standards. Escalate conduct, risk or non financial misconduct concerns promptly. 6) Risk, Governance & Controls (Acquisition Activity) Ensure acquisition activity operates within agreed governance frameworks. Partner with Compliance, Risk and Legal to ensure safe prospect outreach. Key outcomes & measures of success Improved quality and conversion of inbound Wealth Management enquiries. Growth in high quality third party referrals. Effective leadership of the Client Acquisition squad. Strong cross functional collaboration and values alignment. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, allows us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority and why we are an equal opportunities employer. You are welcome here regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic. Job Info Job Identification 1394 Job Category Business Development & Client Services Posting Date 04/30/2026, 03:15 PM Job Schedule Full time Locations 1 London Wall Place, London, EC2Y 5AU, GB
Who we're looking for Business Development Director About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent company We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We have been at 1 London Wall Place since 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. The team We are one of the largest UK based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders Group, alongside our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. The role The Business Development Director plays a leadership role within the Wealth Management Business Development function, supporting the Global Head of Business Development in delivering sustainable growth through high quality client acquisition. The role has primary ownership of key routes to market, including third party referrals and client acquisition initiatives, and acts as a Squad Lead for Client Acquisition within an agile, cross functional model. 1) Client Acquisition Channels & Routes to Market Lead and own the end to end process for inbound Wealth Management enquiries, including website enquiries, digital acquisition programmes and the employee referral scheme. Ensure inbound enquiries are appropriately monitored, triaged and allocated. Track quality, conversion and commercial impact of inbound opportunities. Continuously improve inbound acquisition processes to support Gross New Business targets. 2) Third Party Referral Strategy Own third party referrals as a strategic route to market supporting GNB targets. Develop and manage relationships with lawyers, accountants, consultants and Lloyds Banking Group. Work with advisers and regional teams to improve referral quality, conversion and longevity. Ensure consistent Salesforce tracking and engagement discipline. 3) Leadership & Collaboration within Business Development and Marketing Act as a leader within the Business Development team, supporting the Global Head of Business Development. Contribute to Business Development strategy, priorities and operating cadence. Promote collaboration across Business Development, Regions, Marketing and Data & MI. Role model Schroders values and a high performance culture. Line management responsibility for one or two Business Development Assistants. Lead the Client Acquisition squad within an agile delivery model. Coordinate cross functional activity across offline and online acquisition channels. Translate objectives into clear priorities, actions and outcomes. Track progress, unblock delivery and maintain focus on Gross New Business impact. 5) Performance, Values & Conduct Deliver positive client outcomes through disciplined execution. Act in line with Schroders culture, values and conduct expectations. Ensure activities comply with policies, procedures and FCA standards. Escalate conduct, risk or non financial misconduct concerns promptly. 6) Risk, Governance & Controls (Acquisition Activity) Ensure acquisition activity operates within agreed governance frameworks. Partner with Compliance, Risk and Legal to ensure safe prospect outreach. Key outcomes & measures of success Improved quality and conversion of inbound Wealth Management enquiries. Growth in high quality third party referrals. Effective leadership of the Client Acquisition squad. Strong cross functional collaboration and values alignment. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, allows us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority and why we are an equal opportunities employer. You are welcome here regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic. Job Info Job Identification 1394 Job Category Business Development & Client Services Posting Date 04/30/2026, 03:15 PM Job Schedule Full time Locations 1 London Wall Place, London, EC2Y 5AU, GB
Schroders
Horsham, Sussex
Operations Trainee - 2021 Academy Programme Horsham, West Sussex Headline: A foundation in Finance. Your future starts here. Just finished school, college or university? Or perhaps you're looking for a new role at the early stages of your career. Or you may be looking to return to work after a career break. Whatever your background you can take your first step in a career in Finance with our three-year Operations Academy programme. Why Schroders? Schroders is a global investment manager that accepts creative , innovative thinkers from all kinds of backgrounds. We have around 5,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper . We don't just help institutions, intermediaries and individuals around the world invest money to meet their goal s. We also invest sustainabl y, and integrat e Environment, Social and Corporate Governance (ESG) into our investment decision s. Our Operations Academy Programme As an Operations Trainee, you'll join us on an Academy Programme that offers a fantastic introduction to the world of asset management. As part of our busy global Operations team, you'll spend three years working with different areas of the business - it's the ultimate Finance grounding. You'll see the big picture, watch your role evolve, and build your foundation for your future Schroders career. And you'll do it all with full support and training over the next three years. In addition to building valuable on-the job experience, you'll work towards a Level 3 Certificate in Investment Operations. You'll learn from experts in the field and gain functional knowledge and develop your communication and organisation skills. Rest assured that you'll have a mentor who will support you throughout the programme, plus access to experienced colleagues. You'll also be part of our Investment 20/20 programme, which means you can network with other trainees (and apprentices) industry-wide, and participate in training, socials and insight events. What do we look for? At Schroders, we actively seek people who are keen to learn, innovative individuals from diverse backgrounds, who can bring a fresh approach to our business . Ultimately, we can teach everything you need to know - you just need drive, passion and enthusiasm.. More important are an inquisitive nature; good communication skills; team spirit; and an organised approach. We're open to applications from all backgrounds, but you must be at least 18 years old by 29 November. However, there will be a second intake to the Operations Academy programme in 2022. In return, we can offer a comprehensive benefits package including access to our on-site gym at our leafy Horsham campus. Plus, you'll get support from day one as you study towards accredited and professional industry qualifications. To apply or find out more click here Start date: Monday 29 th November 2021 Please note we recruit on a rolling basis so recommend you apply early. We're looking for the best, whoever you are Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Operations Trainee - 2021 Academy Programme Horsham, West Sussex Headline: A foundation in Finance. Your future starts here. Just finished school, college or university? Or perhaps you're looking for a new role at the early stages of your career. Or you may be looking to return to work after a career break. Whatever your background you can take your first step in a career in Finance with our three-year Operations Academy programme. Why Schroders? Schroders is a global investment manager that accepts creative , innovative thinkers from all kinds of backgrounds. We have around 5,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper . We don't just help institutions, intermediaries and individuals around the world invest money to meet their goal s. We also invest sustainabl y, and integrat e Environment, Social and Corporate Governance (ESG) into our investment decision s. Our Operations Academy Programme As an Operations Trainee, you'll join us on an Academy Programme that offers a fantastic introduction to the world of asset management. As part of our busy global Operations team, you'll spend three years working with different areas of the business - it's the ultimate Finance grounding. You'll see the big picture, watch your role evolve, and build your foundation for your future Schroders career. And you'll do it all with full support and training over the next three years. In addition to building valuable on-the job experience, you'll work towards a Level 3 Certificate in Investment Operations. You'll learn from experts in the field and gain functional knowledge and develop your communication and organisation skills. Rest assured that you'll have a mentor who will support you throughout the programme, plus access to experienced colleagues. You'll also be part of our Investment 20/20 programme, which means you can network with other trainees (and apprentices) industry-wide, and participate in training, socials and insight events. What do we look for? At Schroders, we actively seek people who are keen to learn, innovative individuals from diverse backgrounds, who can bring a fresh approach to our business . Ultimately, we can teach everything you need to know - you just need drive, passion and enthusiasm.. More important are an inquisitive nature; good communication skills; team spirit; and an organised approach. We're open to applications from all backgrounds, but you must be at least 18 years old by 29 November. However, there will be a second intake to the Operations Academy programme in 2022. In return, we can offer a comprehensive benefits package including access to our on-site gym at our leafy Horsham campus. Plus, you'll get support from day one as you study towards accredited and professional industry qualifications. To apply or find out more click here Start date: Monday 29 th November 2021 Please note we recruit on a rolling basis so recommend you apply early. We're looking for the best, whoever you are Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
