Jobs at Schroders

Lead and participate in Wealth Management internal audits, evaluating risks, controls, and governance against IIA Standards. Identify control gaps, produce clear audit reports, escalate emerging issues, track remediation actions, and maintain strong stakeholder relationships. The role requires financial services and Wealth Management risk experience, analytical ability, occasional travel, and familiarity with audit techniques. Data analytics proficiency and professional certification are preferred.

Provides client service for private wealth management accounts, partnering with Portfolio Managers and Directors. Responsibilities include handling client administrative requests, opening accounts, maintaining regulatory compliance, responding to clients and advisers, preparing reports, supporting process improvements, training colleagues, and coordinating with Operations teams to deliver seamless client experiences.

Senior Business Analyst supporting regulatory change across wealth and asset management. Responsibilities include translating PRA, FCA, and EU mandates into requirements, assessing reporting processes, conducting gap analysis, mapping data lineage, documenting traceability, supporting solution delivery and UAT, and maintaining audit-ready documentation while collaborating with business, technology, and third-party stakeholders.

Design and develop secure, scalable Salesforce and Seismic solutions. Build REST/SOAP and middleware integrations, synchronize CRM data, apply DevOps and CI/CD practices, automate testing, manage releases, and support production systems. Contribute to technical architecture, proof-of-concept work, code reviews, governance, and AI-enabled initiatives. Collaborate with global stakeholders and translate business requirements into maintainable technical solutions across the software development lifecycle.

Performs billing and revenue administration, including fee amendments, invoice production, quarterly management fee invoicing, accruals, reconciliations, and revenue analysis. Manages operational queries, maintains workflow reporting, investigates process failures, and recommends corrective actions. Uses Excel and Microsoft automation tools to streamline processes, improve controls, reduce manual work, and support data-driven decision-making across Finance and Wealth Management.

Provides proactive, confidential executive support to the Chief Investment Officer and Global Head of Banking, Lending & Trading. Responsibilities include complex diary and inbox management, travel coordination, leadership meeting organization, preparation of agendas and briefing materials, minute-taking, action tracking, stakeholder communication, and handling sensitive information. The role requires strong judgment, discretion, organization, business awareness, and the ability to manage competing priorities across two senior executives.

Two-year wealth management graduate programme supporting private client teams at Cazenove Capital. Trainees gain experience in investments, financial planning, portfolio management, and client relationship management while developing analytical, communication, problem-solving, and commercial skills. The programme includes structured training, professional qualifications, mentoring, and exposure to high-net-worth individuals, family offices, charities, and advisers.

Two-year wealth management graduate programme supporting private client teams at Cazenove Capital. The trainee will develop expertise in investments, financial planning, client relationship management, and investment advice while working with experienced professionals and high-net-worth clients. The programme includes structured training, professional qualifications, networking, and mentorship. Candidates should demonstrate numerical ability, commercial awareness, communication, problem-solving, curiosity, collaboration, and an interest in financial markets and emerging technologies.

Provides high-quality administrative and executive support to senior wealth management leaders and the UK Executive Assistant team. Responsibilities include diary and meeting management, travel coordination, expense processing, event planning, presentation and correspondence preparation, stakeholder communication, confidentiality, and ad hoc administrative coordination. The role also supports team coverage and continuity during periods of increased demand or absence.

Leads a 12-month project to assess, standardize, and strengthen financial controls across Wealth Management entities and jurisdictions. Responsibilities include mapping controls, ownership, evidence, dependencies, and gaps; establishing a consistent control framework; improving SOP and RCA alignment; identifying process weaknesses; driving remediation; and collaborating with finance, risk, audit, tax, treasury, and transformation stakeholders. The role also supports governance, reporting discipline, financial reporting integrity, and sustainable control improvements.

Supports global platform business management through operational governance, risk and controls monitoring, stakeholder reporting, supplier governance, budgeting, forecasting, purchase order oversight, process standardization, and people-related initiatives. Coordinates with global teams and departments including Finance, Compliance, Audit, Operational Risk, Procurement, and People & Culture. Also facilitates academy activities, resolves complex issues, and maintains consistent controls and procedures.

Owns divisional Revenue and AUM planning, forecasting, reporting, governance, and performance analysis for Wealth Management. Partners with regional Finance Business Partners to consolidate insights, challenge assumptions, model scenarios, identify risks and opportunities, and support strategic initiatives. The role translates financial and commercial performance into actionable recommendations, improves forecasting methodologies and reporting tools, and supports senior stakeholder decision-making across a complex financial services business.

Support Wealth Management FP&A through variance analysis, budgeting, forecasting, cost allocation, performance tracking, financial reporting, reconciliations, and ad hoc analysis. The role partners with finance business partners and senior stakeholders to explain financial drivers, identify risks and opportunities, improve processes, and maintain accurate finance systems and reporting.

Manage client and event onboarding cases from intake through completion. Coordinate requirements, task sequencing, platform capability assessments, offshore delivery teams, workflow updates, reference data checks, control evidence, stakeholder communications, and risk escalation. Maintain accurate case statuses, meet deadlines and quality standards, and contribute to improving onboarding playbooks, templates, and documentation.

Leads the UK Compliance function for Schroders’ Wealth Management division, overseeing regulatory advice, compliance frameworks, risk management, surveillance, monitoring, reporting, financial promotions, regulatory engagement, policies, training, audits, and talent development across UK companies.

Supports the Sustainable Investment function through data quality, reporting, regulatory implementation, governance, process documentation, and cross-functional project delivery. The role coordinates client and regulatory reporting, performs reconciliations and data checks, gathers business requirements, improves systems and processes, and manages stakeholder initiatives across Investment, Technology, Data, Operations, Legal, and Compliance teams.

Leads Schroders’ Wealth Management Operational Risk team within the second line of defence. Oversees risk and control assessments, risk events, emerging risks, governance reporting, operational risk capital scenarios, internal controls reporting, regulatory initiatives, and risk appetite activities. Manages two operational risk managers, advises senior stakeholders, challenges first-line business teams, presents to governance committees, and develops a strong operational risk culture.

Provides end-to-end administrative and client support for Wealth Planners and Paraplanners. Responsibilities include preparing suitability and recommendation documentation, processing new business applications, obtaining provider information, managing client servicing requests, maintaining accurate records, reconciling fees and commissions, and coordinating with product providers. The role requires strong communication, attention to detail, regulatory awareness, case management, and knowledge of pensions, investment bonds, VCTs, EIS products, and protection products.

Analyzes and monitors hedge fund risk, performance, and data integrity for the Schroder GAIA liquid alternatives platform. Maintains daily risk and performance data processes, develops reports and analytical solutions, interprets investment data using Snowflake, Python, and Alteryx, and supports risk models and systems. The role collaborates with fund managers, research teams, product teams, and external providers while developing expertise in portfolio risk, performance attribution, and alternative investment strategies.

Leads the ETD, OTC clearing, and derivatives confirmations team, overseeing operational delivery, resource partners, controls, reconciliations, margin payments, reporting, risk events, and exception resolution. Manages staff performance, supports audits and change projects, drives process improvements and automation, and ensures derivative transactions are confirmed, cleared, and processed accurately and on time. Builds stakeholder relationships, maintains procedures and controls, and promotes cross-skilling and operational resilience.