Who we're looking for A Collateral and Content Executive 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. The team This position sits within Cazenove Capital's marketing team, working closely with colleagues in editorial, digital and brand. What you'll do As a Wealth Management Collateral Marketing Executive, you will play a crucial role in developing and maintaining compelling marketing collateral to support our wealth management business. You will work closely with stakeholders across the firm to ensure that our messaging is consistent, resonates with clients and prospects and enhances our brand reputation. A key aspect of this role is ensuring that all material is kept up-to-date and subject to regular review and approval by compliance and stakeholders. You will support our relationship managers by providing the materials they need to win new business and keep existing clients informed and engaged. You will help explain how we manage our clients' assets while sharing inspiring, thought-provoking stories from our clients and network. The role requires strong organisational skills to oversee a large volume of material, persistence, effective stakeholder management, and strong writing and editing skills. An interest in technology is a plus, as we seek to leverage existing tools, including AI, to enhance our processes. Key Responsibilities Manage marketing collateral, including brochures, presentations, and digital content to support business development initiatives. Ensure consistency in messaging and that materials are current and compliant. Maintain investment proposal / RFP templates and manage a database of approved responses for due diligence questionnaires. Keep track of all material in collateral tracker tool, ensuring that approval and reviews are conducted on time and documented. Work with client-facing relationship managers, investment teams, compliance and marketing to produce compliant and impactful materials. Support relationship managers with complete RFPs and due diligence questionnaire as required. Measure the effectiveness of marketing collateral, providing insights for continuous improvement. Develop new materials as our product offerings expand. Conduct market research and competitor analysis to identify trends and inform marketing content. Support internal stakeholders with training and resources related to collateral usage and best practices. The knowledge, experience and qualifications you need Degree or equivalent qualification preferred Previous experience in marketing or communications within the financial services or asset management industry would be an advantage Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and engaging manner. Excellent project management skills, with the ability to manage multiple tasks and meet deadlines. Proficiency with Microsoft Office applications and interest in how technology can be used to improve processes Attention to detail and a strong understanding of compliance requirements in financial marketing. Strong organisational and project management skills to manage a large body of material. Ability to work collaboratively within a team and build relationships across departments. Self-motivated and proactive in identifying opportunities for improvement. Creative thinker with the ability to develop innovative marketing collateral. Strong analytical skills with the ability to interpret data and draw actionable insights. What you'll be like Stay informed on industry developments and regulatory changes that impact marketing efforts in wealth management. 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, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Feb 20, 2025
Full time
Who we're looking for A Collateral and Content Executive 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. The team This position sits within Cazenove Capital's marketing team, working closely with colleagues in editorial, digital and brand. What you'll do As a Wealth Management Collateral Marketing Executive, you will play a crucial role in developing and maintaining compelling marketing collateral to support our wealth management business. You will work closely with stakeholders across the firm to ensure that our messaging is consistent, resonates with clients and prospects and enhances our brand reputation. A key aspect of this role is ensuring that all material is kept up-to-date and subject to regular review and approval by compliance and stakeholders. You will support our relationship managers by providing the materials they need to win new business and keep existing clients informed and engaged. You will help explain how we manage our clients' assets while sharing inspiring, thought-provoking stories from our clients and network. The role requires strong organisational skills to oversee a large volume of material, persistence, effective stakeholder management, and strong writing and editing skills. An interest in technology is a plus, as we seek to leverage existing tools, including AI, to enhance our processes. Key Responsibilities Manage marketing collateral, including brochures, presentations, and digital content to support business development initiatives. Ensure consistency in messaging and that materials are current and compliant. Maintain investment proposal / RFP templates and manage a database of approved responses for due diligence questionnaires. Keep track of all material in collateral tracker tool, ensuring that approval and reviews are conducted on time and documented. Work with client-facing relationship managers, investment teams, compliance and marketing to produce compliant and impactful materials. Support relationship managers with complete RFPs and due diligence questionnaire as required. Measure the effectiveness of marketing collateral, providing insights for continuous improvement. Develop new materials as our product offerings expand. Conduct market research and competitor analysis to identify trends and inform marketing content. Support internal stakeholders with training and resources related to collateral usage and best practices. The knowledge, experience and qualifications you need Degree or equivalent qualification preferred Previous experience in marketing or communications within the financial services or asset management industry would be an advantage Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and engaging manner. Excellent project management skills, with the ability to manage multiple tasks and meet deadlines. Proficiency with Microsoft Office applications and interest in how technology can be used to improve processes Attention to detail and a strong understanding of compliance requirements in financial marketing. Strong organisational and project management skills to manage a large body of material. Ability to work collaboratively within a team and build relationships across departments. Self-motivated and proactive in identifying opportunities for improvement. Creative thinker with the ability to develop innovative marketing collateral. Strong analytical skills with the ability to interpret data and draw actionable insights. What you'll be like Stay informed on industry developments and regulatory changes that impact marketing efforts in wealth management. 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, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Schroders' two-year apprenticeship programmes give school and college leavers a hands-on introduction to investment management and the opportunity to develop key skills, gain professional qualifications and build an industry network. We have a wide range of opportunities across our business. The Team & the Role This role is part of the Product Development Team within the Client Group. The Product Development Team is responsible for co-ordinating the development of new products and on-going range management for our UK and European fund ranges including taking the responsibility for prospectus and regulatory submissions: Development - taking ownership of the development cycle from initial concept, through detailed design, build and launch. Management - ongoing product range management to ensure existing products are fit for purpose. To the extent that changes or issues are identified, formulating action plans to ensure appropriate action is taken. Prospectus & Regulatory Submissions - co-ordinate and are responsible for all prospectus amendments for regulatory filings and managing all associated documentation. What you'll do Reporting to a Product Development Manager, you will collaborate with the PD team on all aspects of the product lifecycle for our UK and Luxembourg fund ranges. Primary Responsibilities: Help manage the development of new products launches with an emphasis on Luxembourg, UK and Irish funds. Help manage the on-going fund ranges. Main activities will include prospectus updates, fund mergers and changes. Actively engage with client group (and clients) to understand their needs and ensure our products and services meet their expectations. Work with investment teams, client group & marketing, operations, compliance, risk, legal and finance teams to ensure adequate support for the product launches and changes. Maintain awareness of competitor, regulatory and market developments. Actively contribute and lead on ad hoc work and strategic projects as they arise. Actively engage in the implementation of new technologies, including AI, to improve PD processes and client outcomes. Investment20/20 You will join as an apprentice as part of the Investment20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate in behavioural and technical skills training, socials and insight events. Who we're looking for Recent school or college graduates with A-levels or BTECs. Individuals unsure that university is the path for them. Must be 18 years old by 1st September to apply for the 2025 intake. Living in England. Must not be enrolled in another funded apprenticeship or further education programme at the time of starting. Ambitious and enthusiastic self-starter, eager to learn about the industry. Flexible with a keen eye for detail and good IT skills. Natural flair for developing relationships and an entrepreneurial mindset. Qualifications required: A-levels (or equivalent) in any subjects - no minimum UCAS points required. Level 2 in both English and Maths (GCSE grade A to C or equivalent) for those undertaking a level 3 or higher apprenticeship. Qualifications that will help: Flexible approach and willingness to engage in various tasks and projects. Attention to detail and accuracy. Numerate with a problem-solving mindset. Experience in providing excellent customer service is beneficial. Ultimately, we can teach what you need to know about the job we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career. Please be aware that we recruit on a rolling basis, so we recommend applying early. Only one application is permitted for a school leaver role (either an apprenticeship or trainee position). Throughout the recruitment process, you may be considered for similar roles. We're looking for the best, whoever they 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. If you think you may require disability-related adjustments at any stage of the recruitment process, please contact our disability partner Kaleido-scope for a confidential discussion and advice.
Feb 20, 2025
Full time
Schroders' two-year apprenticeship programmes give school and college leavers a hands-on introduction to investment management and the opportunity to develop key skills, gain professional qualifications and build an industry network. We have a wide range of opportunities across our business. The Team & the Role This role is part of the Product Development Team within the Client Group. The Product Development Team is responsible for co-ordinating the development of new products and on-going range management for our UK and European fund ranges including taking the responsibility for prospectus and regulatory submissions: Development - taking ownership of the development cycle from initial concept, through detailed design, build and launch. Management - ongoing product range management to ensure existing products are fit for purpose. To the extent that changes or issues are identified, formulating action plans to ensure appropriate action is taken. Prospectus & Regulatory Submissions - co-ordinate and are responsible for all prospectus amendments for regulatory filings and managing all associated documentation. What you'll do Reporting to a Product Development Manager, you will collaborate with the PD team on all aspects of the product lifecycle for our UK and Luxembourg fund ranges. Primary Responsibilities: Help manage the development of new products launches with an emphasis on Luxembourg, UK and Irish funds. Help manage the on-going fund ranges. Main activities will include prospectus updates, fund mergers and changes. Actively engage with client group (and clients) to understand their needs and ensure our products and services meet their expectations. Work with investment teams, client group & marketing, operations, compliance, risk, legal and finance teams to ensure adequate support for the product launches and changes. Maintain awareness of competitor, regulatory and market developments. Actively contribute and lead on ad hoc work and strategic projects as they arise. Actively engage in the implementation of new technologies, including AI, to improve PD processes and client outcomes. Investment20/20 You will join as an apprentice as part of the Investment20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate in behavioural and technical skills training, socials and insight events. Who we're looking for Recent school or college graduates with A-levels or BTECs. Individuals unsure that university is the path for them. Must be 18 years old by 1st September to apply for the 2025 intake. Living in England. Must not be enrolled in another funded apprenticeship or further education programme at the time of starting. Ambitious and enthusiastic self-starter, eager to learn about the industry. Flexible with a keen eye for detail and good IT skills. Natural flair for developing relationships and an entrepreneurial mindset. Qualifications required: A-levels (or equivalent) in any subjects - no minimum UCAS points required. Level 2 in both English and Maths (GCSE grade A to C or equivalent) for those undertaking a level 3 or higher apprenticeship. Qualifications that will help: Flexible approach and willingness to engage in various tasks and projects. Attention to detail and accuracy. Numerate with a problem-solving mindset. Experience in providing excellent customer service is beneficial. Ultimately, we can teach what you need to know about the job we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career. Please be aware that we recruit on a rolling basis, so we recommend applying early. Only one application is permitted for a school leaver role (either an apprenticeship or trainee position). Throughout the recruitment process, you may be considered for similar roles. We're looking for the best, whoever they 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. If you think you may require disability-related adjustments at any stage of the recruitment process, please contact our disability partner Kaleido-scope for a confidential discussion and advice.
Business Development Services Specialist Who we're looking for We're looking for a Business Development Services Specialist to work in global marketing within the Business Development Services team. We want someone willing to develop their knowledge of the asset management industry and the investment products within it. Your focus will be on a designated product offering, with scope to work on other asset classes as your knowledge grows and opportunities arise. The successful candidate will work in close collaboration with their manager, team colleagues, Investment and client-facing teams, to produce high quality client focused and timely proposals in response to RFPs/RFIs and DDQs from prospective and existing clients. It is envisaged that the Business Development Services Specialist will have an agile and inquiring mindset, and look for opportunities to suggest improvements to the way the individual and the broader team work in delivering to clients. Project management skills are a requirement of the role, as is a "can do" attitude and an ability to engage with a broad range of stakeholders and subject matter experts. You would be expected to demonstrate Schroders' values: striving for Excellence; working with Innovation & Teamwork; having Passion and Integrity and a strong commitment to build on Schroders' profile, profitability and client base whilst liaising effectively with stakeholders across the business. You would also support other team members in their work, providing approval of marketing materials and, where required, data reviews for others. What you'll do Produce high quality, client focused, accurate and compliant RFPs, RFIs, DDQs within the agreed deliverable timeframe, adhering to relevant rules and guidelines. Edit standard and bespoke material to suit the client's requirements. Manage the entire proposal completion process end to end, from organising kick-off meetings to engaging with all associated parties; ensuring that a high quality, fully completed and compliant submission is dispatched to client-facing teams for delivery to the client. Demonstrate the ability to work on multiple client requests at once while working consistently, diligently and effectively under pressure. Always working with others in an open and co-operative way. Build strong relationships with Investment, client-facing teams, and other subject matter experts, to obtain the right information and prepare detailed proposal content. Implement the team's best practice proposal process in each submission, applying it appropriately depending on the complexity of the individual submission. Contribute to improving RFP processes and determine innovative solutions supporting procedures and workflow. Follow the defined processes for the use of the RFP database (Qvidian), including identifying new or updated content to be included on a timely basis. Demonstrate professional behaviours and a "can do attitude". Maintain focus on delivering to a high standard in a rigorous and professional way. Be motivated to achieve the best and expect the best from others in a cohesive team environment. Lead and/or contribute to team and/or department initiatives. In time, complete compliance checks (final marketing sign offs) for other team members. Support colleagues from across Business Development Services in responding to requests where required. Where appropriate attend Schroders and external industry events to further market and product knowledge. Record and file all materials in accordance with FCA requirements and team procedures. The knowledge, experience and qualifications you need Demonstrate an understanding of asset management proposal aims. Broader financial services or asset management industry experience is desirable. Understanding of asset management, and institutional and intermediary channels. Understanding of your asset class/products area of focus. Experience liaising with investment specialists at various levels of seniority, client-facing teams, as well as third parties as required. Strong team player, with the ability to project manage multiple assignments effectively, use own initiative and a self-starter. Ability to communicate clearly, succinctly and professionally at all levels of seniority and across multiple cultures. Experience using a content database (i.e. Qvidian or equivalent) is advantageous. The knowledge, skills, experience and qualifications that will help Team player. Efficient project management skills and well organised proactive approach. IMC (or equivalent), CFA - Certificate of ESG, other industry recognised relevant qualification or willingness to such such exams. Good writing, numeracy and literacy. Excellent attention to detail and proofreading skills. Good interpersonal skills. Candidates should have a strong educational background or be educated to degree-level (or equivalent). Strong Microsoft 365 skills (Excel, PowerPoint, Word, Teams). Language skills an advantage. What you'll be like Flexible and reliable - be able to prioritise and organise in a multi task environment. Possess first-rate organisation skills. Excellent attention to detail and accuracy. Able to work to strict deadlines and support the whole team to do the same. Willing to learn and take on new/more responsibilities. We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age. To apply, please visit
Feb 17, 2025
Full time
Business Development Services Specialist Who we're looking for We're looking for a Business Development Services Specialist to work in global marketing within the Business Development Services team. We want someone willing to develop their knowledge of the asset management industry and the investment products within it. Your focus will be on a designated product offering, with scope to work on other asset classes as your knowledge grows and opportunities arise. The successful candidate will work in close collaboration with their manager, team colleagues, Investment and client-facing teams, to produce high quality client focused and timely proposals in response to RFPs/RFIs and DDQs from prospective and existing clients. It is envisaged that the Business Development Services Specialist will have an agile and inquiring mindset, and look for opportunities to suggest improvements to the way the individual and the broader team work in delivering to clients. Project management skills are a requirement of the role, as is a "can do" attitude and an ability to engage with a broad range of stakeholders and subject matter experts. You would be expected to demonstrate Schroders' values: striving for Excellence; working with Innovation & Teamwork; having Passion and Integrity and a strong commitment to build on Schroders' profile, profitability and client base whilst liaising effectively with stakeholders across the business. You would also support other team members in their work, providing approval of marketing materials and, where required, data reviews for others. What you'll do Produce high quality, client focused, accurate and compliant RFPs, RFIs, DDQs within the agreed deliverable timeframe, adhering to relevant rules and guidelines. Edit standard and bespoke material to suit the client's requirements. Manage the entire proposal completion process end to end, from organising kick-off meetings to engaging with all associated parties; ensuring that a high quality, fully completed and compliant submission is dispatched to client-facing teams for delivery to the client. Demonstrate the ability to work on multiple client requests at once while working consistently, diligently and effectively under pressure. Always working with others in an open and co-operative way. Build strong relationships with Investment, client-facing teams, and other subject matter experts, to obtain the right information and prepare detailed proposal content. Implement the team's best practice proposal process in each submission, applying it appropriately depending on the complexity of the individual submission. Contribute to improving RFP processes and determine innovative solutions supporting procedures and workflow. Follow the defined processes for the use of the RFP database (Qvidian), including identifying new or updated content to be included on a timely basis. Demonstrate professional behaviours and a "can do attitude". Maintain focus on delivering to a high standard in a rigorous and professional way. Be motivated to achieve the best and expect the best from others in a cohesive team environment. Lead and/or contribute to team and/or department initiatives. In time, complete compliance checks (final marketing sign offs) for other team members. Support colleagues from across Business Development Services in responding to requests where required. Where appropriate attend Schroders and external industry events to further market and product knowledge. Record and file all materials in accordance with FCA requirements and team procedures. The knowledge, experience and qualifications you need Demonstrate an understanding of asset management proposal aims. Broader financial services or asset management industry experience is desirable. Understanding of asset management, and institutional and intermediary channels. Understanding of your asset class/products area of focus. Experience liaising with investment specialists at various levels of seniority, client-facing teams, as well as third parties as required. Strong team player, with the ability to project manage multiple assignments effectively, use own initiative and a self-starter. Ability to communicate clearly, succinctly and professionally at all levels of seniority and across multiple cultures. Experience using a content database (i.e. Qvidian or equivalent) is advantageous. The knowledge, skills, experience and qualifications that will help Team player. Efficient project management skills and well organised proactive approach. IMC (or equivalent), CFA - Certificate of ESG, other industry recognised relevant qualification or willingness to such such exams. Good writing, numeracy and literacy. Excellent attention to detail and proofreading skills. Good interpersonal skills. Candidates should have a strong educational background or be educated to degree-level (or equivalent). Strong Microsoft 365 skills (Excel, PowerPoint, Word, Teams). Language skills an advantage. What you'll be like Flexible and reliable - be able to prioritise and organise in a multi task environment. Possess first-rate organisation skills. Excellent attention to detail and accuracy. Able to work to strict deadlines and support the whole team to do the same. Willing to learn and take on new/more responsibilities. We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age. To apply, please visit
Finance Business Partner, Operations and Corporate Services Who we're looking for We are looking for a Finance Business Partner to join the Schroders' FP&A Business Partnering team with a specific focus on supporting the Asset Management Operations & Corporate Services functions to deliver their financial goals. The Finance function within Schroders is undergoing significant change to enhance decision making through expansion and enhancement of both financial MI and our Finance Business Partnering capability. Our vision for Finance Business Partners is to be trusted advisors to the business by demonstrating a good understanding of their functions' commercial contribution that enables Schroders to deliver its goals. The Operations function and Corporate Services function (Facilities, Market Data, Central Data, Procurement and Central Change teams) remain critical in enabling Schroders' success and we are looking to hire an experienced Finance Business Partner who can partner with these functions to ensure their expenditure is well controlled and understood, as well as work collaboratively across various stakeholders to enhance decisions and cost transparency of the various cost bases. About Schroders 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 team Based at our HQ in London, the FP&A team is integral in driving business performance through assisting senior stakeholders with planning, strategic decision making and performance evaluation. We are a dedicated team, defined by our strong culture, enjoyment in our work, and commitment to achieving high standards. We foster a collaborative and inclusive work environment where everyone's contributions are valued. The team also works closely with Revenue Accounting, Cost Accounting, and other operational finance teams to ensure results are correct and fit for use. You will be encouraged to develop a range of financial expertise and build your commercial awareness and acumen which will provide you with an understanding of how our business operates and underscore the critical role the FP&A function plays in strategic decision-making and financial performance management. What you'll do Reporting & Performance Analysis: Ensure the integrity of actual spend, allocations and finance data; develop insight packs which highlight any risks to meeting budget / targets. Review appropriateness of cost and statutory allocations to ensure charges to segments & entities remain materially accurate / changes communicated to appropriate stakeholders. Budgeting & Forecasting: Proactively work with functions to develop, understand and challenge their annual budget and forecast - Ensuring material accuracy of financial data; timeliness of submissions in line with Exco planning deadlines & timetables; and preparation of Quarterly Business Review (QBR) finance packs that ensure key issues are called out and discussed with senior stakeholders. Investment Appraisal & Change management: Evaluate potential investments to ensure they align with strategy and expected returns. Track and monitor investments performance and adjust where necessary. Process Improvement: Ensure the delivery of accurate and timely finance processes (month-end close, budget, and forecast system updating, reconciliations, allocation updates and ensure finance systems remain aligned to business structures and changes) while also identifying opportunities supporting simplification and continuous improvement. Build Relationships, Challenge, & Influence: Build strong relations with the executive level leadership teams, gaining trust and respect. Use your financial expertise to influence decisions, ensuring that sound financial principles are applied. Question the assumptions underlying business decisions, ensuring that all potential options are considered. The knowledge, experience and qualifications that will help Experienced Operations Finance Business Partnering with Investment Management industry experience preferable. Qualified (+5 years post qualified experience) with a professional accounting qualification (ACCA, CIMA, ACA, or international equivalent). Strong commercial acumen, leadership, and ability to build strong relationships and influence senior leaders. Good written and verbal communication skills and proven experience dealing with a range of stakeholders, both within Finance and in the business. Manage others, deliver within tight deadlines, work well with others, and improve efficiency while maintaining an appropriate control framework. Financial Services Industry / Investment Management experience an advantage, but not mandatory. What you'll be like Highly energetic, curious, and self-motivated, demonstrating an ability to self-solve and seek to be a good example in terms of the 'what' and the 'how.' Be able to engage and collaborate with various stakeholders including tailoring messaging to the audience. Proactive team player with excellent interpersonal skills and able to establish and maintain effective, cooperative working relationships. Able to manage competing demands on time where necessary. Aptitude to distil significant amount of data and information into succinct take aways for executive level leaders. 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, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Feb 13, 2025
Full time
Finance Business Partner, Operations and Corporate Services Who we're looking for We are looking for a Finance Business Partner to join the Schroders' FP&A Business Partnering team with a specific focus on supporting the Asset Management Operations & Corporate Services functions to deliver their financial goals. The Finance function within Schroders is undergoing significant change to enhance decision making through expansion and enhancement of both financial MI and our Finance Business Partnering capability. Our vision for Finance Business Partners is to be trusted advisors to the business by demonstrating a good understanding of their functions' commercial contribution that enables Schroders to deliver its goals. The Operations function and Corporate Services function (Facilities, Market Data, Central Data, Procurement and Central Change teams) remain critical in enabling Schroders' success and we are looking to hire an experienced Finance Business Partner who can partner with these functions to ensure their expenditure is well controlled and understood, as well as work collaboratively across various stakeholders to enhance decisions and cost transparency of the various cost bases. About Schroders 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 team Based at our HQ in London, the FP&A team is integral in driving business performance through assisting senior stakeholders with planning, strategic decision making and performance evaluation. We are a dedicated team, defined by our strong culture, enjoyment in our work, and commitment to achieving high standards. We foster a collaborative and inclusive work environment where everyone's contributions are valued. The team also works closely with Revenue Accounting, Cost Accounting, and other operational finance teams to ensure results are correct and fit for use. You will be encouraged to develop a range of financial expertise and build your commercial awareness and acumen which will provide you with an understanding of how our business operates and underscore the critical role the FP&A function plays in strategic decision-making and financial performance management. What you'll do Reporting & Performance Analysis: Ensure the integrity of actual spend, allocations and finance data; develop insight packs which highlight any risks to meeting budget / targets. Review appropriateness of cost and statutory allocations to ensure charges to segments & entities remain materially accurate / changes communicated to appropriate stakeholders. Budgeting & Forecasting: Proactively work with functions to develop, understand and challenge their annual budget and forecast - Ensuring material accuracy of financial data; timeliness of submissions in line with Exco planning deadlines & timetables; and preparation of Quarterly Business Review (QBR) finance packs that ensure key issues are called out and discussed with senior stakeholders. Investment Appraisal & Change management: Evaluate potential investments to ensure they align with strategy and expected returns. Track and monitor investments performance and adjust where necessary. Process Improvement: Ensure the delivery of accurate and timely finance processes (month-end close, budget, and forecast system updating, reconciliations, allocation updates and ensure finance systems remain aligned to business structures and changes) while also identifying opportunities supporting simplification and continuous improvement. Build Relationships, Challenge, & Influence: Build strong relations with the executive level leadership teams, gaining trust and respect. Use your financial expertise to influence decisions, ensuring that sound financial principles are applied. Question the assumptions underlying business decisions, ensuring that all potential options are considered. The knowledge, experience and qualifications that will help Experienced Operations Finance Business Partnering with Investment Management industry experience preferable. Qualified (+5 years post qualified experience) with a professional accounting qualification (ACCA, CIMA, ACA, or international equivalent). Strong commercial acumen, leadership, and ability to build strong relationships and influence senior leaders. Good written and verbal communication skills and proven experience dealing with a range of stakeholders, both within Finance and in the business. Manage others, deliver within tight deadlines, work well with others, and improve efficiency while maintaining an appropriate control framework. Financial Services Industry / Investment Management experience an advantage, but not mandatory. What you'll be like Highly energetic, curious, and self-motivated, demonstrating an ability to self-solve and seek to be a good example in terms of the 'what' and the 'how.' Be able to engage and collaborate with various stakeholders including tailoring messaging to the audience. Proactive team player with excellent interpersonal skills and able to establish and maintain effective, cooperative working relationships. Able to manage competing demands on time where necessary. Aptitude to distil significant amount of data and information into succinct take aways for executive level leaders. 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, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Reporting to: Global Head of Growth and Digital Marketing Job title: Head of Social Media Who we're looking for We seek a dynamic leader to spearhead our global social media strategy within the central Marketing and Communications function. The ideal candidate will possess a strong understanding of digital marketing across paid, earned and owned media with deep expertise on social media platforms and paid social channels. They should demonstrate a proven ability to develop and execute ambitious, data-driven campaigns in collaboration with our global media agency and cross-functional teams. About Schroders 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 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. The base We moved into our HQ in the City of London in 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 The Growth and Digital Marketing team operates across multiple regions, fostering a dynamic and collaborative environment. This role requires close collaboration with various teams within the Marketing & Communications function, including Content, Media Relations, Corporate Communications, and Campaign Activation, as well as regional teams, to ensure a cohesive and connected approach to social and paid media strategies. What you'll do Develop and own a comprehensive global social media strategy aligned with corporate, marketing, and regional objectives. Establish frameworks to enhance reach, engagement, and conversion across platforms for organic and paid social media. Promote a "social-first" mindset, leading to social-led global campaigns and content strategies. Oversee the strategic utilisation of existing and emerging social media channels, including Instagram and YouTube. Collaborate with compliance, legal, and information security stakeholders to maintain and update social media policies and guidelines. Establish alignment with other channel strategies including content, performance marketing, email marketing and CRM. Activation and delivery Work closely and collaboratively with the brand and content team to ensure the optimal strategy (messaging, format, distribution, user journey) is effectively deployed in campaigns across paid and owned social media platforms. Oversee the development and implementation of a social listening program, including the selection and setup of relevant tools and platforms. Manage and drive the global employee advocacy program, ensuring its effectiveness and engagement with key stakeholders. Stay informed about the latest trends in the marketing landscape to identify and leverage opportunities relevant to Schroders. Reporting and analytics Develop and maintain a reporting framework for organic and paid social media activities, aligned with business objectives and key results (OKRs). Leverage data analytics and tools to track campaign performance, analyse results, and generate actionable insights. Translate complex data into clear, understandable reports that interpret KPIs and guide marketing efforts, and maximise ROI. Relationship management Lead, mentor, and manage a team of direct and indirect reports specialising in social media. Cultivate and maintain relationships with internal stakeholders, external agencies, and partners. Influence central and regional teams to achieve aligned global social objectives. Advise stakeholders on developments in social media, identifying opportunities to enhance marketing and business strategies. Promote a culture of experimentation, continuous improvement, and data-driven decision-making. The knowledge, experience and qualifications you need Extensive experience in developing and executing social media strategies, gained either in-house or within an agency environment. Experience within the financial sector, preferably in investment management with working knowledge of compliance and regulations in relation to marketing in financial services. In-depth knowledge of organic, paid, and earned media principles across key global social platforms. Strong analytical skills with a data-driven approach to marketing metrics, reporting, and analytics. Familiarity with marketing automation platforms to streamline campaigns and customer journeys. Knowledge of CRM systems and how to leverage customer data to improve campaign targeting and engagement. Proven experience managing agencies and partners. Proficiency in utilising research, data, and social analytics to enhance insight, strategy, and delivery. Awareness of digital marketing trends and the ability to apply them to engage target audiences effectively. Demonstrated ability to manage end-to-end project delivery. Excellent written and verbal communication skills. The knowledge, experience and qualifications that will help Experience working in complex, matrix, global and regulated environments. Understanding of advancements in digital technologies, including headless CMS, CDP and their application within social media to support customer journey management. Proven people management and team leadership experience. What you'll be like Self-motivated and proactive, with a passion for exploring new opportunities and initiatives. Confident and articulate communicator with the ability to engage stakeholders at all levels. Demonstrates emotional intelligence and the ability to build strong professional relationships. We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Feb 08, 2025
Full time
Reporting to: Global Head of Growth and Digital Marketing Job title: Head of Social Media Who we're looking for We seek a dynamic leader to spearhead our global social media strategy within the central Marketing and Communications function. The ideal candidate will possess a strong understanding of digital marketing across paid, earned and owned media with deep expertise on social media platforms and paid social channels. They should demonstrate a proven ability to develop and execute ambitious, data-driven campaigns in collaboration with our global media agency and cross-functional teams. About Schroders 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 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. The base We moved into our HQ in the City of London in 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 The Growth and Digital Marketing team operates across multiple regions, fostering a dynamic and collaborative environment. This role requires close collaboration with various teams within the Marketing & Communications function, including Content, Media Relations, Corporate Communications, and Campaign Activation, as well as regional teams, to ensure a cohesive and connected approach to social and paid media strategies. What you'll do Develop and own a comprehensive global social media strategy aligned with corporate, marketing, and regional objectives. Establish frameworks to enhance reach, engagement, and conversion across platforms for organic and paid social media. Promote a "social-first" mindset, leading to social-led global campaigns and content strategies. Oversee the strategic utilisation of existing and emerging social media channels, including Instagram and YouTube. Collaborate with compliance, legal, and information security stakeholders to maintain and update social media policies and guidelines. Establish alignment with other channel strategies including content, performance marketing, email marketing and CRM. Activation and delivery Work closely and collaboratively with the brand and content team to ensure the optimal strategy (messaging, format, distribution, user journey) is effectively deployed in campaigns across paid and owned social media platforms. Oversee the development and implementation of a social listening program, including the selection and setup of relevant tools and platforms. Manage and drive the global employee advocacy program, ensuring its effectiveness and engagement with key stakeholders. Stay informed about the latest trends in the marketing landscape to identify and leverage opportunities relevant to Schroders. Reporting and analytics Develop and maintain a reporting framework for organic and paid social media activities, aligned with business objectives and key results (OKRs). Leverage data analytics and tools to track campaign performance, analyse results, and generate actionable insights. Translate complex data into clear, understandable reports that interpret KPIs and guide marketing efforts, and maximise ROI. Relationship management Lead, mentor, and manage a team of direct and indirect reports specialising in social media. Cultivate and maintain relationships with internal stakeholders, external agencies, and partners. Influence central and regional teams to achieve aligned global social objectives. Advise stakeholders on developments in social media, identifying opportunities to enhance marketing and business strategies. Promote a culture of experimentation, continuous improvement, and data-driven decision-making. The knowledge, experience and qualifications you need Extensive experience in developing and executing social media strategies, gained either in-house or within an agency environment. Experience within the financial sector, preferably in investment management with working knowledge of compliance and regulations in relation to marketing in financial services. In-depth knowledge of organic, paid, and earned media principles across key global social platforms. Strong analytical skills with a data-driven approach to marketing metrics, reporting, and analytics. Familiarity with marketing automation platforms to streamline campaigns and customer journeys. Knowledge of CRM systems and how to leverage customer data to improve campaign targeting and engagement. Proven experience managing agencies and partners. Proficiency in utilising research, data, and social analytics to enhance insight, strategy, and delivery. Awareness of digital marketing trends and the ability to apply them to engage target audiences effectively. Demonstrated ability to manage end-to-end project delivery. Excellent written and verbal communication skills. The knowledge, experience and qualifications that will help Experience working in complex, matrix, global and regulated environments. Understanding of advancements in digital technologies, including headless CMS, CDP and their application within social media to support customer journey management. Proven people management and team leadership experience. What you'll be like Self-motivated and proactive, with a passion for exploring new opportunities and initiatives. Confident and articulate communicator with the ability to engage stakeholders at all levels. Demonstrates emotional intelligence and the ability to build strong professional relationships. We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
We are looking for an in-house commercial lawyer in the London Corporate Legal team. Must be a good team player and highly motivated, with excellent attention to detail. Must have exceptional communication and analytical skills, and the confidence to liaise proactively with internal clients and external counterparties. About Schroders 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 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. The base We moved into our new HQ in the City of London in 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 The role will sit in the Corporate Legal team in London which handles corporate transactional matters (acquisitions; disposals; joint ventures); disputes and litigation; employment/ER work; regulatory investigations/interactions; commercial outsourcing and supplier arrangements; data protection and governance; and IP/branding as well as a wide variety of other corporate matters. What you'll do You will lead on the drafting and negotiation of Schroders' third party commercial and transactional contracts, including: • IT service provider contracts (including software licences); • market data agreements; • master services agreements; • engagement letters (including audit/tax/other professional services) ; • client entertainment events, general events and/or marketing events agreements; • termination or amendment agreements to document changes (for example, length of term) to existing agreements; • NDAs/confidentiality agreements; and • other relevant third party services agreements. You will liaise and collaborate with key stakeholders in the firm's Procurement, IT, Marketing, Finance, HR and Market Data functions, as well as all other relevant departments in the UK and internationally across the Group, where necessary to negotiate and execute commercial contracts. You will contribute to building process efficiencies and management information. You will assist in supervising and overseeing trainee lawyers and paralegals within the team. The knowledge, experience and qualifications you need • Qualified lawyer with demonstrable experience, strong academic qualifications (university degree or equivalent in a Bachelors degree or equivalent). • Strong experience in drafting, reviewing and negotiating commercial contracts including master services agreements, software licences, and/or IT and outsourcing agreements. • Excellent written and verbal communication skills. • Excellent attention to detail and procedure. • Strong organisational/prioritisation skills including ability to track and report on progress of commercial contract negotiations. • Strong IT literacy skills. In addition, experience in advising on data protection law issues would be extremely beneficial. What you'll be like • You will have a keen sense of team spirit and accountability. • You will be a self-starter with an enthusiastic attitude and ability to use initiative. • You will have strong interpersonal skills including the ability to liaise with staff at all levels. • You will be genuinely pro-active and keen to take on responsibility. We're looking for the best, whoever they are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. My Profile Create and manage profiles for future opportunities. For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA): SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .
Jan 29, 2024
Full time
We are looking for an in-house commercial lawyer in the London Corporate Legal team. Must be a good team player and highly motivated, with excellent attention to detail. Must have exceptional communication and analytical skills, and the confidence to liaise proactively with internal clients and external counterparties. About Schroders 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 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. The base We moved into our new HQ in the City of London in 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 The role will sit in the Corporate Legal team in London which handles corporate transactional matters (acquisitions; disposals; joint ventures); disputes and litigation; employment/ER work; regulatory investigations/interactions; commercial outsourcing and supplier arrangements; data protection and governance; and IP/branding as well as a wide variety of other corporate matters. What you'll do You will lead on the drafting and negotiation of Schroders' third party commercial and transactional contracts, including: • IT service provider contracts (including software licences); • market data agreements; • master services agreements; • engagement letters (including audit/tax/other professional services) ; • client entertainment events, general events and/or marketing events agreements; • termination or amendment agreements to document changes (for example, length of term) to existing agreements; • NDAs/confidentiality agreements; and • other relevant third party services agreements. You will liaise and collaborate with key stakeholders in the firm's Procurement, IT, Marketing, Finance, HR and Market Data functions, as well as all other relevant departments in the UK and internationally across the Group, where necessary to negotiate and execute commercial contracts. You will contribute to building process efficiencies and management information. You will assist in supervising and overseeing trainee lawyers and paralegals within the team. The knowledge, experience and qualifications you need • Qualified lawyer with demonstrable experience, strong academic qualifications (university degree or equivalent in a Bachelors degree or equivalent). • Strong experience in drafting, reviewing and negotiating commercial contracts including master services agreements, software licences, and/or IT and outsourcing agreements. • Excellent written and verbal communication skills. • Excellent attention to detail and procedure. • Strong organisational/prioritisation skills including ability to track and report on progress of commercial contract negotiations. • Strong IT literacy skills. In addition, experience in advising on data protection law issues would be extremely beneficial. What you'll be like • You will have a keen sense of team spirit and accountability. • You will be a self-starter with an enthusiastic attitude and ability to use initiative. • You will have strong interpersonal skills including the ability to liaise with staff at all levels. • You will be genuinely pro-active and keen to take on responsibility. We're looking for the best, whoever they are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. My Profile Create and manage profiles for future opportunities. For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA): SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .