Portfolio Manager (US/UK)

Schroders

Greater London

On-site

GBP 90,000 - 150,000

Full time

14 days+

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Job summary

Schroders Wealth Management in London seeks a Portfolio Manager to manage and develop relationships with US clients serviced through the UK operating model, providing investment expertise and oversight while ensuring compliance with UK and US regulations.

The role involves collaborating with global colleagues to deliver consistent investment outcomes, supporting junior colleagues, and contributing to the firm’s client franchise. A regulated Level 4/7 qualification such as CISI is expected.

Qualifications

Proven ability to manage a defined portfolio of clients
Strong investment knowledge to provide investment expertise
Track record delivering compliant, regulatory-led client outcomes

Responsibilities

Own a defined portfolio of clients and deliver high‑quality service
Build trusted long‑term relationships through proactive engagement
Ensure compliance with UK and US regulatory requirements
Collaborate with global teams to deliver consistent investment outcomes
Support development of junior colleagues and share knowledge

Skills

Relationship management

Investment expertise

Regulatory compliance

Portfolio oversight

Education

Regulatory-approved Level 4/7 CISI or equivalent

Job description

The Portfolio Manager is responsible for managing and developing relationships with US clients serviced through Schroders Wealth Management UK operating model, providing investment expertise and portfolio oversight while ensuring compliance with applicable UK and US regulatory requirements. Collaborate with colleagues across global teams to deliver consistent, high‑quality investment outcomes and client service.

Portfolio Managers work closely with senior colleagues and specialists, developing their judgement, capability, and commercial confidence over time. They also play an important role in supporting the development of more junior colleagues, sharing knowledge, and helping build capability across the team. This role is a core building block in the firm’s client franchise and a key pipeline role for future senior leaders. The role holder should hold suitable regulatory‑approved Level 4 and 7 qualifications, such as CISI.

About Schroders Wealth Management (US)

At Schroders Wealth Management US we look after US connected private individuals, families and trusts. We are part of the wealth management business of the FTSE‑listed global investment manager Schroders including Cazenove Capital. We help our clients around the world invest money to meet their goals, fulfil their ambitions and prepare for the future.

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

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types, and geographies.

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 have everything we need to work flexibly.

Scope & Accountability

Ownership of a defined portfolio of clients

Accountability for client service, retention, and delivery against client objectives

Responsibility for operating within agreed risk and governance parameters

Contribution to team culture, collaboration, and shared success

Active support for the development of junior colleagues and future talent

Personal development towards more senior client leadership roles

Key Responsibilities

1. Client Management & Growth

Manage a portfolio of clients, delivering consistent, high‑quality service

Build trusted, long‑term relationships through regular, proactive engagement

Identify opportunities to grow client relationships in line with client needs

Support net new business through referrals and introductions

Deliver revenue growth through disciplined, client‑appropriate activity

Deliver agreed targets across net new assets, revenue growth, and client profitability metrics

Escalate complex or high‑risk matters appropriately

2. Client Experience & Delivery

Provide a responsive, professional, and personal client experience

Ensure client objectives, circumstances, and risk profiles are well understood

Maintain accurate records and documentation for all client interactions

Support client reviews, portfolio updates, and implementation activity

Work closely with Investment, Planning, and specialist teams to deliver solutions

Contribute positively to client retention and satisfaction

Operate within all regulatory, group, and divisional policies

Complete KYC, client reviews, and documentation accurately and on time

Understand portfolio risk parameters and elevate concerns early

Demonstrate sound judgement in client decision‑making

Support a strong risk culture through disciplined behaviours

Complete all mandatory training within required timelines

4. Platform & Operational Effectiveness

Use the firm’s platform effectively to support client outcomes

Follow agreed processes to ensure consistency and efficiency

Support appropriate use of discretionary or centralised solutions

Use data and tools to track client activity and delivery

Leverage data, insights, and digital tools to improve client outcomes and decision‑making

Adopt new tools and ways of working where they add value

Contribute to continuous improvement of client processes

5. Collaboration, Team Contribution & Development of Others

Work collaboratively with colleagues across Wealth Management

Support Portfolio Directors and Team Managers in delivering client outcomes

Develop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge‑sharing, and day‑to‑day guidance

Share knowledge, insight, and best practice with peers

Contribute to a positive, inclusive, and professional team environment

Represent the firm positively with clients and internal partners

Take ownership of personal development and capability building

Seek feedback and coaching to strengthen performance and judgement

Build commercial, technical, and client leadership skills over time

Demonstrate professionalism, integrity, and accountability in all activities

Act as a role model for firm values and expected behaviours

Key Relationships

Clients and family groups within assigned portfolio of clients

Portfolio Directors, Team Managers, and Team Heads

Assistant/Associate Portfolio Managers and Client Services Executives

Investment, Planning, and specialist teams

Risk, Compliance, and operational colleagues

What Success Looks Like

A well‑managed, stable, and growing portfolio of clients

Strong client relationships and retention

Consistent delivery of high service and governance standards

Visible contribution to the development of junior colleagues and team capability

Growing confidence, capability, and commercial judgement

Positive contribution to team performance and culture

Readiness over time for broader responsibility

We recognise potential, whoever you are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

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.

Job Info