The posting
Job Description
BUSINESS TRANSFORMATION MANAGER
Who we’re looking for
Schroders Wealth Transformation works across the transformation lifecycle, from strategy and shaping through to execution, implementation and benefits realisation.
Working in partnership with business and technology teams across Schroders Group, the function supports Cazenove and Schroders International Wealth in delivering strategic outcomes, responding to regulatory and market pressures, strengthening operational resilience and improving client and colleague
Reporting directly to the Wealth Business Transformation Lead, the role will work within the portfolio overseen by the Lead. It will support the shaping and lead the delivery of assigned regulatory, risk, control, operational and strategic transformation initiatives across Wealth Management. The role holder will take ownership of defined initiatives and workstreams within agreed portfolio priorities, scope and governance.
The role holder is responsible for day-to-day delivery of assigned initiatives, developing recommendations and managing risks, dependencies and changes within agreed authority. Delivery decisions and approvals follow established sponsor accountabilities and governance arrangements.
Working with sponsors, senior stakeholders and colleagues across Business, Finance, Risk, Compliance, Legal, Operations and Technology, the role holder will translate agreed objectives and requirements into clear plans and practical business actions. They will bring structure to complex issues, coordinate cross-functional delivery and help embed sustainable improvements to processes, controls and operating models.
As a permanent member of Wealth Transformation, the role holder will also contribute to the development of delivery standards, share best practice and support a collaborative, outcome-focused team culture.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the 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 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
We are one of the largest UK-based wealth management firm, 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 our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
What you’ll do
Key work-level accountabilities
- Support the shaping and mobilisation of initiatives, and lead the delivery of assigned initiatives and workstreams within agreed scope, priorities and outcomes.
- Translate strategic objectives, regulatory obligations and risk requirements into clear outcomes, scope, delivery plans and measurable success criteria, securing appropriate agreement.
- Own the day-to-day delivery of assigned initiatives, actively managing milestones, risks, issues, dependencies and decisions within agreed authority.
- Lead cross-functional delivery activity, coordinating contributions from Business, Finance, Risk, Compliance, Legal, Operations, Technology and third parties.
- Work with sponsors and senior stakeholders to maintain delivery alignment and resolve competing priorities, escalating material changes through agreed governance.
- Provide clear reporting and recommendations, ensuring timely visibility of progress, delivery confidence and decisions required.
- Prepare high-quality analysis and papers for senior governance forums in line with agreed review and submission arrangements.
- Support regulatory impact assessments and translate specialist advice into practical changes across products, clients, processes, data, technology, governance and controls.
- Drive business readiness, adoption, implementation and transition into business-as-usual operations, including benefits tracking where appropriate.
- Coordinate day-to-day contributions from external consultants and delivery partners within agreed scope, highlighting delivery, quality or scope concerns.
- Contribute to the continuous improvement of transformation standards, governance and ways of working.
Initiative shaping and planning
- Develop and agree initiative scope, outcomes, ownership and success measures with relevant sponsors and business stakeholders.
- Develop and maintain proportionate delivery roadmaps, plans, resource requirements and milestones aligned to agreed priorities.
- Work with subject matter experts to assess business and regulatory impacts, identify delivery options and translate requirements into practical actions.
- Develop business case analysis, options, value assessments and benefits measures to inform portfolio prioritisation and investment decisions.
Delivery and control
- Coordinate cross-functional activity and maintain momentum across interdependent teams and workstreams.
- Maintain risks, assumptions, issues and dependencies logs, decision records and delivery documentation, with clear owners and actions.
- Monitor delivery against agreed milestones and outcomes, identifying emerging issues and proposing corrective action.
- Resolve delivery issues within agreed authority and escalate material risks, unresolved dependencies and proposed changes to scope, timelines or resources through established governance.
- Ensure business requirements, process and control design, testing and implementation remain aligned to agreed outcomes and relevant standards.
- Coordinate external partner deliverables against agreed requirements, raising quality, timeliness and scope concerns promptly.
Governance, reporting and stakeholder engagement
- Provide regular, concise reporting on progress, outcomes, risks, dependencies and decisions required.
- Prepare decision-oriented papers, analysis and status updates for senior governance forums, securing appropriate review before submission.
- Present updates on assigned initiatives and represent delivery activity at relevant forums.
- Maintain effective working relationships with sponsors, business owners, functional specialists and delivery teams, clarifying responsibilities and securing timely input.
- Identify competing demands or cross-initiative dependencies and provide recommendations to support portfolio-level decisions.
- Maintain appropriate records and an audit trail of decisions, approvals and delivery evidence in line with change and governance standards.
Implementation and sustainable outcomes
- Plan and coordinate business readiness, communications, training and implementation activity with relevant business owners.
- Agree operational acceptance criteria and handover arrangements with accountable business and control owners.
- Track agreed outcomes and benefits, highlighting gaps and corrective actions.
- Capture lessons learned and contribute practical improvements to delivery methods, tools and governance.
The knowledge, experience and qualifications you need
- Experience delivering regulatory, risk, control, operational or strategic change within financial services.
- Relevant experience within Wealth Management, Private Banking or Asset Management, with a demonstrable understanding of the wealth regulatory environment.
- Experience taking ownership of defined initiatives or workstreams from shaping and mobilisation through to implementation and handover.
- Experience working across Business, Finance, Risk, Compliance, Legal, Operations and Technology.
- A track record of translating complex requirements into structured plans, practical actions and embedded business outcomes.
- Experience preparing materials for senior governance forums and supporting decisions through clear analysis and recommendations.
- Experience contributing to regulatory impact assessments, business cases, process and control improvements or operating model change.
- Strong knowledge of Wealth Management and a practical understanding of its products, services, operating models and client outcomes.
- A good understanding of the UK wealth regulatory landscape and the implications of regulatory change for businesses, clients, products, operations, governance and controls.
- The ability to work with Risk, Compliance and Legal specialists to translate regulatory requirements into practical, deliverable business actions.
- Strong delivery discipline across scope, planning, risks, issues, dependencies, governance, business readiness and implementation.
- An understanding of process improvement, control design and target operating model change.
- The ability to coordinate cross-functional delivery through a matrix structure, maintaining accountability without relying on direct line authority.
The knowledge, experience and qualifications that will help
- Experience coordinating external consultants or delivery partners.
- Relevant transformation, project management, business analysis, risk, compliance or Wealth qualifications.
- Experience developing business cases, assessing delivery options, articulating value and tracking benefits.
- Experience supporting regulatory change across products, clients, processes, data, technology, governance and controls.
- Experience contributing to the development of transformation standards, governance frameworks, tools and ways of working.
- Experience working in a complex, regulated, multi-stakeholder environment.
What you’ll be like
- You demonstrate strong personal ownership and focus on delivery and sustainable outcomes.
- You are collaborative and constructive, with respect for functional expertise and established accountabilities.
- You are comfortable working through complexity and ambiguity.
- You are organised and resilient, with the ability to manage competing delivery demands.
- You demonstrate sound judgement, integrity and attention to detail.
- You are proactive in identifying issues, developing recommendations and seeking timely decisions.
- You have strong stakeholder management and influencing skills, including the confidence to challenge constructively and build alignment across functions.
- You communicate clearly and concisely, including when preparing high-quality analysis, recommendations and materials for senior governance forums.
- You combine structured problem-solving and analysis with hands-on delivery execution.
- You can work independently within agreed priorities and delegated authority, exercising sound judgement on when to resolve issues directly and when to escalate.
- You are committed to learning, sharing best practice and strengthening team capability.
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.
