{"id":2441514,"url":"https://alion.io/job/schroders-portfolio-manager-usuk","title":"Portfolio Manager (US/UK)","company":{"id":1759316,"name":"Schroders","domain":"schroders.com","url":"https://alion.io/company/schroders-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":97,"open_postings":3,"ghost_share":0,"stale_share":0.333,"repost_share":0,"time_to_fill_p50_days":20,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":59000,"max_usd":130000,"period":"year","method":"role_country_seniority_unknown","sample_n":799},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-08T11:35:20Z","employer_posted_date":"2026-09-08","last_verified_at":"2026-10-25T11:44:46Z","board_verified":true,"closed_at":null,"days_open":47,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":47},"description":"Who we’re looking for\nThe 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.\nPortfolio 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.\nAbout Schroders Wealth Management (US)\nAt Schroders Wealth Management US we look after US connected private individuals, families and trusts. We are part of the wealth management business of the 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.\nAbout Cazenove Capital\nAt 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.\nAbout Schroders, our parent company\nSchroders 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.\nEstablished 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.\nThe base\nWe 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.\nScope & Accountability\nOwnership of a defined portfolio of clients\nAccountability for client service, retention, and delivery against client objectives\nResponsibility for operating within agreed risk and governance parameters\nContribution to team culture, collaboration, and shared success\nActive support for the development of junior colleagues and future talent\nPersonal development towards more senior client leadership roles\nKey Responsibilities 1. Client Management & Growth\nManage a portfolio of clients, delivering consistent, high-quality service\n\nBuild trusted, long-term relationships through regular, proactive engagement\n\nIdentify opportunities to grow client relationships in line with client needs\n\nSupport net new business through referrals and introductions\n\nDeliver revenue growth through disciplined, client-appropriate activity\n\nDeliver agreed targets across net new assets, revenue growth, and client profitability metrics\n\nEscalate complex or high-risk matters appropriately\n\n2. Client Experience & Delivery\nProvide a responsive, professional, and personal client experience\n\nEnsure client objectives, circumstances, and risk profiles are well understood\n\nMaintain accurate records and documentation for all client interactions\n\nSupport client reviews, portfolio updates, and implementation activity\n\nWork closely with Investment, Planning, and specialist teams to deliver solutions\n\nContribute positively to client retention and satisfaction\n\n3. Risk Awareness & Governance\nOperate within all regulatory, group, and divisional policies\n\nComplete KYC, client reviews, and documentation accurately and on time\n\nUnderstand portfolio risk parameters and escalate concerns early\n\nDemonstrate sound judgement in client decision-making\n\nSupport a strong risk culture through disciplined behaviours\n\nComplete all mandatory training within required timelines\n\n4. Platform & Operational Effectiveness\nUse the firm’s platform effectively to support client outcomes\n\nFollow agreed processes to ensure consistency and efficiency\n\nSupport appropriate use of discretionary or centralised solutions\n\nUse data and tools to track client activity and delivery\n\nLeverage data, insights, and digital tools to improve client outcomes and decision-making\n\nAdopt new tools and ways of working where they add value\n\nContribute to continuous improvement of client processes\n\n5. Collaboration, Team Contribution & Development of Others\nWork collaboratively with colleagues across Wealth Management\n\nSupport Portfolio Directors and Team Managers in delivering client outcomes\n\nDevelop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidance\n\nShare knowledge, insight, and best practice with peers\n\nContribute to a positive, inclusive, and professional team environment\n\nRepresent the firm positively with clients and internal partners\n\n6. Professional Development & Role Modelling\nTake ownership of personal development and capability building\n\nSeek feedback and coaching to strengthen performance and judgement\n\nBuild commercial, technical, and client leadership skills over time\n\nDemonstrate professionalism, integrity, and accountability in all activities\n\nAct as a role model for firm values and expected behaviours\n\nKey Relationships\nClients and family groups within assigned portfolio of clients\n\nPortfolio Directors, Team Managers, and Team Heads\n\nAssistant/Associate Portfolio Managers and Client Services Executives\n\nInvestment, Planning, and specialist teams\n\nRisk, Compliance, and operational colleagues\n\nWhat Success Looks Like\nA well-managed, stable, and growing portfolio of clients\n\nStrong client relationships and retention\n\nConsistent delivery of high service and governance standards\n\nVisible contribution to the development of junior colleagues and team capability\n\nGrowing confidence, capability, and commercial judgement\n\nPositive contribution to team performance and culture\n\nReadiness over time for broader responsibility\n\nWe recognise potential, whoever you are\nOur 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.\nWe 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. 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