Who we’re looking for
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 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
3. Risk Awareness & Governance
Operate within all regulatory, group, and divisional policies
Complete KYC, client reviews, and documentation accurately and on time
Understand portfolio risk parameters and escalate 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
6. Professional Development & Role Modelling
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.