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. We offer flexible working appropriate for a client solutions focussed role.
Team Overview
The role of Portfolio Solutions is to improve Schroders ‘client centricity’ by enabling Distribution to engage with clients as a partner and in so doing extend both client longevity and the breadth of client relationships. It also offers outcome focused investment capability that improves Schroders ability to deliver into clients’ needs.
In this respect Portfolio Solutions sits ‘in the middle’ of the firm, as a resource for Distribution to help engage with clients and as a partner with the asset classes, including Multi-Asset, to help their capabilities better map into clients’ desired outcomes.
Background to strategic capabilities
Schroders has recently embarked on a major strategic initiative to change the way that we communicate and work with our clients. There is a lot of complexity to our business and we realised that we needed to simplify our offering and deliver a clear proposition to our clients. This initiative, which is now a core focus for the firm, is called strategic capabilities.
In launching strategic capabilities, we recognised that no two clients are the same. From working globally with the largest financial institutions to helping families save regularly for a more prosperous future, we have products and solutions to meet their requirements.
Our business has been restructured around 10 strategic capabilities. These strategic capabilities are: Absolute Return, Alpha Equity, Credit, Emerging Markets, Income, Multi-Asset Solutions, Private Assets, Portfolio Solutions, and Sustainability. Each strategic capability is owned and managed by a dedicated Strategic Capability Manager, who is responsible for its development from a product, proposition and business perspective. For more information on Schroders’ strategic capabilities please visit: http://www.schroders.com/en/strategic-capabilities.
Overview of the role
The role is to champion strategic capabilities that reside within Portfolio Solutions, namely Income, Public/Private and Solutions. The task is to galvanise senior stakeholders in distribution and investment to help meet their needs for the specified capabilities. This means establishing a framework to measure the commercial impact of the role.
To support profitable growth and longevity – strategic capabilities will help to drive net new revenue growth and support profitability for the long term by moving our conversations with clients to a more strategic level
Communication
- Promote global and cross divisional collaboration and co-operation surrounding the strategic capability and between strategic capabilities . Act as an intermediary between Investment and Distribution for the strategic capability to align thinking, avoid misunderstandings and co-ordinate priorities for the strategic capability
- Develop a strategic capability “virtual team” drawing together Distribution Champions, Product Management team members, Marketing Intelligence, Marketing and PR and Thought leadership to ensure flow of information and ideas and to facilitate communication across the strategic capability
- Ensure a strategic capability intranet site is maintained acting as a source of strategic capability level information
- Lead the creation and maintenance of the Digital Sales book content for Portfolio Solutions.
Materials
- Define the strategic capability core message including client benefits, value proposition and USPs
- Develop and maintain all strategic capability presentation materials with the help of the strategic capability team
- Develop and maintain training materials to support the strategic capability
Clients
- Monitor client activity associated with the strategic capability throughout the client lifecycle using reports generated within Schroders standard platforms such as SalesForce
- Work with Investment, Distribution and Marketing to influence allocation of shelf space prioritisation and deployment of marketing resources
- Work with Marketing to develop branding, maintain messaging content, advertising materials and the external digital presence for the strategic capability
- Work with Marketing and Distribution to support and co-ordinate strategic capability events and conferences. Create a Thought Leadership and investment writing pipeline and support effective release
- Support Distribution by attending client meetings or joining calls/communications as requested on strategic capability related topics
- Ensure that the RFP function has the right information on strategic capabilities to support their process
Strategy
- Determine which products are included within the strategic capability and maintain reference information
- Define, implement, maintain and articulate the strategic capability commercial (“Go to market”) and product strategies ensuring alignment with Schroders global product strategy
- Work with Market Intelligence to provide useful context in terms of client demand, competing product and potential product gaps as well as competitor intelligence
- Ensure that products within the strategic capability are consistent with the strategic capability objectives
- Assess the performance of the strategic capability using both quantitative and qualitative measures
Public/Private
- Act as a conduit for public/private initiatives around Schroders.
- Develop expertise to allow consultation with clients and act as a spokesperson.
- Assist in product development initiatives.
- Help develop new business opportunities and where relevant act as a lead,
- The job holder will be expected to demonstrate Schroders’ Values: striving for Excellence; working with Innovation & Teamwork; having Passion and Integrity.
Responsibilities
- Line management – Development of the Strategic Capabilities Executive role, ensuring that they have the appropriate skills and support to deliver on the business’ objectives.
Knowledge & experience:
• Detailed understanding of asset management marketing, including institutional and intermediary channels.
• Line management experience. Ability to provide guidance and support for the development of their colleagues.
• Ability to build strong relationships with various stakeholders across the business.
• Experience liaising with senior individuals from the Investment, Product and Distribution divisions would be beneficial, as well as clients and third parties as required
• Strong communication skills with stakeholder management experience at all levels of the organisation
• Broad product knowledge, across Equities, Fixed Income, Real Estate and Alternatives.
• Strong team player, with the ability to use own initiative and a self-starter. Willing to take on a newly created role inside the organisation.
• Ability to interact effectively and professionally at all levels of seniority and across multiple regions.
• A results and action orientated approach; ability to drive projects through to completion.
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.
