At a Glance
- Tasks: Manage and enhance our CRM platform, driving user adoption and data integrity.
- Company: Join Schroders, a leading global investment manager with a rich history.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for professional growth.
- Other info: Collaborate with diverse teams and enjoy excellent career development opportunities.
- Why this job: Make a real impact in a fast-paced environment while working with cutting-edge technology.
- Qualifications: Experience with Salesforce and strong analytical skills are essential.
The predicted salary is between 49500 - 60500 £ per year.
In this important role, you will report to the Client Group Sales Enablement Platform Director within the Client Group Data & Insights function. You will support the delivery and evolution of the Client Group's sales enablement platform, with CRM at its core.
Your focus will be on driving the day-to-day development, adoption and effectiveness of the platform, ensuring it supports client engagement, sales activity and data-driven decision-making across Distribution. You will play a key role in embedding Salesforce as the central workspace for client-related activity, while supporting the integration of data, analytics and insight into the platform.
You will bring experience in CRM, sales enablement or data-led platforms, alongside strong delivery capability and stakeholder management skills. You will be comfortable operating in a fast-paced, global environment, working across Distribution, Technology and Data teams to deliver tangible improvements in sales effectiveness and user experience.
About Us: 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: This role is part of the Client Group Data team, collaborating across a virtual network with Distribution & Marketing, Technology, Finance, Product Management, and other business domain leads.
What you'll do:
- CRM Platform Management (Salesforce): Own the day-to-day administration of the CRM platform (Salesforce), including user management, roles, profiles and permissions. Lead the configuration and maintenance of CRM functionality, including objects, fields, workflows, validation rules and page layouts. Manage release cycles end-to-end, including planning, testing, deployment and documentation. Ensure CRM is aligned to business processes, supporting client management, pipeline tracking and sales activity capture. Act as the primary point of contact for CRM-related queries, issues and enhancement requests. Identify opportunities to improve CRM functionality, usability and efficiency. Support ongoing platform enhancements aligned to user needs and business priorities. Stay current with Salesforce capabilities and best practice.
- Adoption & User enablement: Drive consistent adoption of CRM across Distribution teams, embedding it as the core tool for client-related activities. Lead user onboarding, training and enablement initiatives to improve engagement, capability and effectiveness. Partner with regional CRM champions to drive consistent adoption, share best practices and ensure a cohesive approach to CRM usage across regions. Proactively gather user feedback and translate this into platform enhancements and improvements.
- Data Quality & Integrity: Own the integrity of client and sales data within CRM, ensuring accuracy, completeness and consistency. Monitor and report on data quality metrics, driving improvements where required. Implement and uphold data standards and governance practices in line with enterprise frameworks. Partner with Data teams to ensure alignment with broader data management initiatives.
- Collaboration & Delivery: Act as a coordinator for CRM demand, ensuring requirements are clearly defined, documented and aligned with strategic priorities before entering the delivery pipeline. Support the CRM demand intake process, working within the established demand forum to capture, triage and progress regional requests and enhancements. Work closely with Technology and Data teams to deliver CRM enhancements and integrations. Facilitate communication between global, regional and technology teams, ensuring transparency of priorities, timelines and delivery outcomes. Translate business requirements into practical CRM configurations and solutions.
The knowledge, experience and qualifications you need:
- Hands-on experience administering Salesforce, including configuration, user management, automation and release management.
- Strong understanding of sales processes, pipeline management and client engagement workflows.
- Experience delivering CRM enhancements or platform-related initiatives end-to-end.
- Ability to translate business requirements into practical system solutions.
- Strong analytical, communication and influencing skills.
- Bachelor's degree (or equivalent self-taught skills).
- Experience of Asset Management or similar financial services would be preferential.
The knowledge, experience and qualifications that'll help:
- Experience within asset management or financial services.
- Experience working with Salesforce and its wider ecosystem (e.g. Sales Cloud), including configuration and administration.
- Exposure to data, reporting or business intelligence tools (e.g. Power BI, Tableau).
- Understanding of client data, product structures and distribution models.
- Interest in data, analytics and technology-driven sales enablement.
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.
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.
Full time
Posting Date: 2026-08-20
Client Group Sales Enablement Platform Analyst in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Group Sales Enablement Platform Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Schroders. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Group Sales Enablement Platform Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Schroders.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Schroders's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Schroders
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Schroders.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Schroders will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Schroders employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
