Job-ID: 2287Category: Business Development & Client ServicesLocation: London, United KingdomPosted: 2026-10-23Closes: 2026-11-13Advertised Salary: CompetitiveEmployment Type: PermanentBusiness Area: Wealth ManagementFamily Office Services DirectorClient-facing role progression: Family Office Services DirectorWho we're looking forThe Family Office Services (FOS) Director is responsible for supporting and strengthening relationships with family offices and families of significant wealth, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances business development, long-term client outcomes, team contribution, and firm-wide stewardship.
The role is non-regulated, although the role holder should bring relevant specialist knowledge or expertise in an area that supports the needs of wealthy families and family offices, and maintain the professional standards required for the role.
About Cazenove CapitalAt 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 companySchroders 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 baseWe have been in 1 LWP since 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 teamWe 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 doScope & AccountabilityResponsibility for the family office needs of a defined portfolio of client relationshipsAccountability for client service, retention, and commercial performance against agreed targetsResponsibility for operating within agreed risk, governance, and regulatory parametersContribution to team culture, collaboration, and shared successCommitment to personal development and supporting the development of othersKey Responsibilities1. Growth & Commercial LeadershipDeliver agreed targets across gross new assets, FOS revenue growth, and client profitability metricsDrive revenue growth through deep client relationships, proactive opportunity identification, and a clear business development planOriginate and convert high-quality opportunities, including those with complex and strategic needsAct as a trusted referral partner across the firm, generating and receiving meaningful internal and external referrals2. Client Leadership & ExperienceSet the standard for exceptional client service and long-term retentionBuild trusted, multi-generational relationships with key clients, families, family offices and influencersDemonstrate a strong understanding and application of the firm's Tier 1 proposition to ensure alignment with long-term wealth objectives and specific needs of families and their family officesLead collaborative client solutions, drawing on specialist and investment expertise as appropriateSupport next-generation planning and longer-term relationship continuity where relevant to client needs3. People, Leadership & Role ModellingDemonstrate visible leadership through behaviour, professionalism, sound judgement, and accountabilityAct as a role model for client focus, collaboration, and ethical decision-makingSupport, coach, and help develop colleagues across FOS, including FOS Managers, Assistants, Associates, and Family Office SupportInvest in personal development, seek regular feedback, and contribute to a high-performance cultureContribute thought leadership internally and represent the firm credibly in appropriate external forums4. Operational & Platform ExcellenceEnsure FOS engagements are managed in a commercially sustainable and profitable manner, within the parameters and controls available to the roleShare knowledge and expertise to strengthen the consistent delivery of FOSChampion scalable, innovative, and efficient ways of working that support long-term client and business outcomesUse data, insight, and digital tools to support effective decision-making and improved client outcomes5. Risk, Governance & Professional StandardsMaintain a strong risk culture with disciplined client and relationship oversightEnsure KYC, client documentation, and ongoing FOS reviews are completed to a high standardRecognise where client needs involve regulated advice or activity and involve appropriately qualified colleaguesComply fully with all firm, divisional, and regulatory responsibilities relevant to the roleComplete mandatory training on time and maintain high professional and conduct standardsKey RelationshipsClients and family groups within the assigned portfolio of client relationshipsFOS Managers, FOS Assistants/AssociatesPortfolio Directors, Portfolio Managers, Assistant/Associate Portfolio Managers, Client Services Executives, Team Managers, and Team HeadsInvestment, Planning, Wealth Advisory and specialist partnersRisk, Compliance, and operational colleaguesWhat Success Looks LikeA well-managed and commercially sustainable portfolio of client relationships, delivered within agreed targets and risk parametersHigh client satisfaction and strong long-term retentionTrusted partnerships across the firm and a strong contribution to referrals and collaborationStrong risk and governance outcomes with no avoidable issuesRecognition as a senior role model who develops others and contributes positively to team cultureThe knowledge, experience and qualifications you needRelevant specialist knowledge or expertise in an area that supports the needs of wealthy families and family offices, and the professional standards required for the role.
What you'll be likeA role model for client focus, collaboration, and ethical decision-making, demonstrating professionalism, sound judgement, and accountability. Committed to personal development and supporting the development of others.
We recognise potential, whoever you areOur 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 the company
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.
Family Office Services Director in London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
