At a Glance
- Tasks: Lead technology delivery and strategy for client engagement platforms in a global financial services environment.
- Company: Join Schroders, a leading global investment manager with over 200 years of experience.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Be part of a diverse and inclusive culture that values your unique perspective.
- Why this job: Make a real impact by driving innovation in technology and client engagement.
- Qualifications: Extensive leadership experience in technology within financial services and strong platform knowledge.
The predicted salary is between 100000 - 120000 £ per year.
We are seeking an experienced senior Technology leader with a strong track record of leading complex technology delivery within large, global financial services organisations. This individual will combine delivery leadership with genuine platform literacy, particularly across the Salesforce ecosystem and sales enablement technologies such as Seismic and will bring the judgement and credibility needed to operate at a senior level across business and technology stakeholders.
You will take accountability for delivery outcomes across multiple cross-functional teams, shaping priorities, challenging constructively and maintaining momentum in a fast-moving, vendor-rich environment. You are equally effective coaching teams, managing governance and navigating senior stakeholder relationships. You understand that CRM and content enablement platforms in asset management sit at the intersection of commercial, regulatory and operational priorities, and you bring enough domain awareness to ensure delivery decisions reflect that context.
Above all, you are pragmatic. You adapt your approach to context, prioritise what delivers the most value, and recognise that sustained delivery depends on both mindset and discipline.
The Client Group Technology team sits within the Asset Management Platform (AMP), a global technology change and delivery organisation responsible for delivering the platforms that underpin Schroders’ investment, client, operational and data capabilities. Client Technology is responsible for all platforms associated with client relationship management and client engagement, with a strong emphasis on the Salesforce ecosystem (including Sales Cloud, Service Cloud and Financial Services Cloud) and the Seismic Enablement Cloud for sales content management, personalisation and distribution.
The team delivers across a portfolio that includes CRM continuous improvement, data enablement (first-party data capture, upstream and downstream integration), sales content enablement, RFP and DDQ AI enablement, and digital distribution, spanning both Public and Private Markets businesses.
What you’ll do
- Define and own the strategic direction of the Client Group Technology platform, ensuring alignment to business priorities across public and private market business lines.
- Drive a cohesive strategy to align business and technology, placing data and AI at the core of the platform to enable convergence, simplify operating models, and deliver scalable, value-driven outcomes across Group Operations.
- Lead the evolution of a platform-centric architecture underpinned by Salesforce as the core CRM infrastructure, driving standardisation, reuse, and simplification across core capabilities to improve scalability, resilience, and cost efficiency.
- Establish and embed a process-driven operating model, ensuring consistent, well-governed delivery across the full lifecycle—from design through to build, run, and continuous optimisation.
- Deliver measurable business outcomes, enabling efficient, scalable operational processes and improving end-to-end performance across the Client Group Technology Platform.
- Partner with senior business stakeholders, acting as a trusted advisor to shape demand, prioritise investment, and ensure technology delivery is fully aligned to business strategy.
- Drive disciplined platform governance, including adherence to Global Technology policies and standards (e.g. SDLC, architecture governance), as well as investment prioritisation, risk management, and delivery assurance across a complex application landscape.
- Own and manage a significant technology budget of circa £30m, ensuring effective allocation of investment, strong financial governance, and clear linkage between spend and business value.
- Lead, develop, and provide strategic oversight to a large, platform-aligned organisation of circa 50 technology professionals, fostering a high-performance culture focused on accountability, collaboration, and continuous improvement.
- Leverage data, AI, and emerging technologies to unlock new capabilities, enhance transparency, and improve decision-making.
The knowledge and experience you need
- Extensive senior leadership experience within technology in a global asset management or financial services environment, with a proven track record of delivering complex, business-critical platforms.
- Demonstrable experience defining and executing platform strategies, including the adoption of platform-centric architecture approaches to drive standardisation, simplification, and scalability across large technology estates.
- Strong understanding of end-to-end Client lifecycle processes, with experience embedding process-driven operating models that deliver consistent, well-governed outcomes across design, delivery, and run.
- Deep understanding of modern marketing technology ecosystems, including content management, marketing automation, personalisation, analytics and campaign execution platforms, and how they can be leveraged to drive client acquisition, engagement and retention at scale.
- Experience defining and executing digital product strategies that combine customer insight, behavioural analytics, data and AI to optimise digital journeys, improve conversion and engagement metrics, and deliver differentiated client experiences across global markets.
- Experience driving business and technology alignment at scale, using data underpinned by SnowFlake and AI as core enablers to support decision-making, operational efficiency, and transformation outcomes.
- Deep knowledge of modern architecture principles and enterprise platforms, including cloud-native architectures, API and event-driven design, data platforms, and integration patterns.
- Experience of delivering business value through Salesforce, with an understanding of its role in enabling and supporting end-to-end Client lifecycle capabilities.
- Proven experience leading large, globally distributed technology organisations, including organisational design, leadership team development, and scaling high-performing teams.
- Strong financial and commercial acumen, with experience managing significant technology budgets, investment prioritisation, and delivering measurable value from spend.
- Experience operating within mature governance frameworks, including adherence to SDLC disciplines, architecture governance, and risk management practices across complex environments.
- Excellent stakeholder management and influencing skills, with the ability to engage, challenge, and align senior business and technology leaders, including COO-level stakeholders.
- Experience leveraging emerging technologies, including SnowFlake as the firms enterprise data platform, AI to drive innovation and improve operational outcomes.
What you’ll be like
You are a strategic, outcome-driven technology leader who thrives in complex environments and is passionate about aligning business and technology to deliver meaningful impact. You bring a strong platform and architectural mindset, coupled with a disciplined, process-driven approach to execution. You are confident operating at senior levels, able to influence, challenge, and build trusted relationships across business and technology. As a leader, you take ownership, set clear direction, and build high-performing teams, while actively fostering a supportive and inclusive culture that develops and nurtures the workforce of the future across a combined technology and operations environment, driving accountability, simplicity, and continuous improvement.
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.
Head of Client Group Technology 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 Head of Client Group Technology 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.
✨Connect on Professional Platforms
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 Head of Client Group Technology 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.