Portfolio Manager

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.

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 FTSE‑listed 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.

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.

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.

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.

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

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

Provide a responsive, professional, and personal client experience

Ensure client objectives, circumstances, and risk profiles are well understood

Maintain accurate records and documentation…