Client Onboarding Strategy & Governance Lead

Client Onboarding Strategy & Governance Lead Who we’re looking forThe Client Onboarding Strategy & Governance Lead plays a critical role in supporting the effective delivery, governance and control of client onboarding and periodic review activity across Schroders Wealth Management.

The role holder will own and drive a disciplined delivery and governance cadence across Wealth Management client onboarding and periodic review, ensuring consistent, defensible outcomes, strong management information, effective controls and robust remediation across both business-as-usual and change activity.

Acting as a delegate for the Global Head where appropriate, the Client Onboarding Strategy & Governance Lead will establish and run a structured operating rhythm across priorities, governance forums and stakeholder engagement. The role holder will maintain a single, joined-up view of delivery across Run-the-Bank and Change-the-Bank activity, ensuring risks, dependencies, decisions and actions are clearly understood and actively managed.

This role is critical in ensuring that governance forums, documentation, management information and regulatory records relating to client onboarding and periodic review operate efficiently, consistently and in line with FCA expectations, financial crime requirements and internal governance standards.

The role holder will also act as a primary business partner for the financial crime framework review, including third-party engagement, ensuring recommendations are translated into implementable, controlled outcomes with clear ownership and evidence of closure.

This role reports to the Global Head of Client Onboarding and is based in London.

About Cazenove Capital 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.

About Schroders, our parent company

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

We 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 do Delivery leadership and operating cadence

Establish and maintain a disciplined operating cadence across onboarding and periodic review priorities, including governance calendars, RAID logs, decision logs and action trackers.

Maintain a single consolidated view of delivery across business-as-usual and…