Strategy Manager

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Context

Schroders Personal Wealth (SPW) combines over 400 years of expertise from two leading British companies - partnering to bring financial planning services to more people in the UK.

Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities. The aim of SPW is to help clients build a better financial future by providing advice designed to look after their financial wellbeing.

Following its launch in 2019, SPW has made strong progress in establishing state-of-the-art infrastructure, migrating customers to its new platform, and reshaping the business for growth. Our focus has now shifted towards building scale to become a top 3 financial planning business by 2025 whilst evolving our proposition and business model to disrupt the wealth management industry.

To achieve this ambition, the Board and CEO have established a new flagship transformation programme, "Project Ploutos", with the intent of establishing a new partnerships channel alongside SPW's current core business, one which leads the industry in the use of technology and advanced data analytics to deliver personalised, omnichannel client wealth and financial planning experiences. In 2022 this will focus on building a bionic workplace proposition in partnership with a leading blue chip client, designing and delivering the components that will support further corporate rollouts as well as retail propositions.

The new business will need to have the potential to onboard high volumes of clients per year and to tap into younger, digital-native demographics as well as provide excellent service to wealth clients, all whilst leveraging the USPs that only SPW and its relationship with Lloyds Banking Group and Schroders Investment Management can deliver.

Job Purpose

Reporting directly to the Chief Transformation Officer, the Strategy Manager is charged with supporting the set up and evolution of the new partnerships channel through strategic and competitor analysis, proposition and operating model design, business development and commercial negotiations. The individual will become a trusted adviser to Ploutos leadership team, supporting them with strategy development and articulation to a broad range of internal stakeholders, prospects and existing clients.

Principal Responsibilities

Support Ploutos senior management in developing the vision and strategy for the Partnerships channel

Work with Product Owners to develop the associated proposition design, articulating the overall development and roll out roadmap

Develop and maintain the business case for the new channel, working with Finance to ensure the revenue expectations and cost estimates are robust

Experience:

Domain expertise

Good knowledge of the financial services and e-commerce sectors, wealth management experience useful but not essential

Good understanding of customer needs, behaviours and challenges with respect to money management and financial planning

Individual skills

Strong strategic thinker, able to take disparate and complex information, analyse and consolidate into a framework, series of options and recommendations

Strong analysis and financial modelling skills

Confident and enthusiastic collaborator - team player and individual contributor

Strong communication skills with comfort in speaking with business stakeholders up to Exco level as well as external clients and advisers

A strong sense of professional ethics and service commitment to the organisation and wider society

Mindset & behaviours

Passion to challenge the status quo and find new solutions and drive out of the box ideas - loves and embraces change

Proactive and motivated, believes in a non-hierarchical culture of collaboration, transparency, safety, and trust

Not afraid to "roll up the sleeves" and seeks to go outside comfort zone to learn - pushes others to do the same

Empowers others to fail, learn, and grow

Experimental mindset to drive innovation

You belong here

At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.

Work in a way that works for you

When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.

What we'll give you

You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.

A market leading defined contribution pension scheme.

An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.

25 days holiday allowance plus bank holidays.

An incentive scheme, based on the company's performance and your contribution to it.

Join us

Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.