Business Development Director
Posted 1 day 2 hours ago by Schroders
Who we're looking for
Business Development Director
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
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.
The base
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 we have everything we need to work flexibly.
The team
We are one of the largest UK based wealth management firms, 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 expertise in investment, wealth planning, lending and family office services.
We draw on the resources of the Schroders Group, alongside our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
The role
The Business Development Director plays a leadership role within the Wealth Management Business Development function, supporting the Global Head of Business Development in delivering sustainable growth through high quality client acquisition.
The role has primary ownership of key routes to market, including third party referrals and client acquisition initiatives, and acts as a Squad Lead for Client Acquisition within an agile, cross functional model.
1) Client Acquisition Channels & Routes to Market
- Lead and own the end to end process for inbound Wealth Management enquiries, including website enquiries, digital acquisition programmes and the employee referral scheme.
- Ensure inbound enquiries are appropriately monitored, triaged and allocated.
- Track quality, conversion and commercial impact of inbound opportunities.
- Continuously improve inbound acquisition processes to support Gross New Business targets.
2) Third Party Referral Strategy
- Own third party referrals as a strategic route to market supporting GNB targets.
- Develop and manage relationships with lawyers, accountants, consultants and Lloyds Banking Group.
- Work with advisers and regional teams to improve referral quality, conversion and longevity.
- Ensure consistent Salesforce tracking and engagement discipline.
3) Leadership & Collaboration within Business Development and Marketing
- Act as a leader within the Business Development team, supporting the Global Head of Business Development.
- Contribute to Business Development strategy, priorities and operating cadence.
- Promote collaboration across Business Development, Regions, Marketing and Data & MI.
- Role model Schroders values and a high performance culture.
- Line management responsibility for one or two Business Development Assistants.
- Lead the Client Acquisition squad within an agile delivery model.
- Coordinate cross functional activity across offline and online acquisition channels.
- Translate objectives into clear priorities, actions and outcomes.
- Track progress, unblock delivery and maintain focus on Gross New Business impact.
5) Performance, Values & Conduct
- Deliver positive client outcomes through disciplined execution.
- Act in line with Schroders culture, values and conduct expectations.
- Ensure activities comply with policies, procedures and FCA standards.
- Escalate conduct, risk or non financial misconduct concerns promptly.
6) Risk, Governance & Controls (Acquisition Activity)
- Ensure acquisition activity operates within agreed governance frameworks.
- Partner with Compliance, Risk and Legal to ensure safe prospect outreach.
Key outcomes & measures of success
- Improved quality and conversion of inbound Wealth Management enquiries.
- Growth in high quality third party referrals.
- Effective leadership of the Client Acquisition squad.
- Strong cross functional collaboration and values alignment.
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, allows us to make better decisions and better achieve our purpose.
This is why inclusion and diversity are a strategic priority and why we are an equal opportunities employer. You are welcome here regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic.
Job Info- Job Identification 1394
- Job Category Business Development & Client Services
- Posting Date 04/30/2026, 03:15 PM
- Job Schedule Full time
- Locations 1 London Wall Place, London, EC2Y 5AU, GB