Delivery Lead - Client Technology
Schroders · London
Who we’re looking for
We are seeking an experienced Delivery Lead 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.
About Schroders
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
The Client 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 and operational 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. You will lead one or more cross-functional delivery teams, driving modernisation and continuous improvement across these platforms and their associated ways of working.
What you’ll do
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Accountable for the delivery of a backlog of work associated with one or more Client Technology products or change initiatives of varied complexity, through one or more cross-functional teams.
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Build and maintain motivated teams with your product, engineering and analyst peers, ensuring there is an iterative plan to work towards the regular delivery of value that is balanced between technical improvement and change.
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Lead delivery across client technology platforms including Salesforce and Seismic, covering CRM enhancements, data integrations, content enablement and emerging AI-driven capabilities. Where required, manage platform-specific considerations such as release cycles, sandbox strategies and regression testing.
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Coach the team and those with influence upon them. Apply the most appropriate agile and lean tools and techniques and facilitate continuous improvement.
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Proactively manage risks and dependencies, overcome obstacles, and get the best value against constraints, including the tracking and challenge of vendor and third-party delivery commitments where applicable.
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Support data integration and platform connectivity initiatives, helping ensure Salesforce and associated client technology platforms are effectively connected across the broader technology landscape.
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Establish and maintain delivery governance appropriate to team and initiative complexity, ensuring clear reporting, decision-making and escalation structures that align to AMP enterprise delivery standards and Global Technology lifecycle processes.
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Facilitate collaborative sessions, workshops and stakeholder alignment, helping teams get closer to the needs of users and ensuring alignment between client-facing business teams, product leads and delivery. Protect the team's ability to focus on what is most important.
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Capture and analyse delivery metrics to provide appropriate insights to the team and their stakeholders, using data and context to demonstrate progress and improvement.
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Coordinate delivery across workstreams that span both Public and Private Markets businesses, managing dependencies with adjacent AMP platforms where client technology initiatives intersect.
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Work with business stakeholders and product leads to ensure platform changes are accompanied by appropriate change readiness activities, supporting adoption and realisation of intended business value.
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Develop and support the people around you, helping them grow in capability and confidence. Work in close collaboration with your engineering and product counterparts, sharing responsibility for in-role development and career progression.
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Collaborate with and contribute to the AMP Delivery Community of Practice, helping to define good practice and contributing to the ongoing improvement of delivery standards and ways of working.
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Maintain clear oversight of delivery finances, including resource forecasting, vendor cost tracking and alignment to approved investment cases. Ensure accurate documentation, data and artefacts are maintained to support transparency, governance and finances.
The knowledge, experience and qualifications you need
Essential
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Experience of leading and motivating multiple multi skilled teams towards a shared outcome and creating the right environment for them to work effectively, empowering them to deliver.
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Experience influencing engineers, QAs, analysts and wider stakeholders in the adoption and appropriate application of agile ways of working.
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Strong working knowledge of the Salesforce platform (Sales Cloud, Service Cloud or Financial Services Cloud), with sufficient depth to understand solution design decisions, release management processes and platform constraints without necessarily being a hands-on administrator.
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Familiarity with sales enablement and content management platforms, ideally Seismic, including an understanding of content automation, personalisation workflows, analytics and integration with CRM systems.
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Understanding of Salesforce release management processes, including sandbox management, deployment pipelines and platform release impact assessment.
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Experience of managing multiple initiatives, helping teams provide transparency of their work and their capacity and fostering effective collaboration between teams and stakeholders.
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The tenacity to remove bottlenecks and impediments to efficient delivery.
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Experience creating delivery metrics and reporting, understanding the difference between leading and lagging indicators and the optimum usage of them.
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Knowledge and experience of the full software development lifecycle.
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Excellent communication and influence skills, with the ability to navigate complex and senior stakeholder networks.
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Extensive experience in technology change delivery within a large, global and regulated financial services organisation, with an awareness of how regulatory and compliance requirements (for example, data privacy, client communications, marketing compliance) influence delivery decisions
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Experience working with global colleagues and stakeholders, with sensitivity to cultural differences, time zones and distributed delivery models.
Desirable
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Salesforce certifications such as Certified Associate / Administrator or similar
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Experience delivering within complex, multi-vendor and third-party ecosystems, including management of strategic platform providers and external delivery partners.
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Experience of working within client engagement, distribution or client relationship management functions in an asset or investment management context.
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Understanding of data integration patterns and how CRM platforms connect with upstream and downstream systems (APIs, ETL, data lakes) to support joined-up client journeys.
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Exposure to AI-driven delivery capabilities and how these integrate into delivery planning, content automation and client engagement workflows.
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Understanding of modern technology architectures, including cloud-based platforms and API-driven ecosystems.
What you’ll be like
Outcome-focused practitioner
You take ownership for delivering measurable value through iterative, team-based delivery. You balance business urgency with technical quality and are relentless in keeping teams focused on what matters most. You understand that delivery is about outcomes, not activity, and you hold yourself and your teams to that standard.
Platform-literate delivery leader
You bring enough depth in Salesforce and sales enablement platforms to ask the right questions, challenge assumptions and hold solution quality to account. You don’t need to be a hands-on administrator, but you understand how these platforms work, how they are configured and released, and how they connect to the broader technology landscape. That literacy earns you credibility with engineers, analysts and business stakeholders alike.
Servant leader and team builder
You create the conditions for high-performing teams. You coach, shield and empower people to do their best work while fostering accountability and continuous learning. You care about the development of the individuals around you, not just the delivery of the work, and you lead by example in how you collaborate, communicate and hold yourself to account.
Pragmatic and adaptive
You apply the right methodology to the right context, recognising that Salesforce delivery often blends agile, iterative and configuration-led approaches. You are comfortable with ambiguity and adjust your approach as the landscape evolves. You don’t over-engineer process for the sake of it, but you know when structure and discipline are needed to keep things on track.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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 characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.