Family Office Services Director

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the 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.

The base

We have been in 1 LWP 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 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

Scope & Accountability

Responsibility for the family office needs of a defined portfolio of client relationships

Accountability for client service, retention, and commercial performance against agreed targets

Responsibility for operating within agreed risk, governance, and regulatory parameters

Contribution to team culture, collaboration, and shared success

Commitment to personal development and supporting the development of others

Deliver agreed targets across gross new assets, FOS revenue growth, and client profitability metrics

Drive revenue growth through deep client relationships, proactive opportunity identification, and a clear business development plan

Originate and convert high-quality opportunities, including those with complex and strategic needs

Act as a trusted referral partner across the firm, generating and receiving meaningful internal and external referrals

Set the standard for exceptional client service and long-term retention

Build trusted, multi-generational relationships with key clients, families, family offices and influencers

Demonstrate a strong understanding and application of the firm’s Tier 1 proposition to ensure alignment with long-term wealth objectives and specific needs of families and their family offices

Lead collaborative client solutions, drawing on specialist and investment expertise as appropriate

Support next-generation planning and longer-term relationship continuity where relevant to client needs

Demonstrate visible leadership through behaviour, professionalism, sound judgement, and accountability

Act as a role model for client focus, collaboration, and ethical decision-making

Support, coach, and help develop colleagues across FOS, including FOS Managers, Assistants, Associates, and Family Office Support

Invest in personal development, seek regular feedback, and contribute to a high-performance culture

Contribute thought leadership internally and represent the firm credibly in appropriate external forums

Ensure FOS engagements are managed in a commercially sustainable and profitable manner, within the parameters and controls available to the role

Share knowledge and expertise to strengthen the consistent delivery of FOS

Champion scalable, innovative, and efficient ways of working that support long-term client and business outcomes

Use data, insight, and digital tools to support effective decision-making and improved client outcomes

Maintain a strong risk culture with disciplined client and relationship oversight

Ensure KYC, client documentation, and ongoing FOS reviews are completed to a high standard

Recognise where client needs involve regulated advice or activity and involve appropriately qualified colleagues

Comply fully with all firm, divisional, and regulatory responsibilities relevant to the role

Complete mandatory training on time and maintain high professional and conduct standards

Clients and family groups within the assigned portfolio of client relationships

FOS Managers, FOS Assistants/Associates

Portfolio Directors, Portfolio Managers, Assistant/Associate Portfolio Managers, Client Services Executives, Team Managers, and Team Heads

Investment, Planning, Wealth Advisory and specialist partners

Risk, Compliance, and operational colleagues

A well-managed and commercially sustainable portfolio of client relationships, delivered within agreed targets and risk parameters

High client satisfaction and strong long-term retention

Trusted partnerships across the firm and a strong contribution to referrals and collaboration

Strong risk and governance outcomes with no avoidable issues

Recognition as a senior role model who develops others and contributes positively to team culture

The knowledge, experience and qualifications you need

Relevant specialist knowledge or expertise in an area that supports the needs of wealthy families and family offices, and the professional standards required for the role.

What you’ll be like

A role model for client focus, collaboration, and ethical decision-making, demonstrating professionalism, sound judgement, and accountability. Committed to personal development and supporting the development of others.

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.