Asset Management

Posted 4 days ago

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**Delivery Lead - Salesforce** Based in London, we seek an experienced Delivery Lead with a strong track record in leading complex technology deliveries within large, global financial services organisations. This role focuses on Salesforce and sales enablement technologies like Seismic. Key responsibilities include: - Leading cross-functional teams delivering work across multiple platforms and change initiatives. - Managing delivery across client technology platforms, including Salesforce and Seismic, covering CRM enhancements, data integrations, content enablement, and emerging AI capabilities. - Coaching teams, managing risks, and navigating senior stakeholder relationships. - Collaborating with businesses to ensure platform changes are accompanied by appropriate change readiness activities. We're looking for someone with: - Extensive delivery leadership experience in financial services, preferably with Salesforce. - Strong Salesforce platform knowledge and experience with sales enablement platforms. - Proven ability to lead diverse teams, manage complex projects, and thrive in vendor-rich environments. Our globally recognised investment management firm offers an excellent opportunity to grow professionally in a dynamic and inclusive environment.

Compensation: Not specified
City: London
Country: United Kingdom

Full Job Description

Location: London, United Kingdom

Who were 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

Were 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 5,000 people on six continents. And weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. Were close to our clients, in the heart of the UKs 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 youll do

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.
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.
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.
Coach the team and those with influence upon them. Apply the most appropriate agile and lean tools and techniques and facilitate continuous improvement.
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.
Support data integration and platform connectivity initiatives, helping ensure Salesforce and associated client technology platforms are effectively connected across the broader technology landscape.
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.
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.
Capture and analyse delivery metrics to provide appropriate insights to the team and their stakeholders, using data and context to demonstrate progress and improvement.
Coordinate delivery across workstreams that span both Public and Private Markets businesses, managing dependencies with adjacent AMP platforms where client technology initiatives intersect.
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.
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.
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.
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

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.
Experience influencing engineers, QAs, analysts and wider stakeholders in the adoption and appropriate application of agile ways of working.
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.
Familiarity with sales enablement and content management platforms, ideally Seismic, including an understanding of content automation, personalisation workflows, analytics and integration with CRM systems.
Understanding of Salesforce release management processes, including sandbox management, deployment pipelines and platform release impact assessment.
Experience of managing multiple initiatives, helping teams provide transparency of their work and their capacity and fostering effective collaboration between teams and stakeholders.
The tenacity to remove bottlenecks and impediments to efficient delivery.
Experience creating delivery metrics and reporting, understanding the difference between leading and lagging indicators and the optimum usage of them.
Knowledge and experience of the full software development lifecycle.
Excellent communication and influence skills, with the ability to navigate complex and senior stakeholder networks.
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
Experience working with global colleagues and stakeholders, with sensitivity to cultural differences, time zones and distributed delivery models.

Desirable

Salesforce certifications such as Certified Associate / Administrator or similar
Experience delivering within complex, multi-vendor and third-party ecosystems, including management of strategic platform providers and external delivery partners.
Experience of working within client engagement, distribution or client relationship management functions in an asset or investment management context.
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.
Exposure to AI-driven delivery capabilities and how these integrate into delivery planning, content automation and client engagement workflows.
Understanding of modern technology architectures, including cloud-based platforms and API-driven ecosystems.

What youll 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 dont 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 dont 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 provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.

Full Job Description

Location: London, United Kingdom

Who were looking for

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

Were 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.

The base

We moved into our new HQ in the City of London in 2018. Were close to our clients, in the heart of the UKs financial centre. And we have everything we need to work flexibly.

The team

What youll do

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.
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.
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.
Coach the team and those with influence upon them. Apply the most appropriate agile and lean tools and techniques and facilitate continuous improvement.
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.
Support data integration and platform connectivity initiatives, helping ensure Salesforce and associated client technology platforms are effectively connected across the broader technology landscape.
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.
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.
Capture and analyse delivery metrics to provide appropriate insights to the team and their stakeholders, using data and context to demonstrate progress and improvement.
Coordinate delivery across workstreams that span both Public and Private Markets businesses, managing dependencies with adjacent AMP platforms where client technology initiatives intersect.
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.
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.
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.
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

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.
Experience influencing engineers, QAs, analysts and wider stakeholders in the adoption and appropriate application of agile ways of working.
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.
Familiarity with sales enablement and content management platforms, ideally Seismic, including an understanding of content automation, personalisation workflows, analytics and integration with CRM systems.
Understanding of Salesforce release management processes, including sandbox management, deployment pipelines and platform release impact assessment.
Experience of managing multiple initiatives, helping teams provide transparency of their work and their capacity and fostering effective collaboration between teams and stakeholders.
The tenacity to remove bottlenecks and impediments to efficient delivery.
Experience creating delivery metrics and reporting, understanding the difference between leading and lagging indicators and the optimum usage of them.
Knowledge and experience of the full software development lifecycle.
Excellent communication and influence skills, with the ability to navigate complex and senior stakeholder networks.
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
Experience working with global colleagues and stakeholders, with sensitivity to cultural differences, time zones and distributed delivery models.

Desirable

Salesforce certifications such as Certified Associate / Administrator or similar
Experience delivering within complex, multi-vendor and third-party ecosystems, including management of strategic platform providers and external delivery partners.
Experience of working within client engagement, distribution or client relationship management functions in an asset or investment management context.
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.
Exposure to AI-driven delivery capabilities and how these integrate into delivery planning, content automation and client engagement workflows.
Understanding of modern technology architectures, including cloud-based platforms and API-driven ecosystems.

What youll be like

Outcome-focused practitioner

Platform-literate delivery leader

Servant leader and team builder

Pragmatic and adaptive

We recognise potential, whoever you are

Delivery Lead - Salesforce

Full Job Description

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