Change Manager - Distribution Change

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Schroders is undergoing significant change which impacts people, processes, data and technology.  Additionally, the application of agile methodologies necessitates a shift in approach to change management in order to enable, embed and evolve capabilities.

Distribution Operations, under the leadership of the Distribution Operating Officer, is transforming the way that Schroders engages with clients.  Using the latest in design thinking and analytics to innovate and create, the team is helping the organisation meet the challenges of an evolving, dynamic future.

The Distribution Change team within Operations supports and drives change, ensuring that both internal and external client needs and experience are at the forefront of our thinking.  The emphasis is on cross-organisational and cross-regional change, partnering with stakeholders and technology teams around the world to ensure that:

  • The Distribution change portfolio is aligned to divisional strategy
  • Change initiatives are appropriately prioritised, managed and governed
  • Resources working on projects are appropriately skilled and equipped (including their use of appropriate best practice tools and methods)
  • The broader divisional stakeholders are skilled and equipped to manage change 

The Distribution Change team takes overall responsibility for the successful delivery of change.  The team is managed by the Head of Distribution Change and reports into the Distribution COO.  Distribution Change defines, creates and enhances ‘capabilities’ which have both technological and business process elements working together.  Key capabilities include: Sales Effectiveness, Digital Client Experience, Client Servicing and Data MI and Analytics.  Capabilities are developed iteratively using agile methodologies and business change activities are undertaken to ensure that capabilities are deployed to deliver maximum value and the best possible client experience. 


Core team activities: 

  • Change management – supporting Capability (Product) Owners with planning, delivering and tracking business readiness activities to enable both the implementation and evolution of capabilities
  • Change Planning – analysing the impact of change, designing change activities appropriate to the level of impact and preparing and implementing a change plan aimed at delivering operating models to sustain change
  • Agile change management – implementing change in an agile environment
  • Stakeholder management – supporting Capability (Product) Owners in undertaking stakeholder analysis, building change networks and defining a communication plan
  • Project management – planning, managing and tracking both small and large projects
  • Business analysis – undertaking requirements gathering, analysis and documentation
  • Portfolio management and governance – governance oversight of the Distribution portfolio of change including management of funding allocation and budgets
  • Capability (Product) ownership – owning the business vision, direction, requirements, prioritisation and adoption of designated capabilities
  • Roadmap planning - defining the direction of capabilities in line with the vision
  • Business design and architecture – applying a business design knowledgebase and skillset in order to accelerate change and reduce change risk
  • Operational excellence - applying a consistent approach to delivering continuous and sustainable improvement of customer value and business performance 
  • Service design – using a design approach when developing products and services in order to give the greatest chance of success
  • Client experience – defining client personas and journeys and using this to develop a client experience roadmap to ensure that change activity is aligned to deliver the desired client outcomes


Key Responsibilities

  • Supporting the Capability (Product) Owner in planning and embedding change
  • Change planning using the Distribution Change Framework
  • Project management of smaller changes
  • Change management for larger changes and in support of agile delivery
  • Preparing governance packs, updates and budgets for the Distribution change portfolio
  • Defining and documenting delivery roadmaps
  • Defining and documenting business architecture applying business design thinking 
  • Senior stakeholder management – buy-in, updates, managing expectations
  • Co-ordination/execution and measurement of stakeholder engagement activities including, communications, UAT planning and co-ordination, training planning and delivery, operational and business readiness planning and tracking.


  • Financial Services essential and asset management preferred
  • Project management essential and Agile delivery experience useful
  • Business readiness activity co-ordination essential
  • Managing business change using a proven methodology (such as ADKAR) preferred
  • Some combination of business design, operational excellence, service design and client experience desirable


  • Excellent application of change and project management toolset
  • Aept at outcome-focused planning
  • Confident and engaging communicator at all levels of organisation
  • Implements and insists on good process
  • Demonstrates drive and leadership
  • Thoughtful, innovative problem solver
  • Organised, structured and focused on delivery
  • Energetic, aware and curious
  • Responds constructively to challenging situations
  • Empathetic and self-aware

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