oracle-cloud.com
The Portfolio Director leads a portfolio of client relationships at Cazenove Capital, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances business development, long-term client outcomes, team contribution, and firm-wide stewardship within the wealth management business of Schroders. The position requires maintaining appropriate regulatory qualifications and professional standards to support private individuals, families, and charities in meeting their financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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oracle-cloud.com didn’t post a salary, so this is our estimate from similar listings.
36% below the average for this role