Schroders Personal Wealth
Jacquie Marley is a seasoned professional with extensive experience in management and operational change within the financial services sector. Currently serving as Delivery & Reporting Manager and Product Owner at Schroders Personal Wealth since June 2019, Jacquie focuses on executing strategic initiatives in the referrals, conversion, and nurturing value streams. Prior to this role, Jacquie spent over six years at Lloyds Banking Group, where responsibilities included managing operational changes for the UK Wealth and Private Banking business and overseeing various operational roles within Lloyds Private Banking Ltd and Lloyds Bank Private Banking. Jacquie's career reflects a strong background in leadership, client solutions, and enhancing customer experiences across multiple facets of banking and financial management.
Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.