Head of Global Platform Onboarding

Schroders

Greater London

Hybrid

GBP 180,000 - 240,000

Full time

10 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Schroders is seeking a Head of Global Platform Onboarding based in London. You will define the global onboarding strategy, service standards and operating model, while leading senior regional and functional onboarding leaders through a transformation.

Reporting to the Global Head of Platform Services, you’ll influence at executive level and build a scalable, technology-enabled onboarding service for the future.

Qualifications

Extensive asset management operations leadership experience across regions.
Proven track record running multi-region onboarding.
Strong commercial/financial judgment; able to own a business case.

Responsibilities

Set global onboarding strategy, standards and operating model.
Lead regional and hub onboarding leaders to drive transformation.
Own client outcomes for onboarding including time, quality and cost.
Chair governance councils and approve workflow tool enhancements.
Sponsor business cases for investments and improvements.
Own global KPI and SLA framework and executive-level reporting.

Skills

Asset management leadership

Global onboarding

Governance leadership

Financial judgment

Regulatory credibility

Technology-led change

Job description

Roles advertised on this site are for TIAA/Nuveen employees only.
If you are an employee of TIAA/Nuveen, apply to these roles using your work email address to be considered.
Applying without a valid TIAA/Nuveen email address will result in your application being rejected.
If you are an existing Schroders employee, please search for internal roles on the Internal Careers site.

Not an Employee and looking for opportunities at Schroders?
Visit Schroders Careers to explore exciting roles open to external candidates.

Head of Global Platform Onboarding

London, United Kingdom

Job Description

Who we’re looking for

This is an opportunity to shape and lead Schroders’ global onboarding proposition, setting the direction for a critical function that supports clients, investment teams and operational colleagues across regions and asset classes. As Global Head of Platform Onboarding, you’ll define the global strategy, service standards and target operating model, while leading senior regional and functional onboarding leaders through a period of continued transformation. Reporting to the Global Head of Platform Services and sitting on the Platform Services leadership team, you’ll have the mandate to influence at executive level, improve client outcomes, strengthen risk and control, and build a scalable, technology-enabled onboarding service for the future.

About Us

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 moved into our new HQ in the City of London in 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.

What you'll do

Set global onboarding strategy, service standards and the target operating model, and drive adoption across regions
Ultimately accountable for the service delivered by the Indian Operations hub teams and by the case managers
Own client outcomes for onboarding: time to onboard, quality, risk and cost
Chair and run the governance council, briefed by the regional heads, the Head of Onboarding Delivery & Oversight and the Head of Onboarding Services
Approve workflow tool enhancements and the business design of any AI agents supporting onboarding
Produce and sponsor the business cases for further investment and improvement
Own the global KPI and SLA framework, holding each leader to the standards set for their area
Act as the final escalation point where capacity, dates or quality cannot be resolved regionally or in the hub
Dual hats as Head of Operations Onboarding, EMEA: chairs the EMEA regional working group and manages key head office stakeholders
Build the relationships and network across head office needed to influence decisions and secure support
Own the multi-year strategy of continuous improvement, and sequencing of business change requests so the service keeps running while it improves
Own the risk and control framework for end to end onboarding, including regulatory exposure, audit outcomes and RCAs
Own the headcount budget and deliver the service within the agreed budget
Represent onboarding at executive and board level, and with clients and regulators when required
Own talent, culture and succession across the global function, developing the leaders beneath you

The knowledge, experience and qualifications you need

Extensive asset management operations leadership, with deep onboarding, mandate or account opening expertise
Track record of running multi-region teams and proposing operating model change
Strong commercial and financial judgement; comfortable owning a cost base and a business case
Credible with regulators, clients and executive stakeholders
Evidence of building capability in offshore or nearshore hubs
Genuine interest in technology-led change, including workflow tooling and AI, and the judgement to apply it well
Proven at leading a global function through senior managers rather than directly
Credible chairing senior governance and building influence through a head office network

What you’ll be like

Sets direction and brings the organisation with them; comfortable making decisions with incomplete information
Commercially minded - weighs cost, risk and client outcome together
Builds trust quickly with executives, regulators and clients
Develops leaders beneath them and holds the bar on performance
Resilient and calm through change and competing regional priorities

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.

About Us

We're 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 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Job Info