Senior Case Manager, Operations Onboarding

Schroders; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Schroders is seeking a Senior Case Manager for Operations Onboarding in London. You will own the most complex onboarding events end to end, coordinating across the Operations Onboarding hub and regional teams, and ensuring readiness and sign-off with rigorous governance.

You will challenge requirements, lead cross‑functional delivery, and guide case managers while reporting to the Head of Onboarding Delivery & Oversight.

Qualifications

• Proven track record delivering complex multi-jurisdiction onboarding and fund launches.
• Deep knowledge of KYC/AML across jurisdictions.
• Ability to influence senior stakeholders and coordinate across regions.
• Strong risk assessment and governance capabilities.
• Experience guiding and coaching case managers.

Responsibilities

• Own the most complex onboarding events end to end: launches, restructures, changes.
• Plan sequencing and critical path across teams and regions.
• Assess impact on capability, cost, risk, and operating model before commitments.
• Oversee hub delivery with quality assurance before sign-off.
• Maintain global dashboard with live status across portfolio.
• Escalate risks to Head of Onboarding Delivery & Oversight.
• Drive lessons learned into playbooks and tooling.

Skills

Onboarding experience

Portfolio delivery

Stakeholder influence

KYC/AML knowledge

Tools

Aladdin configuration

Onboarding platform

Job description

Senior Case Manager, Operations Onboarding

London, United Kingdom

Job Description

Who we’re looking for

We’re looking for a senior individual contributor to manage the most complex and highest-risk onboarding cases end to end within the Operations Onboarding team. Reporting to the Head of Onboarding Delivery & Oversight, this role will act as a single entry point and centralised control for mandate and broker requests across the book. You’ll provide direction and oversight to the Indian Operations hub capability teams, be accountable for delivery across a portfolio of cases and guide, coach and quality assure the work of Case Managers.

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

Own the most complex events end to end: fund launches, restructures, mergers, custodian changes and new market or instrument access

Set the plan, sequencing and critical path for cases spanning multiple teams and regions

Own impact assessments covering capability, cost, risk and operating model before commitments are made

Challenge requirements, scope and go-live dates against what operations realistically can achieve

Direct and oversee hub delivery, quality assuring output before sign-off

Own case governance: readiness calls, change control and control evidence ahead of every go-live

Ensure the global dashboard reflects a live, accurate status across the portfolio

Represent onboarding with clients, Distribution, Legal, Compliance and Product

Escalate to the Head of Onboarding Delivery & Oversight where dates or capacity are at risk

Drive lessons learned into playbooks, controls, tooling and automation

The knowledge, experience and qualifications you need

Track record of delivering complex, multi-jurisdiction onboarding and fund launches

Deep understanding of Aladdin configuration and the wider onboarding platform

Confident interpreting IMAs, prospectuses and client documentation without support

Broad asset class knowledge and front-to-back investment lifecycle understanding

Strong risk, control and judgement; comfortable making the call under pressure

Influences senior stakeholders who do not report to them

Uses live status and volume data analytically to manage a portfolio

Applied KYC, AML and LEI knowledge across multiple jurisdictions

Champions new technology including AI and continuous improvement

What you’ll be like

Takes full ownership of complex cases and of the wider book

Challenges scope, dates and feasibility constructively

Stays calm and credible when dates are challenged or cases go wrong

Coaches case managers and raises the standard around them

Partners with the hub as one team rather than directing from a distance

Reports status with integrity and transparency, bad news early

Curious about AI and better ways of working, and leads adoption

Measured on portfolio delivery, early risk identification and fewer repeat issues

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

• Locations 1 London Wall Place, London, EC2Y 5AU, GB