Americas Head of Onboarding & Delivery

Schroders Group; New York (NY); On-site; USD 160,000 - 185,000; Full time

Job summary

Schroders is seeking a Head of Onboarding, Americas to lead regional onboarding delivery, ensuring a consistent, high-quality experience aligned with the global model. You will manage the regional team, balance regional capacity, and drive improvements across regulatory and client due diligence steps.

You will report to the Global Head of Operations Onboarding and collaborate with senior leaders to ensure global dashboards reflect live status and revenue-aligned KPIs.

Qualifications

• Investment operations experience in a senior management role.
• Experience running onboarding, client lifecycle or account opening operations at scale.
• Strong operational risk and control mindset with audit/regulatory exposure.
• Proven people leadership across multiple locations and time zones.
• Confident using data to manage performance and capacity decisions.

Responsibilities

• Run day-to-day onboarding operation to agreed service levels and risk appetite.
• Own end-to-end process, controls and procedures including regulatory and client due diligence steps.
• Balance capacity across regions and the Indian Operations hub; own resourcing and succession.
• Own management information on volumes, cycle times, exceptions and root causes.
• Drive continuous improvement and remove manual workarounds.
• Resolve material delivery and control issues in region and escalate when needed.
• Contribute to the central global dashboard with live, accurate status.
• Prioritise activity globally and measure against revenue and success metrics.
• Own regional service KPIs and SLAs; ensure regional standards are met.
• Lead, coach and develop the regional team with appraisals and succession planning.
• Shape a regional culture of ownership, openness and service focus across hubs.

Skills

Senior management

Onboarding operations

Stakeholder management

Data-driven decisions

Cross-location leadership

Job description

Schroders is seeking a Head of Onboarding, Americas to lead regional onboarding delivery, ensuring a consistent, high-quality experience aligned with the global model. You will manage the regional team, balance regional capacity, and drive improvements across regulatory and client due diligence steps.

You will report to the Global Head of Operations Onboarding and collaborate with senior leaders to ensure global dashboards reflect live status and revenue-aligned KPIs.