Americas Onboarding & Regional Operations Lead

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

Job summary

Schroders is seeking a Head of Onboarding, Americas, to lead onboarding delivery across the region and implement the global model locally. You will manage regional teams, control frameworks, and capacity planning, ensuring KPI and SLA adherence while driving continuous improvement across time zones and hubs.

Reporting to the Global Head of Operations Onboarding, you will shape regional culture, oversee risk and regulatory steps, and collaborate with the hub to deliver a high-quality onboarding

Qualifications

• Investment operations experience, including a senior management role.
• Significant experience running onboarding, client lifecycle or account opening operations at scale.
• Strong operational risk and control mindset, with audit and regulatory exposure.
• Proven people leadership across multiple locations and time zones.
• Confident using data to manage performance and make capacity decisions.
• Experience of offshoring or transitioning work into a hub.
• Strong stakeholder management, including challenging proposed go-live dates against what operations realistically need to deliver, so the firm does not cut itself short, and escalating to the council where agreement cannot be reached.
• Comfortable leading through a workflow tool and live data rather than spreadsheets and email.

Responsibilities

• Run the day to day onboarding operation to agreed service levels and risk appetite
• Own the 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, escalating to the Global Head of Operations Onboarding and the council where they cannot be resolved locally
• Accountable for the region’s contribution to the central global dashboard being updated daily and reflecting a live, accurate status
• Ensure activity is prioritised globally rather than locally, and challenged against success measures such as revenue
• Own the regional service KPIs and SLAs, holding the region and hub to the agreed standards
• Lead, coach and develop the regional team, running appraisals, giving in-the-moment feedback and building succession
• Shape a regional culture of ownership, openness and service focus, working as one team with the hub
• Chair the regional working group, taking regional status, escalations and new requests into the council
• Manage local stakeholders and build the regional network needed to influence priorities and decisions

Skills

Leadership across locations

Stakeholder management

Data-driven decision making

Operational risk mindset

Change management

Job description

Schroders is seeking a Head of Onboarding, Americas, to lead onboarding delivery across the region and implement the global model locally. You will manage regional teams, control frameworks, and capacity planning, ensuring KPI and SLA adherence while driving continuous improvement across time zones and hubs.

Reporting to the Global Head of Operations Onboarding, you will shape regional culture, oversee risk and regulatory steps, and collaborate with the hub to deliver a high-quality onboarding