Head of Operations Onboarding, Americas

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 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

This is an opportunity to take on a senior, regional leadership role at the centre of our global onboarding model. As Head of Onboarding, Americas, you’ll lead onboarding delivery across the region, bringing the global model to life locally and ensuring delivery performance, control and capacity are managed effectively across the onboarding pipeline. Reporting to the Global Head of Operations Onboarding, you’ll lead the regional onboarding team, including regional fund mandate case managers, and work closely with the Head of Onboarding Delivery & Oversight and the Head of Onboarding Services to deliver a consistent, high-quality onboarding experience.

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.

What you'll do

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

The knowledge, experience and qualifications you need

Investment operations experience, including experience in 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

What you’ll be like

Operates with a control-first mindset and never sacrifices quality for speed

Data driven - manages performance and capacity through evidence, not anecdote

Decisive on escalation; knows what to fix, what to delegate and what to raise

Inclusive leader across time zones and cultures

Relentless about removing manual effort and root causes

People focused: develops the team, recognises good work and tackles issues early

Compensation

Schroders offers a base salary in a range of $160,000 to $185,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

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.

Apply Before 11/23/2026, 05:00 AM