Onboarding Case Manager - Aladdin & Delivery Lead

Schroders Group; New York (NY); On-site; USD 125,000 - 140,000; Full time

Job summary

Schroders Group is seeking a Case Manager to own onboarding cases end to end for a defined client book, coordinating with the India Operations hub to meet dates and quality standards. You’ll manage intake, planning, execution and completion, and translate requirements for the Chennai delivery team.

You will work with offshore teams, maintain dashboards, and keep clients informed of status and risks. A strong emphasis on data accuracy and regulatory awareness is essential.

Qualifications

• Hands-on mandate onboarding experience.
• Experience with static data lifecycle and client servicing.
• Strong project management including planning, dependency and risk tracking.
• Excellent communication with clients and hub teams.
• Comfort with offshore delivery and workflow tools.
• Knowledge of KYC, AML and LEI requirements.
• Open to new technology including AI assistance.

Responsibilities

• Take onboarding requests from intake to completion.
• Run playbooks for events and manage task sequencing.
• Assess requirements against Aladdin and onboarding platform.
• Translate requirements into work packages for Chennai delivery team.
• Raise and track activity requests with hub capability teams.
• Maintain live status in the workflow tool and dashboards.
• Check reference data and control evidence before go-live.
• Keep clients and stakeholders updated on status, risks and dates.
• Escalate blockers to senior case manager.
• Contribute to templates, playbooks and process docs.

Skills

Mandate onboarding

Static data handling

Client servicing

Project management

Planning and risk tracking

Attention to detail

Clear written/verbal comms

Offshore delivery collaboration

KYC/AML/LEI awareness

AI-assisted delivery

Tools

Aladdin

Job description

Schroders Group is seeking a Case Manager to own onboarding cases end to end for a defined client book, coordinating with the India Operations hub to meet dates and quality standards. You’ll manage intake, planning, execution and completion, and translate requirements for the Chennai delivery team.

You will work with offshore teams, maintain dashboards, and keep clients informed of status and risks. A strong emphasis on data accuracy and regulatory awareness is essential.