Head of Operations Onboarding, Americas
$160k - $185kSchroders
Job-ID: 2248Category: OperationsLocation: NEW YORK, NY, United StatesPosted: 2026-10-27Closes: 2026-11-23Advertised Salary: 160,000-185,000Employment Type: PermanentBusiness Area: CorporateWho we’re looking forThis 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 UsSchroders 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 doRun the day to day onboarding operation to agreed service levels and risk appetiteOwn the end to end process, controls and procedures, including regulatory and client due diligence stepsBalance capacity across regions and the Indian Operations hub; own resourcing and successionOwn management information on volumes, cycle times, exceptions and root causesDrive continuous improvement and remove manual workaroundsResolve material delivery and control issues in region, escalating to the Global Head of Operations Onboarding and the council where they cannot be resolved locallyAccountable for the region’s contribution to the central global dashboard being updated daily and reflecting a live, accurate statusEnsure activity is prioritised globally rather than locally, and challenged against success measures such as revenueOwn the regional service KPIs and SLAs, holding the region and hub to the agreed standardsLead, coach and develop the regional team, running appraisals, giving in-the-moment feedback and building successionShape a regional culture of ownership, openness and service focus, working as one team with the hubChair the regional working group, taking regional status, escalations and new requests into the councilManage local stakeholders and build the regional network needed to influence priorities and decisionsThe knowledge, experience and qualifications you needInvestment operations experience, including experience in a senior management roleSignificant experience running onboarding, client lifecycle or account opening operations at scaleStrong operational risk and control mindset, with audit and regulatory exposureProven people leadership across multiple locations and time zonesConfident using data to manage performance and make capacity decisionsExperience of offshoring or transitioning work into a hubStrong 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 reachedComfortable leading through a workflow tool and live data rather than spreadsheets and emailWhat you’ll be likeOperates with a control-first mindset and never sacrifices quality for speedData driven - manages performance and capacity through evidence, not anecdoteDecisive on escalation; knows what to fix, what to delegate and what to raiseInclusive leader across time zones and culturesRelentless about removing manual effort and root causesPeople focused: develops the team, recognises good work and tackles issues earlyCompensationSchroders 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 AreOur 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 the company 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.
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