Head of Operations Onboarding, Americas

Schroders • New York, NY

8d • $160,000 - $185,000

About The Position

The Head of Operations Onboarding, Americas is a senior regional leadership role responsible for leading onboarding delivery across the Americas. The role brings the global onboarding model to life regionally and ensures delivery performance, controls, and capacity are managed effectively across the onboarding pipeline. It leads the regional onboarding team, including regional fund mandate case managers, and works closely with the Head of Onboarding Delivery & Oversight and the Head of Onboarding Services to deliver a consistent, high-quality onboarding experience.

The position runs day-to-day onboarding operations to agreed service levels and risk appetite, owns end-to-end processes and controls, and manages regional service KPIs and SLAs. It balances capacity across regions and the Indian Operations hub, owns resourcing and succession, and uses management information to manage volumes, cycle times, exceptions, root causes, and performance. The role drives continuous improvement, resolves regional delivery and control issues, and escalates matters that cannot be resolved locally to the Global Head of Operations Onboarding and the council.

The Head of Operations Onboarding is accountable for ensuring the region's contribution to the central global dashboard is updated daily and accurately reflects live status. The role ensures activity is prioritised globally, leads and develops the regional team, chairs the regional working group, and builds stakeholder relationships to influence priorities and decisions. Schroders describes itself as a global investment manager providing active asset management, wealth management, and investment solutions.

Requirements

• 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 the ability to challenge proposed go-live dates against operational delivery requirements and escalate when agreement cannot be reached.
• Comfort 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 end-to-end processes, 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 regional delivery and control issues, escalating unresolved issues to the Global Head of Operations Onboarding and the council.
• Ensure the region’s contribution to the central global dashboard is updated daily and reflects a live, accurate status.
• Ensure activity is prioritised globally rather than locally and challenged against success measures such as revenue.
• Own regional service KPIs and SLAs, holding the region and hub to agreed standards.
• Lead, coach, and develop the regional team, including 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 and take regional status, escalations, and new requests into the council.
• Manage local stakeholders and build the regional network needed to influence priorities and decisions.
• Challenge proposed go-live dates against operational delivery needs and escalate unresolved disagreements to the council.

Benefits

• Flexible working arrangements will be considered for all roles.
• Reasonable accommodations are provided to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed