Who we're looking for
We're looking for a senior individual contributor to manage the most complex and highest-risk onboarding cases end to end within the Operations Onboarding team. Reporting to the Head of Onboarding Delivery & Oversight, this role will act as a single entry point and centralised control for mandate and broker requests across the book. You'll provide direction and oversight to the Indian Operations hub capability teams, be accountable for delivery across a portfolio of cases and guide, coach and quality assure the work of Case Managers.
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.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly.
What you'll do
•Own the most complex events end to end: fund launches, restructures, mergers, custodian changes and new market or instrument access
•Set the plan, sequencing and critical path for cases spanning multiple teams and regions
•Own impact assessments covering capability, cost, risk and operating model before commitments are made
•Challenge requirements, scope and go-live dates against what operations realistically can achieve
•Direct and oversee hub delivery, quality assuring output before sign-off
•Own case governance: readiness calls, change control and control evidence ahead of every go-live
•Ensure the global dashboard reflects a live, accurate status across the portfolio
•Represent onboarding with clients, Distribution, Legal, Compliance and Product
•Escalate to the Head of Onboarding Delivery & Oversight where dates or capacity are at risk
•Drive lessons learned into playbooks, controls, tooling and automation
The knowledge, experience and qualifications you need
•Track record of delivering complex, multi-jurisdiction onboarding and fund launches
•Deep understanding of Aladdin configuration and the wider onboarding platform
•Confident interpreting IMAs, prospectuses and client documentation without support
•Experience directing offshore delivery teams
•Broad asset class knowledge and front-to-back investment lifecycle understanding
•Strong risk, control and judgement; comfortable making the call under pressure
•Influences senior stakeholders who do not report to them
•Uses live status and volume data analytically to manage a portfolio
•Applied KYC, AML and LEI knowledge across multiple jurisdictions
•Champions new technology including AI and continuous improvement
What you'll be like
•Takes full ownership of complex cases and of the wider book
•Challenges scope, dates and feasibility constructively
•Stays calm and credible when dates are challenged or cases go wrong
•Coaches case managers and raises the standard around them
•Partners with the hub as one team rather than directing from a distance
•Reports status with integrity and transparency, bad news early
•Curious about AI and better ways of working, and leads adoption
•Measured on portfolio delivery, early risk identification and fewer repeat issues
