Schroders Benefits Overview

Leads regional investment-operations onboarding across the Americas, overseeing service levels, controls, regulatory and client due diligence, capacity, risk escalation, reporting, and continuous improvement. Manages regional teams and offshore hub coordination, drives KPI and SLA performance, maintains accurate workflow data, and develops succession. Requires senior investment operations and large-scale onboarding experience, operational risk expertise, multinational people leadership, stakeholder management, and experience transitioning work to shared-service hubs.

Manage fund mandate onboarding cases from intake through completion, coordinating requirements, tasks, dependencies, risks, reference data, controls, and offshore delivery teams. Maintain accurate workflow and dashboard status, communicate timelines and issues to clients and stakeholders, escalate blockers, and support process improvements. The role requires knowledge of mandate onboarding, account opening, Aladdin configuration, client documentation, KYC, AML, and LEI requirements.