Senior Case Manager, Operations Onboarding
London, United Kingdom
Job Description
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
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
We Recognise Potential, Whoever You Are
Our 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 Us
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.
Job Info
- Locations 1 London Wall Place, London, EC2Y 5AU, GB
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Senior Case Manager, Operations Onboarding employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
