KYC / Onboarding Lead

Job description

# KYC / Onboarding Lead > G MASS · Dallas, United States (Hybrid) · Contract · Posted 2026-06-24 **Workplace:** hybrid ## Description Our client's Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements, and streamline compliance. Their solutions provide a single source of truth on customer and vendor data, enabling firms to reduce costs, reuse information efficiently, and improve operational processes through innovative technology. We are seeking a KYC / Onboarding Lead to work with a leading alternative investments firm in this client-facing role, where you will be leading and managing all aspects of the KYC and onboarding processes, including oversight of a small team, management of workflows, and driving operational efficiency. **Responsibilities** - Manage multiple client requests, while ensuring timely completion of all deliverables. - Evaluate scope of work and project plans, providing recommendations for process enhancements and improvements. - Manage relationships with cross-functional teams and third-party vendors. - Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered. - Prepare and present regular reports on team performance, project status, and key metrics. - Identify and resolve gaps in processes and project execution. - Foster long-term relationships with existing clients, key business partners, and other stakeholders. - Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements. - Navigate new requirements with clients to strategise and implement new workflows and processes. - Ensure compliance with all relevant regulations, standards, and internal controls. - Monitor key performance indicators and implement process improvements as needed. - Supervise, coach, and develop team members to maximise performance and professional growth. - Set clear goals, provide ongoing feedback, and conduct performance evaluations. ## Requirements - 3–5 years of relevant professional experience, including at least 1–2 years in a supervisory or team lead role. - Familiarity with KYC constitutional documents, including onboarding processes. - Ability to handle pressure and manage conflicting priorities. - Excellent analytical, project management, and problem-solving skills. - Strong communication skills with exceptional presentation expertise. - Understanding of financial services firms and investment management operations. - Strong attention to detail and organisational skills with a focus on quality and process. - Ability to work collaboratively with team members at both senior and junior levels. - Proficient in Microsoft Office Suite; strong Excel skills preferred. ## Benefits Length: 12+ months, view to extension or permanent contract ## Apply [Apply at G MASS](https://apply.workable.com/g-mass/j/DF838AB187/apply) --- Powered by [Workable](https://www.workable.com)