Senior KYC Onboarding Lead - Institutional Clients

Job description

# Senior KYC Onboarding Lead - Institutional Clients > G MASS · Dallas, United States (Hybrid) · Contract · Posted 2026-03-03 **Salary:** USD 50,000–65,000 **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 Senior KYC / Onboarding Lead to work with a leading alternative investments firm in this client-facing role, where you will be leading and assisting with everything relating to the KYC and onboarding processes, including management of workflows and driving operational efficiency. **Responsibilities** - Serve as the primary point of contact for new client onboarding, ensuring timely and accurate completion of all onboarding deliverables. - Provide end-to-end oversight of the onboarding process across multiple clients, independent of product type and in line with internal policies and regulatory standards. - Review and interpret client legal, financial, and entity documentation to support onboarding approvals. - Lead client-facing onboarding discussions, providing clear status updates and proactively managing risks or issues. - Identify process gaps or inefficiencies within onboarding workflows and collaborate with stakeholders to implement improvements. - Build strong working relationships with internal teams (Operations, Legal, Compliance, Technology) to ensure smooth onboarding execution. - Provide day-to-day oversight, guidance, and quality assurance for a Junior Analyst supporting onboarding activities. - Support long-term client relationships by delivering a controlled and efficient onboarding experience. - Rapidly develop expertise in internal systems, tools, and client-specific onboarding requirements ## Requirements - 3+ years’ experience in a KYC / Onboarding role, ideally within Financial Services - Familiarity with KYC constitutional documents and onboarding processes - Strong analytical, project management, and problem-solving skills - Excellent communication and presentation abilities - Basic understanding of financial services and investment management operations - High attention to detail with a focus on quality and process improvement - Ability to work collaboratively with both senior and junior team members - Proficient in Microsoft Office; strong Excel skills preferred ## Benefits Salary: up to $65k Length: 12+ months, view to extension or permanent contract ## Apply [Apply at G MASS](https://apply.workable.com/g-mass/j/34BD519C5E/apply) --- Powered by [Workable](https://www.workable.com)