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Open nowPosted 102 days ago

KYC / Onboarding Lead

Workable (global search)109,826 open roles

Where
Andover, MA, United States
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Your applicationOpen nowKYC / Onboarding LeadWorkable (global search) · Andover, MA, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 102 days ago

Workable (global search) median: 2 days open

The posting

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

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