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Open nowPosted 215 days ago

Senior KYC Onboarding Lead - Institutional Clients

Workable (global search)108,016 open roles

Where
Andover, MA, United States
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Your applicationOpen nowSenior KYC Onboarding Lead - Institutional ClientsWorkable (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 7 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 215 days ago

Workable (global search) median: 7 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 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

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