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Metro location, known global employer, senior role with specialized onboarding/KYC skills.
High due to fund administration, KYC, and regulatory domain-specific expertise required.
Explicit 9-12 years, mandatory funds/KYC experience, and team management requirement.
Manage and supervise the global client onboarding support team, including planning, scheduling, and daily workflow management to ensure SLA compliance.
Establish and maintain strong relationships with internal stakeholders across business lines, providing client onboarding advice and ensuring high satisfaction.
Develop and implement processes, procedures, and governance models to improve team efficiency and expansion, as well as support Salesforce development projects and provide technical guidance to junior staff.
9-12+ years of experience in Client Onboarding/KYC within the financial services industry.
Good knowledge of the funds industry including fund structures, domiciles, and regulatory requirements.
Proficient in Microsoft Excel and PowerPoint; strong project management and leadership skills.
Experience in team management and ability to manage multiple priorities; work additional hours as needed.
Experienced in cross-jurisdictional fund administration and client onboarding within global financial services firms.
Capable of leading and developing teams with a focus on process improvement, resource utilization, and KPI monitoring.
Ability to communicate effectively with senior management and internal stakeholders to maintain high service quality and operational excellence.