# 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)

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