Client Lifecycle Management (CLM) Transformation Manager

G MASS Consulting; Greater London; On-site; GBP 90,000 - 110,000; Full time

Job summary

A leading financial consultancy in the UK is seeking an experienced professional for a pivotal role in Client Lifecycle Management (CLM) and KYC transformation initiatives. This role focuses on enhancing client onboarding processes and ensuring compliance across various jurisdictions. The ideal candidate will have significant experience within large financial institutions, a solid understanding of client data and regulations, and strong stakeholder management skills. The position offers a competitive salary of up to £100,000 per annum, depending on experience.

Qualifications

• Proven experience delivering CLM, KYC or Client Onboarding transformation within a large financial institution.
• Strong understanding of client and reference data within the context of onboarding and regulatory compliance.
• Ability to translate regulatory and data requirements into practical, deliverable solutions.

Responsibilities

• Support the design and delivery of CLM and KYC transformation initiatives.
• Review and enhance client onboarding and due diligence processes.
• Lead analysis and improvement of client, entity, and counterparty reference data models.
• Identify data quality, ownership, and governance gaps.
• Work with Operations, Compliance, Technology, and regional stakeholders.

Skills

CLM transformation

KYC compliance

Stakeholder management

Data quality governance

Job description

We are supporting a global tier-one financial institution with a strategic initiative to expand its footprint across Latin America. As part of this growth, the business is looking to strengthen its Client Lifecycle Management (CLM) and KYC capabilities to ensure scalable, compliant and efficient client onboarding across multiple jurisdictions.

This role will sit at the intersection of client onboarding, regulatory change and data transformation, with a particular focus on reference data as a critical enabler of regional growth.

Responsibilities

• Support the design and delivery of CLM and KYC transformation initiatives aligned to Latin America expansion plans
• Review and enhance client onboarding and due diligence processes to support multi-jurisdictional regulatory requirements
• Lead analysis and improvement of client, entity and counterparty reference data models
• Identify data quality, ownership and governance gaps impacting the client lifecycle
• Work with Operations, Compliance, Technology and regional stakeholders to implement scalable onboarding solutions
• Contribute to operating model design to support increased client volumes and regional complexity
• Ensure CLM and KYC processes remain audit-ready and aligned to global standards with local regulatory overlays

Qualifications

• Proven experience delivering CLM, KYC or Client Onboarding transformation within a large financial institution
• Strong understanding of client and reference data within the context of onboarding and regulatory compliance
• Experience working across multiple jurisdictions or supporting regional expansion initiatives
• Ability to translate regulatory and data requirements into practical, deliverable solutions
• Strong stakeholder management skills across front office, operations, compliance and technology

Nice to have

• Exposure to Latin America markets or regulatory environments
• Experience working with fragmented legacy systems and data environments
• Background in operating model or target state design

Paying up to £100,000 per annum, depending on experience.