Client-Facing KYC & Onboarding Lead

G MASS; Andover (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

G MASS in Andover, MA seeks a KYC / Onboarding Lead to manage all aspects of KYC and onboarding for a leading alternative investments client. You will oversee a small team, optimize workflows, and drive efficiency across client engagements.

The role requires strong analytical and project management skills, proficiency in MS Office, and deep knowledge of onboarding regulations. Long-term opportunities and client-facing exposure accompany this position.

Qualifications

• 3–5 years of relevant professional experience with at least 1–2 years in a supervisory or team lead role.
• Familiarity with KYC constitutional documents and onboarding processes.
• Excellent analytical, project management, and problem-solving skills.
• Strong communication skills with exceptional presentation expertise.
• Understanding of financial services firms and investment management operations.

Responsibilities

• Lead and manage all aspects of KYC and onboarding processes for multiple client engagements.
• Oversee a small team, workflows, and drive operational efficiency.
• Prepare project trackers and lead client meetings to provide updates and milestones.
• Monitor key performance indicators and implement process improvements.
• Coach, supervise, and develop team members for performance growth.

Tools

Microsoft Office Suite

Excel

Job description

G MASS in Andover, MA seeks a KYC / Onboarding Lead to manage all aspects of KYC and onboarding for a leading alternative investments client. You will oversee a small team, optimize workflows, and drive efficiency across client engagements.

The role requires strong analytical and project management skills, proficiency in MS Office, and deep knowledge of onboarding regulations. Long-term opportunities and client-facing exposure accompany this position.