Project Manager (KYC)

G MASSDallas, TX

About The Position

Our client’s Networks group delivers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements, and streamline compliance. Their solutions create a single source of truth across customer and vendor data, enabling cost reduction, data reuse, and enhanced operational efficiency. We are seeking a Project Manager to support a leading alternative investments firm, focused on driving process improvement across KYC and onboarding operations. This is a client-facing role with ownership of workflow optimisation, stakeholder engagement, and delivery of scalable onboarding solutions.

Requirements

  • 3+ years’ experience in KYC / Onboarding, with exposure to process improvement, change, or project delivery
  • Strong understanding of KYC documentation, regulatory requirements and onboarding lifecycles within Financial Services
  • Demonstrated experience managing workflows, projects, or operational change initiatives
  • Strong analytical and problem-solving capabilities, with a process-driven mindset
  • Confident stakeholder management and communication skills, both internally and client-facing
  • Ability to operate across multiple workstreams in a fast-paced environment
  • High attention to detail with a focus on control, quality, and efficiency
  • Proficiency in Microsoft Office, particularly Excel

Responsibilities

  • Lead end-to-end KYC and onboarding process improvement initiatives, from discovery through to implementation
  • Manage onboarding workflows as a programme of work, identifying inefficiencies and driving measurable improvements
  • Act as the central point of coordination across Operations, Compliance, Legal, and Technology teams
  • Engage directly with clients and stakeholders to gather requirements, manage expectations, and provide clear status updates
  • Analyse existing onboarding processes, controls, and documentation flows to identify gaps and optimisation opportunities
  • Design and implement scalable, efficient onboarding frameworks aligned with regulatory requirements
  • Track project milestones, risks, and dependencies, ensuring timely delivery of key objectives
  • Support governance and reporting across onboarding initiatives, including KPI tracking and process metrics
  • Provide oversight and guidance to junior team members contributing to onboarding activities

Benefits

  • Salary: up to $65k
  • Length: 12+ months, view to extension or permanent contract
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