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Project Manager - KYC Enhancement at g-mass | Dallas, TX

g-massDallas, Texas, United States
On-site Contract $65K/yr - $65K/yr

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Experience Level

Manager

Qualifications

Qualifications:3+ years of experience in KYC/Onboarding, with a focus on process improvement, change management, or project execution. Solid understanding of KYC documentation, regulatory requirements, and onboarding lifecycles within the Financial Services sector. Proven track record in managing workflows, projects, or operational change initiatives. Excellent analytical and problem-solving skills, with a strong process-oriented mindset. Exceptional stakeholder management and communication abilities, both internally and externally. Capacity to operate across multiple workstreams in a dynamic environment. Meticulous attention to detail with an emphasis on control, quality, and efficiency. Proficiency in Microsoft Office, especially Excel.

About the job

Join our client's esteemed Networks group, renowned for delivering cutting-edge technology and industry-leading methodologies to assist firms in effectively managing risk, complying with regulatory standards, and enhancing their compliance processes. Our solutions unify customer and vendor data into a comprehensive source of truth, leading to cost savings, data repurposing, and improved operational efficiency.

We are in search of a dedicated Project Manager to partner with a prestigious alternative investments firm. This role is pivotal in driving process improvements across the KYC and onboarding operations. As a client-facing professional, you will take ownership of workflow optimization, engage stakeholders, and deliver scalable onboarding solutions that meet client needs.

Key Responsibilities:

  • Lead comprehensive KYC and onboarding process improvement initiatives, guiding projects from discovery to implementation.
  • Oversee onboarding workflows as a structured program, pinpointing inefficiencies and driving quantifiable enhancements.
  • Serve as the main coordination point among Operations, Compliance, Legal, and Technology teams.
  • Directly interact with clients and stakeholders to ascertain requirements, manage expectations, and provide consistent status updates.
  • Examine existing onboarding processes, controls, and documentation to identify gaps and areas for optimization.
  • Design and implement scalable, efficient onboarding frameworks that adhere to regulatory standards.
  • Monitor project milestones, risks, and dependencies, ensuring the timely achievement of critical objectives.
  • Support governance and reporting across onboarding initiatives, including KPI tracking and process metrics.
  • Guide and mentor junior team members engaged in onboarding activities.

About g-mass

Our client is a leader in technology solutions, committed to providing top-notch services that empower firms to effectively manage risks and ensure compliance across their operations.

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