Localização
Dallas, Estados Unidos
Modalidade
Híbrido
Contrato
Contrato
Senioridade
Lead
Categoria
Suporte e sucesso do cliente
Idioma
English
Publicado
1 de Junho de 2026
Última verificação
3 de Junho de 2026
Contexto da JobGrid
Resumo da vaga pela JobGrid
Senior KYC / Onboarding Lead (Syndicated Loans) at G MASS: Dallas, Estados Unidos; Híbrido; Contrato; Lead; Suporte e sucesso do cliente. JobGrid adds normalized role facts, source context, and a path to the employer application page so candidates can compare the listing before applying.
- Location and workplace: Dallas, Estados Unidos, Híbrido
- Role classification: Suporte e sucesso do cliente, Contrato, Lead
- Source freshness: checked by JobGrid on 2026-06-03.
- Application path: candidates continue to the employer application page with non-personal referral tags.
We are seeking a Senior KYC / Onboarding Lead to support a leading financial services firm operating in the US syndicated loan market, a high-volume, time-critical environment where operational delays carry direct financial consequences.
This is a client-facing role requiring proven onboarding expertise, sharp attention to detail, and the ability to work at pace without compromising on quality or compliance.
Responsibilities:
- Serve as the primary point of contact for new client onboarding, ensuring timely and accurate completion of all onboarding deliverables within the demanding timelines of the syndicated loan market
- Provide end-to-end oversight of the onboarding process across multiple clients, 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 escalations before they impact deal timelines
- Identify process gaps or inefficiencies within onboarding workflows and collaborate with stakeholders to implement improvements, recognising that in this market, workflow friction has a direct cost
- Build strong working relationships with internal teams (Operations, Legal, Compliance, Technology) to ensure seamless onboarding execution
- Provide day-to-day oversight, guidance, and quality assurance for a Junior Analyst supporting onboarding activities
- Rapidly develop expertise in internal systems, tools, and client-specific onboarding requirements