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- Tasks: Lead transformation initiatives for client onboarding and regulatory compliance in Latin America.
- Company: Global tier-one financial institution with a focus on growth and innovation.
- Benefits: Competitive salary up to £100,000, plus opportunities for professional development.
- Why this job: Make a real impact on client lifecycle management and drive regional expansion.
- Qualifications: Experience in CLM, KYC, or client onboarding within large financial institutions.
- Other info: Dynamic role with exposure to multiple jurisdictions and potential for career advancement.
The predicted salary is between 60000 - 84000 £ per year.
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.
Key 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.
Client Lifecycle Management (CLM) Transformation Manager employer: G MASS
Contact Detail:
G MASS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Lifecycle Management (CLM) Transformation Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those with experience in CLM and KYC. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client onboarding processes and regulatory requirements. We recommend creating a cheat sheet of key points to discuss, so you can impress the interviewers with your expertise.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to share examples of how you've tackled challenges in previous roles, especially around data quality and governance. This will demonstrate your ability to handle the complexities of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Lifecycle Management (CLM) Transformation Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Lifecycle Management Transformation Manager. Highlight your experience in CLM, KYC, and client onboarding, especially within financial institutions. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you the perfect fit. Don’t forget to mention any experience you have with regulatory compliance and data transformation.
Showcase Your Stakeholder Management Skills: In your application, emphasise your ability to work with various teams like Operations, Compliance, and Technology. We’re looking for someone who can navigate complex relationships, so share examples of how you've successfully managed stakeholders in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at G MASS
✨Know Your CLM and KYC Inside Out
Make sure you brush up on your knowledge of Client Lifecycle Management and Know Your Customer processes. Be ready to discuss specific examples from your past experience where you've successfully delivered transformation initiatives, especially in a financial institution.
✨Understand the Regulatory Landscape
Familiarise yourself with the regulatory requirements across Latin America. This will not only show your commitment but also help you articulate how you can navigate these complexities in your role. Prepare to discuss how you've handled similar challenges in previous positions.
✨Showcase Your Data Skills
Since this role involves a focus on reference data, be prepared to talk about your experience with data quality, ownership, and governance. Think of specific instances where you've identified gaps and implemented solutions that improved client onboarding processes.
✨Engage with Stakeholders
Highlight your stakeholder management skills by preparing examples of how you've collaborated with various teams like Operations, Compliance, and Technology. Show that you understand the importance of cross-functional teamwork in delivering scalable onboarding solutions.
