Regional Onboarding & Client Lifecycle Lead – Americas

About the role

The Regional Onboarding & Client Lifecycle Lead will head onboarding operations across the Americas and progressively expand ownership to the full client lifecycle, including periodic reviews, trigger events, maintenance and off‑boarding. Reporting to senior leadership, the role ensures a client‑centric, compliant, and efficient experience while aligning with regulatory standards.

Key responsibilities

• Lead regional onboarding and evolve the function toward end‑to‑end client lifecycle management.
• Manage, coach and develop a geographically dispersed team of Client Lifecycle Managers.
• Ensure compliant onboarding and lifecycle execution across jurisdictions (AML, KYC, CDD, sanctions, FATCA, CRS, etc.).
• Act as senior escalation point for complex cases and stakeholder concerns.
• Standardise processes and drive adoption of global operating procedures to improve turnaround times and service levels.
• Deliver operational excellence by reducing friction, cycle times and supporting automation tools.
• Partner with regional business leaders, relationship managers, compliance and operations stakeholders.
• Own regional performance management, KPIs, data quality and audit/regulatory readiness.

Required profile

• Significant leadership experience in onboarding, client lifecycle management or KYC/AML operations within financial services.
• Proven track record leading large, geographically dispersed teams and building high‑performance cultures.
• Strong working knowledge of AML, KYC, CDD, sanctions screening, beneficial ownership and multi‑jurisdiction regulatory frameworks.
• Demonstrated success delivering operational transformation, process standardisation or large‑scale change.
• Excellent stakeholder management and influencing skills at senior levels.

Required skills

• AML
• KYC
• CDD
• Sanctions screening
• FATCA
• CRS
• Beneficial ownership compliance