Client Onboarding Professional Boston, MA

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.TEAM OVERVIEWKKR’s Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR’s Client Solutions (“KCS”), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm’s Investment professionals to provide information and solutions to clients.KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.RESPONSIBILITIESServe as the primary point of contact and process owner for the onboarding of new clients across all products and asset classesManage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integrationCoordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboardingDevelop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictionsOwn and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecksPartner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancementsContribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-readyLead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfactionMaintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardshipSupport strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignmentServe as data steward with objectives of protecting and enriching investor and commitment dataContinue the enhancement of robust data governance frameworksBuild and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.REQUIREMENTSFour-year bachelor’s degree with a strong academic record from an accredited college or universityThree to Five years of relevant experience, preferably working in financial services, consulting, financial administration or lawUnderstanding of alternative investments and both equity and credit product offeringsPrior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class serviceMotivated self-starter who will own all operational aspects of the required processesArticulate, thoughtful professional with the ability listen well and ask targeted questions when neededInnovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firmExtremely high attention to detail and accountabilityAbility to maintain impeccable records of investor documentsHighly organized with exceptional attention to detail and excellent follow-throughGrace under pressure, a strong work ethic, 24/7 service mentality and a positive attitudeStrong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humorAn “always on call” orientation to workAbility to identify, escalate, and resolve problems/issues#LI-DNIThis is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.Base Salary Range$100,000 - $130,000 USDKKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.Apply for this job*indicates a required fieldFirst Name *Last Name *Email *Phone *Resume/CV *Enter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEmploymentTitle *Select...Start date year *End date month * Select...End date year *Current roleEducationSchool * Select...Degree * Select...Select...Select...Start date year *End date month * Select...End date year *Home AddressLinkedIn ProfileWebsiteAre you presently authorized to work for our company in the U.S.? * Select...If your present U.S. work authorization is temporary, please provide expiration date of the work authorization in MM/DD/YYYY format.Will you require our company to sponsor you to obtain, maintain, or extend current or future U.S. employment/work authorization? * Select...Is there anything else you would like us to know regarding the three questions above?Are you currently an employee or have you been previously employed by KKR? * Select...Were you referred by a current or previous KKR employee, or by an external affiliate of KKR? * Select...Please provide name of Referrer. If not applicable, please indicate N/A.Is the referrer aware they are being cited as a referral source? Select...Have you interviewed with KKR, its affiliates or any of its portfolio companies in the past 12 months? * Select...If yes, please provide details of the role, location and date.Do you currently have a non-compete, non-solicitation, or notice period agreement that may affect your employment with KKR? Select all that apply. *NoYes, non-competeIf you replied yes to the question above, please provide details of non-compete, non-solicitation and/or notice periods.Please indicate any languages in which you are fluent. *Chinese (Cantonese)FrenchGermanHindiJapaneseKoreanPortugueseSpanishSwedishOtherIf you are fluent in any additional language, please specify.KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. #J-18808-Ljbffr

Created: 2025-09-17