Client Onboarding Professional

Role Overview

Start by showing recruiters you understand the team's mission and environment.

COMPANY OVERVIEW
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 OVERVIEW
KKR’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.
RESPONSIBILITIES

Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
Contribute 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-ready
Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment
Serve as data steward with objectives of protecting and enriching investor and commitment data
Continue the enhancement of robust data governance frameworks
Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.