Manages the onboarding of new and existing plan sponsor retirement plans at Transamerica. Drives client relationships and ensures successful transition processes for retirement plans.
About the role
- Overseeing onboarding processes for partners and clients adhering to KYB/KYC compliance. Join the leading crypto brand in the Philippines with innovative solutions and growth opportunities.
Responsibilities
- Oversee and drive the end-to-end onboarding process for all business partners and clients.
- Focus on Know Your Business (KYB) and Know Your Customer (KYC) compliance.
- Manage a team of specialists and work cross-functionally to meet internal standards and regulatory requirements.
- Serve as the primary point of contact for partner-related onboarding concerns.
- Act as a liaison between partners and internal teams (Business Development, Product, Technical, Legal, etc.).
- Identify inefficiencies, bottlenecks, and friction points in the onboarding journey and implement continuous improvements.
- Manage, lead, coach, and develop onboarding associates/specialists to improve performance and meet team goals.
Requirements
- Bachelor’s degree in Business, Compliance, Legal, Operations, or a related field.
- 3-5 years of experience in KYB/KYC, partner onboarding, compliance operations, or a similar customer-facing leadership role.
- Proven track record of managing teams, overseeing operational processes, and delivering results in fast-paced environments.
- Strong understanding of regulatory compliance requirements (e.g., AML, CDD, KYB/KYC frameworks).
- Excellent communication and interpersonal skills, with a partner-first mindset and the ability to manage escalations.
- Analytical and data-driven, with experience reporting on KPIs and identifying actionable insights.
Benefits
- Meaningful Collaborations - The successful candidate will work cross-functionally with other relevant teams to carry out implementations that will improve and create an impact on customer experience.
- Scalable Growth - Be part of a fast-growing organization with the vision to expand its territories outside APAC which will provide opportunities for career advancement.
- A Space For Bright Ideas - Let your bright ideas be converted into meaningful changes! Coins culture welcomes new ideas backed up by data to create an impact.
Job title
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