01
TRCI-26-04322
Programme Manager – SME Client Onboarding (Private Bank)
Contract Programme Manager to own and deliver an end-to-end SME/business client onboarding programme within a private bank. The role drives strategy, roadmap, governance and cross-functional delivery across Relationship Management, Operations, Compliance/Financial Crime (KYC/AML, CDD/EDD), Risk, Technology and Product to streamline onboarding, remove bottlenecks, improve client experience and ensure regulatory/control compliance. Requires strong governance (steerco, RAID, reporting), KPI management (turnaround time, backlog, drop-off, first-time-right), and experience delivering operational transformation and business/technology change in financial services.
Position summary
- Location
- United Kingdom
- Workplace
- On-site
- Employment
- Contract
- Experience
- Minimum 4 years and Maximum 7 years
Role overview
Why This Role Matters.
Contract Programme Manager to own and deliver an end-to-end SME/business client onboarding programme within a private bank. The role drives strategy, roadmap, governance and cross-functional delivery across Relationship Management, Operations, Compliance/Financial Crime (KYC/AML, CDD/EDD), Risk, Technology and Product to streamline onboarding, remove bottlenecks, improve client experience and ensure regulatory/control compliance. Requires strong governance (steerco, RAID, reporting), KPI management (turnaround time, backlog, drop-off, first-time-right), and experience delivering operational transformation and business/technology change in financial services.
Your Impact
Deliver Enterprise Value
Help organisations solve complex business problems through modern technology, consulting expertise and measurable outcomes.
Collaboration
Work Across Teams
Collaborate with consultants, architects, engineers and client stakeholders throughout the project lifecycle.
Growth
Learn Continuously
Gain exposure to enterprise technologies, certifications, mentoring and real-world project experience.
Career Path
Grow With Ubique
Build a long-term consulting career with opportunities to take on greater responsibility and leadership over time.
Responsibilities
What You'll Be Doing.
Every role at Ubique contributes directly to solving meaningful business challenges for our clients.
02
Develop programme strategy, roadmap, milestones, governance and delivery plans.
03
Coordinate multiple workstreams across Private Banking, Operations, Compliance, KYC/AML, Risk, Technology and Relationship Management.
04
Identify and remove bottlenecks in the onboarding process and improve client experience.
05
Manage KYC, CDD/EDD, client due diligence and regulatory onboarding requirements in partnership with Compliance and Financial Crime teams.
06
Establish programme governance, including steering committees, reporting, RAID logs, decision tracking and escalation processes.
07
Define and monitor KPIs such as onboarding turnaround time, backlog, client drop-off, operational capacity and first-time-right rates.
08
Lead process redesign and automation initiatives to reduce manual activity and improve onboarding efficiency.
09
Manage dependencies, risks, issues, budgets and delivery resources.
10
Work with technology teams on changes to onboarding platforms, workflow systems and client-data processes.
11
Ensure programme outcomes meet regulatory, risk, operational and commercial objectives.
12
Provide senior management with clear reporting on progress, risks, benefits and delivery performance.
Technology stack
Tools & Technologies.
The platforms and technologies you'll use to build modern, enterprise-grade solutions.
01
onboarding platform
Required
02
workflow system
Required
03
client-data processes
Required
04
process automation
Required
05
digitisation
Required
06
KYC systems
Required
07
AML systems
Required
08
case management
Required
09
MI reporting
Required
10
KPI dashboards
Required
Requirements
Skills & Experience.
We value curiosity, collaboration and continuous learning. If you don't meet every requirement but believe you can make an impact, we'd still love to hear from you.
Essential
Required Qualifications
Programme/project management within banking/financial services
SME/business client onboarding knowledge
KYC/AML knowledge
Client due diligence (CDD) and enhanced due diligence (EDD) understanding
Programme governance (steering committees, reporting, RAID logs, escalation)
Cross-functional delivery across Ops/Compliance/Risk/Tech/Relationship Management
Process optimisation / bottleneck analysis in onboarding
Risk, issue and dependency management
KPI definition and monitoring (e.g., turnaround time, backlog, drop-off, first-time-right)
Senior stakeholder management and communication
Business and technology change delivery
Preferred
Nice to Have
Process digitisation/automation experience
Workflow/onboarding platform change delivery
Operational capacity/backlog management methods
Benefits tracking and measurement discipline
Change management and implementation planning
What you'll gain
More Than Just A Job.
We're committed to helping every team member grow professionally, personally and technically while working on meaningful projects.
Global Exposure
Collaborate with international clients and multicultural teams on enterprise programmes.
Continuous Learning
Expand your expertise through mentoring, certifications and hands-on project experience.
Career Growth
Take ownership, develop leadership skills and grow your consulting career over time.
Flexible Working
Hybrid and remote collaboration designed around trust and delivering exceptional outcomes.
People First
Join a supportive culture where collaboration, respect and long-term relationships come first.
Enterprise Projects
Work on meaningful technology initiatives for leading organisations across industries.
Apply
Apply for Programme Manager – SME Client Onboarding (Private Bank)
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