Client Services Treasury Manager

Reposted 8 Days Ago
Be an Early Applicant
Boston, MA
In-Office
110K-140K Annually
Mid level
Insurance • Financial Services
The Role
This role leads client treasury servicing operations, engages stakeholders, oversees processes, implements systems, and champions operational excellence within KKR's Global Treasury team.
Summary Generated by Built In

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.

The Global Treasury team is within the Global Markets Operations group at KKR and supports all treasury and cash management operations. This includes capital calls and distributions, deal funding and closing, bank account management, FX settlements, liquidity management, credit, and more. As the team shifts their focus to continuous improvement, they are seeking a high performing individual who excels when operating in a fast-paced, deadline-oriented environment. 

This role will play a critical leadership role in shaping and scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity, and co-investments. You will serve as the point of contact for high-value investor treasury matters, lead complex issue resolutions, and oversee global processes to ensure seamless client servicing and operational excellence. This role demands a strategic mindset, hands-on leadership, and the ability to partner with senior stakeholders across the firm to build a best-in-class treasury servicing function that is robust, scalable, and technology-enabled.

KEY RESPONSIBLITIES

Client Engagement & Communication

  • Act as a senior liaison to investors and internal stakeholders on investor related treasury matters, ensuring proactive communication and high-touch client service.
  • Develop thought leadership and reporting frameworks to provide insights into treasury operations and investor capital movements.
  • Lead the development and execution of a global client servicing model for treasury operations.
  • Drive strategic initiatives that improve investor experience and operational efficiency across multiple asset classes.

Operational Oversight

  • Oversee end-to-end client treasury servicing, including capital calls, distributions, wire instruction management, and cash settlement processes.
  • Establish governance frameworks and escalation protocols with third-party fund administrators and banking partners.
  • Lead initiatives to strengthen risk management, SOX compliance, and audit readiness across treasury client operations.
  • Partner with senior leadership across Client Services, Treasury, Legal, and Finance to design and implement policies, controls, and best practices.

Process & Technology Transformation

  • Champion the implementation of treasury management systems, inquiry management tools, and automated reconciliations.
  • Drive global process realignment initiatives that enhance scalability, transparency, and control.
  • Define and standardize workflows that reduce reliance on email-driven communications and strengthen cross-functional collaboration.

CRITICAL COMPETENCIES FOR SUCCESS

  • Bachelor’s degree with a strong academic record from an accredited college or university; advanced degree a plus
  • 4-6 Years of relevant experience, preferably working in treasury management, client servicing, financial operations, or related fields within alternative asset management or financial services.
  • Demonstrated success in leading client-facing treasury or operations teams with a global scope.
  • Deep understanding of capital flows, cash management, and investor servicing in private equity, credit, and co-investment structures.
  • Proven track record of driving process transformation, system implementations, and risk management initiatives.
  • Superior verbal and written communication skills with the ability to confidently engage senior stakeholders and clients.
  • Highly organized, with the ability to manage competing priorities in a fast-paced, high-pressure environment.
  • Strong leadership presence, professionalism, and integrity, with the ability to mentor and develop junior team members.
  • Resilient, collaborative, and solutions-oriented with a continuous improvement mindset.

#LI-ONSITE

This 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
$110,000$140,000 USD

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.

Top Skills

Inquiry Management Tools
Treasury Management Systems
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The Company
HQ: New York, NY
3,705 Employees
Year Founded: 1976

What We Do

KKR is a leading global investment firm that offers alternative asset management and 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 The Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.

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