Client Services Treasury Associate

Reposted 5 Days Ago
Be an Early Applicant
Boston, MA, USA
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.

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.

QUALIFICATIONS

  • 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.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [email protected]. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to [email protected]. Only emails left for this purpose will be returned.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.

Skills Required

  • Bachelor's degree in related field
  • 4-6 years of treasury management or client servicing experience
  • Experience in financial operations within alternative asset management
  • Strong communication skills for senior stakeholder engagement
  • Leadership experience in client-facing treasury teams

KKR Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KKR and has not been reviewed or approved by KKR.

  • Fair & Transparent Compensation Pay is considered strong and often characterized as fair, with a success‑based model intended to tie rewards to realized performance. Feedback suggests this structure improves clarity around how outcomes influence compensation.
  • Equity Value & Accessibility Broad‑based employee ownership is emphasized, giving team members access to options, RSUs, and portfolio‑company equity programs that can yield meaningful upside. This approach is positioned as additional value without trading off wages or core benefits.
  • Healthcare Strength Health coverage is described as comprehensive, with standout elements like an on‑site wellness center at the New York headquarters offering primary care, mental health, and preventive services. Wellness programs, nutrition support, and EAP resources further reinforce a robust health offering.

KKR Insights

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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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