Senior Manager, Bank Relationship Management

Responsibilities

• Develop and maintain Oaktree's global banking strategy, including banking partner selection criteria, relationship governance standards, and service delivery expectations.
• Serve as the primary relationship manager for Oaktree's Treasury banking partners, fostering senior-level relationships and acting as a strategic liaison across banking services.
• Evaluate banking partner capabilities, financial strength, service quality, and strategic alignment through ongoing monitoring of creditworthiness, market developments, periodic relationship reviews, and annual service assessments.
• Recommend enhancements to Oaktree's banking structure, service model, provider network, and banking relationships based on performance, strategic alignment, and evolving business needs.
• Develop and maintain the firm's bank relationship management reporting framework, including centralized reporting across bank balances, interest rates, earnings credits, fee structures, service utilization, and banking partner performance metrics.
• Establish and maintain governance scorecards, key performance indicators, and reporting repositories to improve transparency, consistency, and accessibility of banking relationship information across the enterprise.
• Identify opportunities to automate reporting, data collection, and performance monitoring processes through technology-enabled solutions and partnerships with internal technology and data teams.
• Deliver analytical insights and recommendations to Finance leadership and business stakeholders to support banking strategy, relationship optimization, fee management, liquidity decisions, and partner selection activities.
• Manage banking negotiations, pricing schedules, master service agreements, and related commercial arrangements.
• Conduct benchmarking and analysis of banking fees, deposit rates, service offerings, and pricing structures to ensure competitive and cost-effective relationships.
• Partner with Capital Solutions and banking partners to optimize credit capacity and support the firm's financing objectives.
• Support strategic banking initiatives, RFP processes, onboarding of new banking services, and expansion of banking capabilities.
• Serve as the central point of coordination for significant banking issues, service disruptions, operational challenges, and relationship escalations.
• Lead troubleshooting, root-cause analysis, and remediation efforts involving banking partners and internal stakeholders.
• Coordinate resolution of complex issues while maintaining effective communication and stakeholder transparency.
• Identify trends and opportunities to improve banking service delivery, operational resiliency, and client experience across the organization.
• Lead cross-functional initiatives involving Global Treasury, Finance, Operations, Legal, Compliance, Technology, and banking partners to deliver strategic outcomes.
• Influence stakeholders and drive alignment across multiple business functions while balancing enterprise priorities and banking relationship objectives.
• Prepare and support senior leaders for strategic banking engagements, relationship reviews, and executive-level meetings by providing relevant relationship insights, performance analysis, key discussion topics, and escalation considerations.
• Support the continued evolution of Oaktree's global banking governance framework and Global Treasury organization.

Qualifications

• 7-9 years of experience in Treasury, Corporate Banking, Transaction Banking, Cash Management, Banking Relationship Management, Treasury Consulting, or related financial services functions.
• Experience managing relationships with global financial institutions, custodians, investment banks, lenders, and transaction banking providers.
• Experience leading reporting, analytics, data management, or automation initiatives within Treasury, Banking, Finance, or Operations.
• A strong understanding of banking products and services, including payments, liquidity management, cash management, account services, custody and prime brokerage, credit facilities, and online banking platforms.
• Experience conducting banking performance reviews, service assessments, and relationship governance activities.
• Demonstrated ability to influence stakeholders, manage complex initiatives, and drive issue resolution across multiple functions.
• Experience within investment management, alternative asset management, banking, or global financial services environments preferred.
• Experience with Treasury Management Systems (TMS), banking portals, and financial reporting tools preferred.

Additional Information

• Some travel is expected to support banking partner engagement, strategic reviews, and industry relationship management activities.