Senior Manager, Bank Relationship Management

Senior Manager Of Bank Relationship ManagementOaktree is seeking a Senior Manager of Bank Relationship Management to lead Global Treasury's banking relationship strategy and governance framework across a global network of financial institutions. This role serves as the primary liaison between Global Treasury and its banking partners, ensuring banking services effectively support the firm's treasury operations, liquidity management, risk management, investment activities, and strategic growth initiatives.
The successful candidate will be responsible for developing and executing Oaktree's banking strategy, overseeing banking partner performance evaluation frameworks, and building scalable reporting, analytics, and governance processes across the firm's banking network. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance. The role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives.
This role will collaborate closely with internal stakeholders including Finance, Investment and Trading Operations, Capital Solutions, Legal, Compliance, and external banking partners.
Banking Strategy & Relationship ManagementDevelop and maintain Oaktree's global banking strategy, including banking partner selection criteria, relationship governance standards, and service delivery expectationsServe as the primary relationship manager for Oaktree's Treasury banking partners, fostering senior-level relationships and acting as a strategic liaison across banking servicesEvaluate banking partner capabilities, financial strength, service quality, and strategic alignment through ongoing monitoring of creditworthiness, market developments, periodic relationship reviews, and annual service assessmentsRecommend enhancements to Oaktree's banking structure, service model, provider network, and banking relationships based on performance, strategic alignment, and evolving business needsBanking Analytics & ReportingDevelop 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 metricsEstablish and maintain governance scorecards, key performance indicators, and reporting repositories to improve transparency, consistency, and accessibility of banking relationship information across the enterpriseIdentify opportunities to automate reporting, data collection, and performance monitoring processes through technology-enabled solutions and partnerships with internal technology and data teamsDeliver analytical insights and recommendations to Finance leadership and business stakeholders to support banking strategy, relationship optimization, fee management, liquidity decisions, and partner selection activitiesCommercial Management & Strategic PartnershipsManage banking negotiations, pricing schedules, master service agreements, and related commercial arrangementsConduct benchmarking and analysis of banking fees, deposit rates, service offerings, and pricing structures to ensure competitive and cost-effective relationshipsPartner with Capital Solutions and banking partners to optimize credit capacity and support the firm's financing objectivesSupport strategic banking initiatives, RFP processes, onboarding of new banking services, and expansion of banking capabilitiesEscalation Management & Service ExcellenceServe as the central point of coordination for significant banking issues, service disruptions, operational challenges, and relationship escalationsLead troubleshooting, root-cause analysis, and remediation efforts involving banking partners and internal stakeholdersCoordinate resolution of complex issues while maintaining effective communication and stakeholder transparencyIdentify trends and opportunities to improve banking service delivery, operational resiliency, and client experience across the organizationLeadership & Enterprise PartnershipLead cross-functional initiatives involving Global Treasury, Finance, Operations, Legal, Compliance, Technology, and banking partners to deliver strategic outcomesInfluence stakeholders and drive alignment across multiple business functions while balancing enterprise priorities and banking relationship objectivesPrepare and support senior leaders for strategic banking engagements, relationship reviews, and executive-level meetings by providing relevant relations