Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at— from Day One. The Treasury and Payments Solutions (TPS) Client Advocacy and Events Manager leads client advisory engagement, Voice of Customer (VOC) insight, and TPS industry event strategy. This role ensures client feedback and external market engagement inform strategic decisions, product evolution, client experience priorities, and industry presence.

The role partners with TPS leadership, Product Management and Strategy, Sales, Marketing, and Payment partners to translate client sentiment, market themes, and event opportunities into actionable direction for senior and executive leadership. The role owns strategic Client Advisory Groups, aligns VOC findings to business priorities, and guides event participation decisions across TPS product and sales partners. While not a revenue or product delivery role, it enables long-term value by strengthening client trust, improving decision‑making, and elevating TPS visibility in priority industry forums.

Client Advocacy

Groups and Feedback Forums Leadership Partner with TPS leaders and Product Management and Strategy teams to identify priority feedback areas as aligned to strategic business objectives. Design and execute strategic Client Advisory Groups and feedback forums, virtually and in person, while connecting advocacy priorities to relevant industry events. Serve as a trusted client advocacy voice in strategic discussions and decision forums.

Industry Event

Strategy & Participation Planning Drive TPS industry event strategy across product, sales, marketing, and leadership partners, aligned to business priorities and client engagement goals. Evaluate event opportunities and recommend participation levels based on budget, strategic relevance, client concentration, visibility, and expected business value. Determine appropriate bank attendees by balancing executive presence, product expertise, sales coverage, and relationship priorities.

Define event goals, key messages, target clients or prospects, meeting priorities,



and follow‑up expectations with TPS partners. Maintain a disciplined TPS event portfolio, helping leadership prioritize where to invest, speak, sponsor, attend, or decline. Analyze feedback from advisory groups, VOC channels, relationship engagement, and priority industry events.

Synthesize input into themes, trends, risks, market signals, and opportunities. Produce dashboards, executive summaries, and narrative insights that translate client sentiment into leadership‑ready materials. Elevate findings to senior leaders with clear implications for strategy, products, and experience design.

Capture post‑event insights and follow‑up commitments as visible next steps. Impact will be measured through stronger client engagement, leadership adoption of client and market insights, disciplined event investment decisions, and long‑term value creation among engaged client segments. Quality of event investment recommendations, including alignment to budget, priorities, engagement goals, and attendee participation Evidence that feedback and event insights influence strategic actions and long‑term value creation High‑quality, consistent Client Advisory Groups with strong client participation Clear linkage between client feedback, event insights, strategic actions, and long‑term value creation Master’s degree, or equivalent work experience ~10 or more years of experience in project management activities ~ 10+ years in client experience, insights, strategy, consulting, program management, industry events, or related fields ~ Proven ability to influence senior and executive leaders without direct authority ~ Executive‑level communication and presentation skills ~ Experience designing and facilitating senior‑level client forums or advisory groups ~ Experience developing event participation strategies, evaluating investments, and coordinating attendee planning ~ Financial services or complex B2B client experience ~ Experience with industry conferences, sponsorships,



trade associations, client forums, or executive events ~ Familiarity with Voice of Customer methodologies and client listening tools If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

That’s why our advantages are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision) ~ Basic term and optional term life insurance ~ Short-term and long-term disability ~ Pregnancy disability and parental leave ~401(k) and employer‑funded retirement plan ~ Paid vacation (from two to five weeks depending on salary grade and tenure) ~ Up to 11 paid holiday opportunities ~ We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.Citizenship and Immigration Services.

Bank offers a comprehensive advantages package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. #

📌 TPS Client Advocacy and Events Manager (Quinte West)
🏢 U.S. Bank
📍 Quinte West