TPS Client Advocacy and Events Manager
About The Position
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 Payments 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. This includes recommending investment levels based on budget, participation goals, audience relevance, strategic fit, and appropriate bank attendees. 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.
Requirements
- Master's degree, or equivalent work experience
- 10 or more years of experience in project management activities
- Two or more years of managerial experience
Nice To Haves
- 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
- Strong analytical and synthesis skills; able to translate complex feedback into clear insights
- 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
- Comfort operating in a matrixed, multi-LOB environment
- Financial services or complex B2B client experience
- Experience with industry conferences, sponsorships, trade associations, client forums, or executive events
- Experience partnering with strategy, analytics, or insights functions
- Familiarity with Voice of Customer methodologies and client listening tools
Responsibilities
- Partner with TPS leaders and Product Management and Strategy teams to identify priority feedback areas aligned to strategic business objectives.
- Collaborate across product and relationship partners to ensure VOC insights reflect enterprise‑wide client needs and opportunities.
- Design and execute strategic Client Advisory Groups and feedback forums, virtually and in person, while connecting advocacy priorities to relevant industry events.
- Structure forums by industry, client process theme, or geography to capture diverse client perspectives.
- Serve as a trusted client advocacy voice in strategic discussions and decision forums.
- 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.
- Monitor progress on actions informed by client feedback, in partnership with business and product teams.
- Track key themes, action status, and outcomes without owning execution.
- Communicate progress internally and externally to reinforce that feedback leads to action.
- Capture post‑event insights and follow-up commitments as visible next steps.
Benefits
- 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
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Manager
