PMI: Client Strategist ( Multiple Office Locations )

U.S. Bank; Chicago (IL); Hybrid; USD 133,000 - 157,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Strategist to partner with Payments Advisors, turning treasury insights into executive narratives and business cases that align with client goals and enterprise priorities. The role drives growth, shapes GTM initiatives, and delivers measurable outcomes for treasury and finance leaders.

The position requires strategic thinking, financial acumen, and a proven ability to craft executive-level communications across complex multi-stakeholder environments.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Communications, Marketing, or related field
• 8+ years of experience in strategy, consulting, financial services, treasury or executive communications
• Exceptional executive presentation, storytelling, and communication skills
• Strong analytical and strategic thinking with ability to synthesize complex information
• Experience developing business cases and executive-level recommendations
• Strong collaboration and relationship management skills

Responsibilities

• Executive storytelling and messaging for CFO/treasurer level audiences
• Develop client strategy plans, frameworks, and engagement strategies
• Create financial impact analyses and ROI models to support treasury recommendations
• Lead go-to-market initiatives and co-create reusable IP with stakeholders

Skills

Executive storytelling

Strategic communications

Analytical thinking

Business cases

Strategic planning

Collaboration

Education

Bachelor's degree or equivalent

8+ years relevant experience

Job description

At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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—all from Day One.

Job Description

The Client Strategist is a member of the PMI-ICG Client Strategy team within PMI Sales Enablement and reports to the Head of PMI-ICG Client Strategy. As the strategic narrative partner to the Payments Advisor, the role turns treasury expertise, client insight, and market intelligence into executive-level stories that shape decisions, deepen relationships, and drive growth. While the Payments Advisor leads treasury strategy, the Client Strategist builds the narrative, business case, and executive messaging that connect those recommendations to the client’s business objectives, financial outcomes, and transformation agenda. The role also helps shape and execute PMI Go-to-Market initiatives, turning segment priorities and solution launches into client-led narratives, seller playbooks, and reusable intellectual property (IP) that speed up revenue growth. The ideal candidate combines strategic thinking, financial acumen, and executive storytelling to help treasury and finance leaders see the opportunity, align stakeholders, and deliver measurable results.

Key Responsibilities

• Executive Storytelling & Strategic Communications Partner with Payments Advisors to build executive-ready presentations, business cases, and client deliverables. Translate complex treasury, payments, liquidity, and working capital concepts into clear narratives that drive decisions. Develop CFO- and Treasurer-level messaging that links treasury initiatives to enterprise priorities and growth objectives. Craft persuasive client stories that frame the problem, quantify the stakes, and advance strategic decisions.
• Client Strategy & Business Development Build client-specific strategic account plans, opportunity frameworks, and executive engagement strategies. Research clients, industries, and markets to surface business challenges, growth opportunities, and competitive positioning. Equip Payments Advisors and sellers to advance strategic opportunities and deepen executive relationships. Prepare executive briefings and recommendations for high-impact client meetings.
• Business Case & Value Development Develop financial impact analyses, ROI models, and value realization frameworks that substantiate treasury recommendations. Write executive summaries that articulate client benefits, expected outcomes, and strategic value. Help clients assess current- and future-state opportunities across treasury, payments, liquidity, and operational transformation.
• Strategic Partnership & Contribution Establish team standards for executive storytelling, strategic account planning, and client engagement. Lead strategic Go-to-Market (GTM) initiatives end to end, from segment and vertical prioritization to launch narratives and seller playbooks, so solutions enter the market with a clear point of view built around client problems. Make internal contribution a core expectation, partnering with PMI stakeholders (Sales, Product, Sales Enablement, and Payments Advisors) and enterprise partners such as Corporate Marketing to co-create IP quickly, including industry points of view, thought leadership, client case studies, and reusable executive frameworks. Build a fast, repeatable process for developing IP, from field insight to brand- and compliance-aligned assets, so sellers get differentiated, client-ready content in weeks, not quarters. Serve as a trusted internal advisor on presentation strategy, messaging, and executive communications.

Core Accountabilities

Serve as the primary storytelling and executive communications partner to Payments Advisors. Deliver executive-ready presentations, business cases, and engagement plans that drive client acquisition, retention, and growth. Transform treasury expertise and market insight into narratives that move executives to action. Strengthen client relationships, expand wallet share, and increase adoption of treasury solutions. Shape and execute PMI Go-to-Market initiatives, turning segment priorities and solution launches into seller-ready narratives, playbooks, and reusable IP that speed up pipeline and revenue growth. Position U.S. Bank as a trusted strategic advisor to treasury and finance executives.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Business, Finance, Economics, Communications, Marketing, or a related field, or equivalent work experience.
• 7+ years of experience in strategy, consulting, financial services, treasury management, corporate banking, business development, or executive communications.
• Exceptional executive presentation, storytelling, and communication skills.
• Strong analytical and strategic thinking, with a proven ability to synthesize complex information into clear, actionable insights.
• Experience developing business cases, strategic plans, and executive-level recommendations.
• Strong collaboration and relationship management skills.

PREFERRED QUALIFICATIONS

• Experience in commercial banking, treasury management, consulting, or corporate strategy.
• Working knowledge of treasury operations, payments, liquidity management, and working capital.
• Experience shaping Learning & Development (L&D) strategy or partnering effectively with L&D teams.
• Experience supporting executive-level content for both internal and external audiences.

BASIC QUALIFICATIONS

• Bachelor's degree, or equivalent work experience.
• Eight or more years of relevant experience.

This role requires working from a U.S. Bank location three (3) or more days per week. Locations: Available in various Hub locations in Minneapolis, New York City, Atlanta, Denver, Chicago and Charlotte

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.

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
• Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. 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.

E-Verify

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range: $133,365.00 - $156,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, RegZ, RegG, 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. Applicants must be able to comply with U.S. 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.