Job DescriptionThe 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 ResponsibilitiesExecutive 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 Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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.
Posting may be closed earlier due to high volume of applicants. 
