TPS Client Advocacy and Events Manager

Treasury And Payments Solutions Client Advocacy And Events Manager

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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.

Key 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.

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.

Insight Synthesis, Analytics & Storytelling

• 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.

Closed-Loop Follow-Up & Progress Visibility

• 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.

Measurement & Impact

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…