Strategist

• Work with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management
• Assist with client discovery
• Work with wealth management specialists to deepen and broaden existing client relationships
• Collaborate with relationship team members to meet clients' wealth planning, estate planning, and wealth transfer needs
• Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice
• Leverage knowledge of U.S. Bank wealth products, including fiduciary products, to identify and implement strategies with clients' external and internal advisors
• Grow the PWM business within the assigned market using an established professional network in the local and/or regional market

Private Wealth Management – Wealth Strategist

• Own healthcare AI deployments end-to-end, from workflow discovery and solution design through hands-on build/configuration, launch, adoption, and measurable business impact
• Own a defined deployment workstream or major customer milestone
• Establish stakeholder relationships and identify technical and operational dependencies
• Drive a clear path to measurable value in clinical and operational environments
• Map customer care and operational workflows
• Determine which workflows are ready for an AI agent and present evidence to customer leadership
• Translate operational goals into solution designs for engineering and product
• Configure and test agent behavior using JSON, the command line, and version control
• Validate deployment data inputs and outputs and identify discrepancies
• Drive integration, security review, and go-live sequencing
• Resolve ambiguity during the build process
• Establish baselines and quantify post-launch changes
• Build dashboards and analyses to demonstrate impact
• Build executive stakeholder trust and identify future workflows
• Document lessons learned to accelerate future deployments
• Collaborate with engineers, product managers, customer success partners, clinical experts, and customers

Deployment Strategist

• Partner with Forward Deployed Engineers to design and deliver systems integrated into customer workflows
• Own customer success from implementation through renewal, expansion, and long-term value creation
• Analyze customer operations, data, and challenges to understand their business deeply
• Ensure high-quality, substantive customer experiences
• Create action plans to increase adoption, revenue, and efficiency
• Surface field insights to influence product direction and future investments
• Build relationships from line staff to senior executives
• Spend approximately 40% of the time onsite with customers
• Collaborate with government and utility partners to translate operational insights into scalable solutions

• Negotiate directly with providers for the most reasonable reimbursement of medical bills in accordance with the respective jurisdictional rules and regulations
• Use critical-thinking to make decisions affecting the outcome of payments to direct-providers
• Provide consultative recommendations to other departments on disputes, pre-servioce agreements, and settlements based upon negotiations experience and knowledge of successful strategies
• Contract directly with providers and execute legible, effective and concise negotiation agreements
• Ensure negotiations comply with regulatory and company timelines
• Document all negotiation activities and savings
• Develop and preserve effective working relationships with provider communities and billing entities
• Seek, identify and implement process improvements
• Evaluate project plans and change approach when desired outcomes are not being reached
• Understand Workers' Compensation regulations to determine negotiation strategies for fair and reasonable reimbursement
• Coordinate and perform research as required, including provider participation, lien defense, special projects, and A/R research
• Define problems, collect data, establish facts, and draw valid conclusions
• Provide problem solving regarding network information requests
• Evaluate provider trends and collaborate with business functions to achieve negotiated outcomes
• Review and discuss cost drivers and opportunities for further control
• Manage relationships with select trading partners
• Develop direct in-person relationships with providers identified through trend analysis to impact medical cost
• Identify and execute cost containment strategies for all states
• Serve as a local resource of the Provider Relations department for branch offices
• Perform other duties as assigned

Provider Reimbursement Strategist

• Lead and manage multiple transformational projects leveraging AI with broad firm-wide impact
• Map business and investment workflows and value-creation processes across all areas of the firm
• Apply structured diagnostic and prioritization frameworks to evaluate processes, identify transformation opportunities, and select high-value use cases
• Support IP leverage and scale-out of solutions across transformation domains such as legal, tax, onboarding, and investment support
• Collaborate with business leaders firm-wide to ensure solutions are scalable, effective, and deliverable within PIMCO's ecosystem
• Grow the team's transformation capabilities through embedded partnerships with business units
• Mentor junior Forward Deployed Engineers and Strategists

SVP, Forward Deployed Strategist – Transformation, Strategic Change

• Run deployments end to end, including kickoff, migration, configuration, workflow redesign, training, and adoption
• Drive organizational change within customer engineering organizations
• Identify champions, remove blockers, and sustain adoption
• Define deployment success, measure adoption, diagnose stalls, and run get-well plans
• Design customer Flow setups around their programs
• Direct integration work with software-focused deployment engineers
• Provide field feedback to the product team
• Partner with sales representatives and account executives on commercial opportunities and expansion
• Build deployment playbooks, implementation guides, and training materials

• Run deployments end to end: kickoff, migration, configuration, workflow redesign, training, and adoption
• Drive organizational change inside customer engineering organizations
• Find champions, remove blockers, and sustain adoption
• Define deployment success, measure adoption, diagnose stalls, and run get-well plans before renewal risk
• Design each customer's Flow setup around their programs
• Direct integration work with software-focused deployment engineers
• Provide field feedback that shapes product development
• Partner with commercial account representatives and AEs on expansion opportunities
• Build deployment playbooks, implementation guides, and training materials

• Co-create compelling and grounded strategies with collaborators to create world-class F&B experiences
• Support Senior Strategists in guiding projects from problem definition through strategic recommendation
• Translate consumer, cultural, competitive, and category insights into clear strategic opportunities
• Collaborate with internal teams to develop strategic narratives, frameworks, and presentations
• Apply captivating storytelling and a keen visual aesthetic to strategic materials
• Bring understanding of the restaurant and F&B landscape to client challenges and strategic conversations
• Identify emerging food, beverage, restaurant, hospitality, and consumer trends
• Assess implications of emerging trends for brands and businesses