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Lead Treasury Consultant - Global Payments & Liquidity

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

119000.00 - 187000.00 USD / Year

Job Description:

Wells Fargo’s Global Payments & Liquidity (GPL) organization is continuing to support our firmwide commitment to deliver specialized industry coverage and solutions to our existing and prospective clients. As part of this strategy, we are hiring a Lead Treasury Consultant to join our for-profit healthcare team. This role offers an exceptional opportunity for a highly motivated professional who excels at client discovery, relationship-driven advisory services, and translating data analysis into recommendations to improve operating efficiency, optimize working capital and mitigate payment processing risk. The selected candidate will support for‑profit healthcare within our Specialized Industries business, focused on companies with $100MM–$500MM in annual sales and in alignment with a Senior Lead Treasury Management Consultant to collaboratively support your shared geographic market.

Job Responsibility:

  • Lead consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations
  • Serve as a client-facing subject matter expert representing GPL capabilities and industry best practices
  • Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision-making
  • Collaborate with Product Solution Specialists to ensure recommended solutions are aligned to clients’ operating models
  • Develop and deliver high‑impact finalist presentations and solution recommendations grounded in client insight and requirements
  • Oversee the transition from sales to implementation, ensuring strong client experience, clean handoffs, and timely revenue realization
  • Partner with Relationship Managers and GPL colleagues to identify, formulate and win new payments and liquidity opportunities
  • Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy
  • Maintain a strong command of sales enablement tools, compliance requirements, risk and profitability tolerances and advisory frameworks
  • Build and maintain effective relationships across Product, Implementation, Customer Services and other support partners
  • Participate in internal initiatives, strategic projects, and client or industry events representing the GPL organization

Requirements:

  • 5+ years of Treasury Management Sales experience, or equivalent experience, demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of experience with measurable success leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams

Nice to have:

  • Experience supporting or engaging with healthcare clients in areas such as A/R, A/P, payments, receivables operations, or treasury functions. Healthcare experience preferred but not required
  • Proven ability to simplify data and influence client outcomes through structured analysis
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
February 12, 2026

Expiration:
February 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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