Treasury Management Consulting Director, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Atlanta
Chandler
Charlotte
Chicago
Denver
Jacksonville
Los Angeles

Category:
Finance

Contract Type:
Not provided

Salary:

173300.00 - 359900.00 USD / Year

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Job Description:

Wells Fargo is seeking a Treasury Management Consulting Director within Global Payments and Liquidity as a part of Enterprise Functions. The Head of GPL Healthcare, Higher Education and Non-Profit will lead and develop a national team of managers and individual contributors responsible for a comprehensive strategy across the U.S. for our institutional client needs.

Job Responsibility:

Provide vision and set direction for multiple high impact initiatives to achieve long-term strategic objectives that impact organization and management across functions
Provide subject matter expertise to peers and leaders to develop, retain, and grow highly complex and strategic client relationships
Lead a national team of treasury sales professionals covering Healthcare, Higher Education and Non-Profit sector clients and prospects
Position business for success to retain and grow leading share around the dramatic changes impacting healthcare providers, higher education institutions, and the elite cultural and service NFP
Develop, implement & monitor performance metrics to ensure the quality and efficiency in implementing the initiatives. These are complex clients with sophisticated decision makers in Treasury Management
Ensure that the initiatives maximize impact and effectiveness while meeting financial targets
Develop and execute the strategy to build scalable processes that will improve the client experience, operational control and efficiency
Work closely with business and functional partners to influence business decisions
Proactively lead the people agenda including resource planning, talent management, professional skills development, performance management & diversity
Establish and maintain a profile as a leader both inside and outside of the firm
The successful manager will be a demonstrated leader with a proactive, hands-on management approach and strong operational skills
Monitors staff performance, provides appropriate coaching, recognition and feedback
Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
Engage and influence stakeholders, internal partners, and peers associated with the function or affected by its outcomes
Identify and recommend opportunities for process improvement and risk control development within Treasury Management Sales functional area
Collaborate with and influence all levels of professionals, including peers and senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, which require the most senior leaders, including complex and significant client issues, while achieving Wells Fargo’s business objectives

Requirements:

8+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of Management experience

Nice to have:

5+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of national size and scope
Excellent understanding of the Payments process and associated market practices with the ability to think strategically about how to create business led solutions
Expert banking and payments experience within healthcare, higher-education, and cultural/service NFP industries. Deep understanding of the Healthcare ecosystems and interconnectedness
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Strong sense of prioritization & ability to execute against deliverables. Able to take personal accountability for projects & issue resolution
Analytic problem solver with excellent written and verbal communications skills
Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization
Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be implemented
Financial and budgeting skills
Highly motivated, independent worker within a team-oriented culture and focus on developing underrepresented talent
Skilled in strategic negotiations
Expert user of Microsoft Word, Excel, and PowerPoint

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:
April 29, 2025

Expiration:
May 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Treasury Management Consulting Director