Jobs · Finance · Illinois

Lead Treasury Consultant -Global Payments & Liquidity (Central)

Wells Fargo · Chicago, IL · 4 wk ago
Finance$119k–$187k/yrFull-time

About the role

The 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, focusing on companies with $100MM-$500MM in annual sales.

Responsibilities

  • Support for-profit healthcare clients in areas such as A/R, A/P, payments, receivables operations, or treasury functions.
  • 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.
  • 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.
  • Proven ability to simplify data and influence client outcomes through structured analysis.

Qualifications

  • 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 translate data into insight and insight into action.

Skills

  • Active listening and problem-solving skills.
  • Client-facing relationship management.
  • Data analysis and interpretation.
  • Strategic planning and implementation.
  • Collaboration and teamwork.

Benefits

  • Comprehensive 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.

Pay

$119,000.00 - $187,000.00 annual base salary

Schedule

Full-time

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