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