Lead Treasury Consultant -Global Payments & Liquidity (Central)

About the role

The Lead Treasury Consultant role within Wells Fargo's Global Payments & Liquidity (GPL) organization supports the firm’s commitment to delivering specialized industry coverage and solutions to for-profit healthcare clients. This role focuses on companies with $100MM-$500MM in annual sales.

Responsibilities

• Conduct consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations.
• Represent GPL capabilities and industry best practices as a client-facing subject matter expert.
• Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision-making.
• Collaborate with Product Solution Specialists to ensure recommended solutions align with 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 with a dedicated Treasury Management Analyst.
• 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.
• 2+ years of experience leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams.
• Experience supporting or engaging with healthcare clients in areas such as A/R, A/P, payments, receivables operations, or treasury functions.
• Proven ability to simplify data and influence client outcomes through structured analysis.

Qualifications

Required qualifications include 5+ years of Treasury Management Sales experience, or equivalent experience, and 2+ years of experience leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams. Desired qualifications include experience supporting or engaging with healthcare clients in areas such as A/R, A/P, payments, receivables operations, or treasury functions. Healthcare experience is preferred but not required. Proven ability to simplify data and influence client outcomes through structured analysis is also desired.

Benefits

Wells Fargo offers a comprehensive set of benefits, including health benefits, a 401(k) plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. Additionally, there are discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, adoption reimbursement, and more.

Pay Range

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

Office Locations

• 90 S 7th St; Minneapolis, MN
• 1801 Park View Drive; Shoreview, MN
• 10 S Wacker Dr; Chicago, IL

Reference Number

R-554499-1