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 and aligns with a Senior Lead Treasury Management Consultant to support a shared geographic market.

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 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 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.