Lead Treasury Consultant -Global Payments & Liquidity (Northeast))
Wells Fargo · Marlton, NJ · 2 mo ago
Finance$131k–$224k/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 within our Specialized Industries business, focusing on companies with $100MM-$500MM in annual sales.
- Shape clients' working capital, liquidity strategy, and operational performance.
- Partner with product and solutions specialists to help design and execute holistic payments and treasury solutions.
- Develop or further develop an expertise in specialized healthcare payment flows, liquidity patterns, operational models and return on investment analysis.
- Drive 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.
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.
Qualifications
- 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.
Benefits
- 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