Lead Treasury Consultant -Global Payments & Liquidity (Northeast))
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
- Discover, design, and deliver 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.
Qualifications
- 5+ years of Treasury Management Sales experience, or equivalent experience.
- 2+ years of experience with measurable success leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams.
Skills
Required Qualifications:
- Proven ability to simplify data and influence client outcomes through structured analysis.
Benefits
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Office Locations
- Boston, MA
- Marlton, NJ
- Philadelphia, PA
Pay Range
$131,000.00 - $224,000.00
Posting End Date
17 Jul 2026
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Recruitment and Hiring Requirements
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.