Lead Treasury Consultant -Global Payments & Liquidity (Southeast)

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.
• 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: Discovery, Design and Delivery 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, 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.

Desired 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 simplify data and influence client outcomes through structured analysis.

Pay

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

Benefits

Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.