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

• 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.
• Partner with Relationship Managers and GPL colleagues to identify, formulate, and win new payments and liquidity opportunities.
• Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy.
• 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, 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.

Benefits

Includes a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Pay Range

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

Posting End Date

13 Aug 2026