Jobs · Healthcare · North Carolina

Senior Lead Healthcare Treasury Sales Consultant (Southeast)

Wells Fargo · Charlotte, NC · 2 mo ago
Healthcare$191k–$305k/yrFull-time

About the role

Join Wells Fargo's Global Payments & Liquidity (GPL) organization, which is committed to delivering specialized industry coverage and differentiated solutions. This role supports the For-Profit Healthcare segment within Specialized Industries.

Responsibilities

  • Lead complex, enterprise-level discovery engagements with clients and prospects to assess payment flows, liquidity structures, working capital dynamics, and treasury operations.

  • Guide strategic conversations with executive and operational stakeholders using benchmarking, data analysis, and ROI-based recommendations.

  • Partner with Product Solution Specialists to design integrated, scalable treasury and payments solutions aligned to client operating models.

  • Deliver executive-level finalist presentations and strategic recommendations grounded in client insight.

  • Oversee the implementation handoff to ensure client satisfaction, solution integrity, and revenue realization.

  • Lead, mentor, and partner with junior Treasury Management Consultants, providing guidance on discovery, solution development, client messaging, and prioritization.

  • Collaborate with Relationship Managers to shape market strategy, identify opportunities, and win new business.

  • Provide oversight and direction to Treasury Management Analysts supporting proposals, pricing, and pipeline management.

  • Maintain strong command of risk, profitability frameworks, compliance standards, and advisory governance.

  • Strengthen cross-functional partnerships across Product, Implementation, Operations, and Client Service teams.

  • Represent GPL in internal initiatives, strategic projects, and client or industry forums.

Requirements

  • 7+ years of Treasury Management Sales experience, or equivalent, demonstrated through work experience, training, military experience, or education.

  • 5+ years of experience with measurable success leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams.

Desired Qualifications

  • Experience supporting healthcare organizations across A/R, A/P, payments, receivables operations, or treasury functions.

  • Demonstrated ability to influence outcomes and provide strategic guidance within client and internal matrixed environments.

  • Strong analytical capabilities with the ability to translate data into clear, actionable client recommendations.

  • Experience guiding, coaching, or informally leading other consultants or analysts.

Similar jobs