Senior Lead Healthcare Treasury Sales Consultant (Southeast)

About the role

The Senior Lead Treasury Consultant role within Wells Fargo's Global Payments & Liquidity (GPL) organization is designed for a consultant who leads complex client engagements, sets direction, elevates solution quality, and mentors more junior Treasury Consultants. This role serves for-profit healthcare organizations with $500MM-$1B in annual revenue, collaborating closely with Relationship Managers, product leaders, and a bench of Treasury Management Consultants.

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.
• Provide oversight through 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.
• Maintain strong command of risk, profitability frameworks, compliance standards, and advisory governance.
• Represent GPL in internal initiatives, strategic projects, and client or industry forums.

Qualifications

• 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 include experience supporting healthcare organizations across A/R, A/P, payments, receivables operations, or treasury functions, and 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.
• Demonstrated ability to guide, coach, or informally lead other consultants or analysts.