Lead Treasury Consultant Global Payments & Liquidity (Northeast))

Lead Treasury Consultant

Wells Fargo's Global Payments & Liquidity (GPL) organization is continuing to support our firmwide commitment to deliver specialized industry coverage and solutions to our existing and prospective clients. As part of this strategy, we are hiring a Lead Treasury Consultant to join our for-profit healthcare team. This 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, focused on companies with $100MM$500MM in annual sales and in alignment with a Senior Lead Treasury Management Consultant to collaboratively support your shared geographic market.

This role offers the potential to:

• Join GPL during a significant growth and investment cycle at Wells Fargo.
• Serve as a strategic consultant, shaping clients' working capital, liquidity strategy, and operational performance.
• 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.

In this role, the selected candidate will 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.

Leadership, Collaboration & Excellence

• 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.

Required 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.

Who Will Excel in This Role? This role is ideal for someone who:

• Is an active listener, an advisor, a problem solver.
• Has demonstrated success in client-facing relationship roles where discovery, solutioning and influence are core responsibilities.
• Can translate data into insight and insight into action.
• Excels in environments undergoing growth, investment, and transformation.
• Wants to help shape the future of GPL's Healthcare strategy as Wells Fargo scales its capabilities.

Office Locations:

Boston, MA

Marlton, NJ

Philadelphia, PA

Pay Range

$131,000.00 - $224,000.00

Benefits

Wells Fargo provides eligible employees with 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.

• 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

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.