Head of Treasury Advisory for Complex Liquidity Solutions

About this role:

Wells Fargo is seeking a Head of Treasury Advisory for Complex Liquidity Solutions to lead the development and delivery of sophisticated treasury, liquidity, and working capital strategies that help clients optimize funding, cash flow, and operational efficiency. Working closely with product, banking, and sales partners, this person will serve as a trusted advisor to senior client stakeholders, shaping integrated solutions across cash management, payments, trade finance, and foreign exchange while driving revenue growth and product innovation. You will also lead and develop teams, influence strategy, and drive alignment across a highly matrixed organization.

In this role, you will:

• Lead client and revenue growth initiatives by originating and shaping complex treasury, liquidity, and working capital opportunities.

• Partner with GPL, Trade Finance, Merchant, and related product teams to develop integrated client solutions.

• Serve as a trusted advisor to senior client stakeholders on treasury strategy, liquidity optimization, funding efficiency, and working capital outcomes.

• Influence treasury and liquidity product strategy through market insights, client feedback, and emerging trends.

• Co-lead go-to-market execution with Product Management, Marketing, Sales, and Banking partners to drive adoption and revenue realization.

• Design and deliver complex liquidity structures across cash, payments, trade, and foreign exchange capabilities.

• Lead working capital optimization strategies including receivables, payables, inventory, and funding solutions.

• Develop cross-border, multi-entity, pooling, netting, collateral optimization, and intraday liquidity solutions.

• Translate complex regulatory, operational, and client-specific requirements into scalable solution structures.

• Provide thought leadership on treasury, liquidity, and working capital trends impacting clients and product strategy.

• Manage and develop teams, influence senior leadership, and drive alignment across highly matrixed organizations.

Required Qualifications:

• 10+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education.

• 4+ years of management or leadership experience.

Desired Qualifications:

• Proven success in sales leadership, treasury advisory, or client-facing solution roles within financial services.

• Bachelor’s degree in Finance, Business Administration, or related field; MBA or advanced degree preferred.

• Certified Treasury Professional (CTP) designation preferred.

• Strong understanding of treasury banking products, including cash management, liquidity management, trade finance, payments, and working capital solutions.

• Ability to influence both clients and internal product strategy.

• Experience structuring complex, multi-product, non-standard liquidity solutions.

• Strong executive presence and ability to engage senior stakeholders.

• Strategic thinking with the ability to translate complex solutioning into commercial outcomes.

• Exceptional communication, collaboration, and negotiation skills.

Job Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa Sponsorship

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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:

* 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as 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.