Lead Treasury Consultant - Global Payments & Liquidity (West Coast)

Wells Fargo Bank•San Diego, CA

1d•$143,000 - $224,000

About The Position

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.

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.

Nice To Haves

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.

Responsibilities

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.