Senior Lead Treasury Consultant - Healthcare

Wells Fargo•New York, NY

5d•$185,000 - $300,000•Hybrid

About The Position

Wells Fargo’s Global Payments & Liquidity (GPL) organization is hiring a Senior Lead Treasury Consultant to support its For‑Profit Healthcare segment within Specialized Industries. This is a strategic, senior-level advisory role for a consultant who leads complex client engagements, sets direction, elevates solution quality, and mentors junior consultants. The Senior Lead will serve as a trusted advisor to clients and a player-coach across the market team. The role supports for-profit healthcare organizations with $500MM–$1B in annual revenue and partners closely with Relationship Managers, product leaders, and Treasury Management Consultants aligned to the shared geographic market. This role offers the opportunity to join GPL during a period of significant growth and investment at Wells Fargo, act as a senior strategic advisor shaping clients’ working capital, liquidity strategy, and treasury operating models, and set the standard for consultative excellence, solution design, and client experience across the market. The role also involves leading and developing junior Treasury Consultants, deepening Wells Fargo’s healthcare payments and liquidity expertise, and influencing market-level strategy.

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.

Nice To Haves

Experience supporting healthcare organizations across A/R, A/P, payments, receivables operations, or treasury functions (preferred, not required).
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.

Responsibilities

Lead complex, enterprise‑level discovery engagements with clients and prospects to assess payment flows, liquidity structures, working capital dynamics, and treasury operations.
Serve as a senior subject matter expert representing GPL capabilities, healthcare industry insight, and best practices.
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.
Act as a point of escalation and strategic resource for complex client situations across the market.
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.