Lead Treasury Consultant – Global Payments, Liquidity
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Tampa • Florida • North Carolina • United States
Visit company websiteExplore more
Salary
💰 $119,000 - $187,000 per year
Job Level
About the role
- 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.
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.
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury Management Salesclient-facing discoverysolutioningfinalist presentationsdata analysisbenchmarkingstrategic conversationsproposal developmentpricing managementsales enablement
Soft Skills
consultative skillsclient relationship managementcollaborationinfluencecommunicationpresentation skillsproblem-solvingorganizational skillsteamworkadaptability