Lead Treasury Consultant – Global Payments, Liquidity

Wells Fargo

Lead Treasury Consultant specializing in healthcare payments and liquidity strategies at Wells Fargo. Collaborating with clients to optimize working capital and mitigate payment processing risk.

Posted 6/19/2026full-timeBoston • Massachusetts, New Jersey • 🇺🇸 United StatesSenior💰 $131,000 - $224,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management Salesdata analysisbenchmarkingsolution recommendationsclient presentationssales enablementcompliance requirementsrisk managementprofitability analysispayments operations

Soft Skills

consultative discoveryclient relationship managementstrategic influencecollaborationcommunicationpresentation skillsproblem-solvingteamworkadaptabilityleadership