Senior Lead Healthcare Treasury Consultant (Southeast)

Wells Fargo’s Global Payments & Liquidity (GPL) organization continues to advance its firmwide commitment to delivering specialized industry coverage and differentiated solutions. As part of this strategy, we are hiring a Senior Lead Treasury Consultant to support our For‑Profit Healthcare segment within Specialized Industries.

This is a highly strategic, senior‑level advisory role designed for a consultant who not only leads complex client engagements, but also sets direction, elevates solution quality, and mentors more junior Treasury Consultants. The Senior Lead will serve as a trusted advisor to clients while acting as 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 a bench of Treasury Management Consultants aligned to the shared geographic market.

Strategic Impact of the Role

• 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

• Set the standard for consultative excellence, solution design, and client experience across the market

• Lead and develop junior Treasury Consultants, ensuring consistent discovery quality, solution rigor, and executive‑level delivery

• Deepen Wells Fargo’s healthcare payments and liquidity expertise while influencing market‑level strategy

Key Responsibilities

Strategic Discovery, Design & Delivery

• 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

Leadership, Coaching & Market Collaboration

• 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

Required Qualifications

• 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.

Desired Qualifications

• 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

Who Will Excel in This Role

This role is ideal for someone who:

• Operates as a trusted advisor and market‑level leader

• Enjoys developing talent while delivering exceptional client outcomes

• Balances strategic vision with execution excellence

• Thrives in fast‑growing, evolving organizations

• Wants to help shape GPL’s healthcare strategy as Wells Fargo continues to scale its payments and liquidity capabilities

Job Expectations:

• This role will require frequent client-facing travel in the Southeast region. When not traveling, this person will adhere to in-office expectations.

Locations Considered:

Washington D.C.

McLean, VA

Nashville, TN

Raleigh, NC

Charlotte, NC

Columbia, SC

Charleston, SC

Atlanta, GA

Jacksonville, FL

Orlando, FL

Tampa, FL

West Palm Beach, FLSt. Petersburg, FL

Boca Raton, FL

Miami, FL

Pay Range for Washington DC and McLean, VA: $191,000 - $305,000 annual base salary.

Pay Range for Nashville, TN; Raleigh, NC; Charlotte, NC; Columbia, SC; Charleston, SC; Atlanta, GA; Jacksonville, FL; Orlando, FL; Tampa, FL; West Palm Beach, FL; St. Petersburg, FL; Boca Raton, FL; Miami, FL: $159,000 - $254,000 annual base salary.

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.

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.