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