More jobs:
Senior Lead Healthcare Treasury Sales Consultant; Southeast
Job in
Miami, Miami-Dade County, Florida, 33196, USA
Listed on 2026-06-14
Listing for:
Wells Fargo
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant -
Business
Job Description & How to Apply Below
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…
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×