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Senior Lead Healthcare Treasury Sales Consultant; Southeast

Job in Miami, Miami-Dade County, Florida, 33196, USA
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
Position: Senior Lead Healthcare Treasury Sales 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…
Position Requirements
10+ Years work experience
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