Senior Lead Healthcare Treasury Sales Consultant – Southeast

Wells Fargo

Senior Lead Treasury Consultant advising healthcare organizations at Wells Fargo. Leading client engagements and mentoring junior consultants while shaping treasury strategies.

Posted 7/7/2026full-timeCharlotte • Florida, North Carolina, South Carolina, Tennessee, Virginia • 🇺🇸 United StatesSenior💰 $159,000 - $305,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Treasury Management, focusing on strategic advisory, client engagement, and solution design. Proven ability to lead complex discovery engagements and mentor junior consultants while maintaining a strong command of compliance standards and risk frameworks.

Highest-signal resume keywords

Treasury Management Sales ExperienceClient-Facing Discovery LeadershipData Analysis and ROI RecommendationsHealthcare Industry InsightMentoring and Coaching Consultants

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Liquidity StrategyWorking Capital DynamicsTreasury Operating ModelsPayment Flows AssessmentSolution DesignBenchmarkingRisk FrameworksProfitability FrameworksCompliance StandardsAdvisory Governance

Soft Skills

Influencing OutcomesStrategic GuidanceCollaborationConsultative ExcellenceClient Experience

Industry Keywords

Healthcare OrganizationsAccounts ReceivableAccounts PayablePaymentsReceivables Operations

About the role

Key responsibilities & impact

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 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
Lead, mentor, and partner with junior Treasury Management Consultants, providing guidance on discovery, solution development, client messaging, and prioritization
Collaborate with Relationship Managers to shape market strategy, identify opportunities, and win new business
Maintain strong command of risk, profitability frameworks, compliance standards, and advisory governance
Represent GPL in internal initiatives, strategic projects, and client or industry forums

Requirements

What you’ll need

7+ years of Treasury Management Sales experience
5+ years of experience with measurable success leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams.
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

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