Treasury Management Sales and Consulting Director

Posted 4 Days Ago
Be an Early Applicant
8 Locations
Hybrid
173K-360K Annually
Expert/Leader
Fintech • Financial Services
The Role
Lead a national team of treasury sales professionals targeting Healthcare, Higher Education, and Non-Profit sectors to develop strategies, enhance client relationships, and meet financial goals.
Summary Generated by Built In

About this role:

Wells Fargo is seeking a Treasury Management Consulting Director within Global Payments and Liquidity as a part of Enterprise Functions.

Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

The Head of GPL Healthcare, Higher Education and Non-Profit will lead and develop a national team of managers and individual contributors responsible for a comprehensive strategy across the U.S. for our institutional client needs.

  • Provide vision and set direction for multiple high impact initiatives to achieve long-term strategic objectives that impact organization and management across functions
  • Provide subject matter expertise to peers and leaders to develop, retain, and grow highly complex and strategic client relationships
  • Lead a national team of treasury sales professionals covering Healthcare, Higher Education and Non-Profit sector clients and prospects
  • Position business for success to retain and grow leading share around the dramatic changes impacting healthcare providers, higher education institutions, and the elite cultural and service NFP
  • Develop, implement & monitor performance metrics to ensure the quality and efficiency in implementing the initiatives. These are complex clients with sophisticated decision makers in Treasury Management
  • Ensure that the initiatives maximize impact and effectiveness while meeting financial targets
  • Develop and execute the strategy to build scalable processes that will improve the client experience, operational control and efficiency
  • Work closely with business and functional partners to influence business decisions
  • Proactively lead the people agenda including resource planning, talent management, professional skills development, performance management & diversity
  • Establish and maintain a profile as a leader both inside and outside of the firm
  • The successful manager will be a demonstrated leader with a proactive, hands-on management approach and strong operational skills
  • Monitors staff performance, provides appropriate coaching, recognition and feedback
  • Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
  • Engage and influence stakeholders, internal partners, and peers associated with the function or affected by its outcomes
  • Identify and recommend opportunities for process improvement and risk control development within Treasury Management Sales functional area
  • Collaborate with and influence all levels of professionals, including peers and senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, which require the most senior leaders, including complex and significant client issues, while achieving Wells Fargo’s business objectives

Required Qualifications:

  • 8+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of Management experience

Desired Qualifications:

  • 5+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of national size and scope
  • Excellent understanding of the Payments process and associated market practices with the ability to think strategically about how to create business led solutions
  • Expert banking and payments experience within healthcare, higher-education, and cultural/service NFP industries. Deep understanding of the Healthcare ecosystems and interconnectedness
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Strong sense of prioritization & ability to execute against deliverables. Able to take personal accountability for projects & issue resolution
  • Analytic problem solver with excellent written and verbal communications skills
  • Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization
  • Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be implemented
  • Financial and budgeting skills
  • Highly motivated, independent worker within a team-oriented culture and focus on developing underrepresented talent
  • Skilled in strategic negotiations
  • Expert user of Microsoft Word, Excel, and PowerPoint

Job Expectations:

  • This position offers a hybrid work schedule 
  • Ability to travel up to 50% of the time
  • This position is not eligible for Visa Sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range:

New York, NY- Pay Range Annually $173,300-$359,900

Chicago, IL- Pay Range Annually $173,300-$359,900

Jacksonville, FL-Pay Range Annually $173,300-$359,900

Atlanta, GA-Pay Range Annually $173,300-$359,900

Charlotte, NC-Pay Range Annually $173,300-$359,900

Denver, CO- Pay Range Annually $173,300-$359,900

Los Angeles CA- Pay Range Annually $173,300-$359,900

Phoenix, AZ- Pay Range Annually $173,300-$359,900

#CommercialBanking

#GlobalPaymentsandLiquidity

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$173,300.00 - $359,900.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

11 Apr 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: San Francisco, CA
233,000 Employees
Hybrid Workplace
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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