Treasury Management Sales and Consulting Director

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

Posting End Date:

4 May 2025

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.