Wells Fargo
Treasury Management Consulting Director
Wells Fargo, Los Angeles, California, United States, 90079
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 Specialized Industries Healthcare, SIHC, our for-profit Healthcare coverage team will lead and develop a national team of managers and individual contributors responsible for a comprehensive strategy across the U.S. client needs with some international opportunities.
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 for profit healthcare sector clients and prospects
Position business for success to retain and grow leading share around the dramatic changes impacting healthcare
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 or leadership 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 60% 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.
#CommercialBanking
#GlobalPayments&Liquidity
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.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:
1 Oct 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-493995
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 Specialized Industries Healthcare, SIHC, our for-profit Healthcare coverage team will lead and develop a national team of managers and individual contributors responsible for a comprehensive strategy across the U.S. client needs with some international opportunities.
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 for profit healthcare sector clients and prospects
Position business for success to retain and grow leading share around the dramatic changes impacting healthcare
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 or leadership 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 60% 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.
#CommercialBanking
#GlobalPayments&Liquidity
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.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:
1 Oct 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-493995