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About the Role

Wells Fargo is seeking a Head of Treasury Advisory for Complex Liquidity Solutions to lead the development and delivery of sophisticated treasury, liquidity, and working capital strategies that help clients optimize funding, cash flow, and operational efficiency. This role involves serving as a trusted advisor to senior client stakeholders, shaping integrated solutions, and driving revenue growth and product innovation.

Responsibilities

Lead client and revenue growth initiatives by originating and shaping complex treasury, liquidity, and working capital opportunities.
Partner with GPL, Trade Finance, Merchant, and related product teams to develop integrated client solutions.
Serve as a trusted advisor to senior client stakeholders on treasury strategy, liquidity optimization, funding efficiency, and working capital outcomes.
Influence treasury and liquidity product strategy through market insights, client feedback, and emerging trends.
Co-lead go-to-market execution with Product Management, Marketing, Sales, and Banking partners to drive adoption and revenue realization.
Design and deliver complex liquidity structures across cash, payments, trade, and foreign exchange capabilities.
Lead working capital optimization strategies including receivables, payables, inventory, and funding solutions.
Develop cross-border, multi-entity, pooling, netting, collateral optimization, and intraday liquidity solutions.
Translate complex regulatory, operational, and client-specific requirements into scalable solution structures.
Provide thought leadership on treasury, liquidity, and working capital trends impacting clients and product strategy.
Manage and develop teams, influence senior leadership, and drive alignment across highly matrixed organizations.

Requirements

10+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education.
4+ years of management or leadership experience.
Proven success in sales leadership, treasury advisory, or client-facing solution roles within financial services.
Strong understanding of treasury banking products, including cash management, liquidity management, trade finance, payments, and working capital solutions.
Ability to influence both clients and internal product strategy.
Experience structuring complex, multi-product, non-standard liquidity solutions.
Strong executive presence and ability to engage senior stakeholders.
Strategic thinking with the ability to translate complex solutioning into commercial outcomes.
Exceptional communication, collaboration, and negotiation skills.

Skills

Treasury Advisory
Complex Liquidity Solutions
Working Capital Strategies
Funding Optimization
Cash Flow Management
Operational Efficiency
Client Relationship Management
Product Development
Sales Strategy
Market Insights
Client Feedback Analysis
Regulatory Compliance
Team Leadership
Strategic Planning
Cross-border Transactions
Multi-entity Solutions
Pooling and Netting
Collateral Optimization
Intraday Liquidity Management
Risk Management
Compliance
Communication
Collaboration
Negotiation

Location

Hybrid

Work Type

Hybrid

Experience Level

10+ years of Business Growth Strategy experience
4+ years of management or leadership experience

Education Level

Bachelor's degree in Finance, Business Administration, or related field
MBA or advanced degree preferred
Certified Treasury Professional (CTP) designation preferred

Salary/Compensations

$215,000.00 - $355,000.00

Benefits

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

About the Company

Wells Fargo is an equal opportunity employer.
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.

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.