Wells Fargo

Head of Treasury Advisory for Complex Liquidity Solutions

Wells Fargo$215K — $355K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in Business Growth Strategy or equivalent experience
  • 4+ years in management or leadership roles
  • Proven success in sales leadership or client-facing roles within financial services
  • Bachelor's degree in Finance, Business Administration, or related field; MBA preferred
  • Certified Treasury Professional (CTP) preferred
  • Strong understanding of treasury banking products
  • Exceptional communication, collaboration, and negotiation skills

Responsibilities

  • Lead initiatives to grow client and revenue through treasury and liquidity solutions
  • Partner with various product teams to create integrated client solutions
  • Advise senior client stakeholders on optimizing treasury and liquidity strategies
  • Influence product strategy using market insights and client feedback
  • Co-lead execution of go-to-market strategies with cross-functional teams
  • Design complex liquidity structures tailored to client needs
  • Develop multi-entity and cross-border liquidity solutions

Benefits

  • Comprehensive health benefits
  • 401(k) Plan
  • Generous paid time off
  • Disability and life insurance
  • Parental and critical caregiving leave
  • Tuition reimbursement
  • Scholarship programs for dependent children
  • Adoption reimbursement
  • Commuter benefits
Full Job Description

In this role, you will:

  • 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.

Required Qualifications:

  • 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.

Desired Qualifications:

  • Proven success in sales leadership, treasury advisory, or client-facing solution roles within financial services.

  • Bachelor’s degree in Finance, Business Administration, or related field; MBA or advanced degree preferred.

  • Certified Treasury Professional (CTP) designation preferred.

  • 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.

Job Expectations:

  • This position offers a hybrid work schedule

  • 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

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$215,000.00 - $355,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit  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:

26 Aug 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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