Executive Director, Treasury Advisory Receivables Product Solution Specialist

Posted 8 Hours Ago
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Tampa, FL, USA
Hybrid
159K-305K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead treasury receivables product strategy to drive revenue and deepen client relationships. Design complex treasury and receivables solutions, support sales enablement, partner with product and RM teams, and maintain industry expertise in ERP, TMS, fintech, and merchant services.
Summary Generated by Built In
About this role
Wells Fargo is seeking a Senior Lead Business Growth Strategy Consultant - Treasury Advisory Receivables Product Solution Specialist (PSS) within Global Payments & Liquidity (GPL). This role is instrumental in driving revenue growth, deepening client relationships, and partnering closely with sales to deliver subject-matter expertise on complex treasury product capabilities. The position supports expansion across both existing and new client relationships.
Key Responsibilities
  • Identify complex, new, or emerging product structures that will create competitive advantage for the bank in partnership with all wholesale working capital product organizations (GPL, Trade Finance, Merchant, FX) as well as relevant Consumer products (Card, Merchant)
  • Proactively recommend new ideas or structures for top opportunity and largest clients who would like to co-collaborate on solutions, e.g., within C&R and TMT
  • Partner with Treasury Management Consultants, Relationship Managers, and GPL teams to identify client needs and deliver working capital optimization strategies
  • Design and deliver innovative treasury and receivables solutions for complex, high-value client opportunities
  • Enable sales teams through training, positioning, and development of client-facing materials in partnership with marketing
  • Maintain deep industry expertise across treasury, fintech, ERP, and TMS trends to inform strategy and strengthen competitive positioning
Required Qualifications
  • 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+ years supporting Corporate & Investment Bank and Commercial Bank clients with working capital solutions
Desired Qualifications
  • Deep expertise in receivables solutions, including paper/electronic receivables, reconciliation, cash application, and merchant services
  • Proven experience partnering with product management on roadmap development and go-to-market execution
  • Strong understanding of ERP systems, TMS platforms, and fintech ecosystem
  • Demonstrated success in financial services sales or solution advisory roles focused on treasury products
  • Broad knowledge of treasury solutions (cash management, liquidity, trade finance, risk management)
  • Strong executive presence with advanced communication and negotiation skills
  • Ability to influence and collaborate across complex organizational structures
  • Track record of driving innovation and delivering client-centric solutions
  • Bachelor's degree in Business, Finance, or related field
  • Certified Treasury Professional (CTP) or equivalent
  • Knowledge of Merchant services
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.
  • Up to 20% travel
Base Salary Range for San Francisco, CA: $191,000 - 305,000 annually
Base Salary Range for Minneapolis, MN: $175,000 - 279,000 annually
Base Salary Range for Charlotte, NC: $159,000 - 254,000 annually
Base Salary Range for Irving, TX: $159,000 - 254,000 annually
Base Salary Range for Tampa, FL: $159,000 - 254,000 annually
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.
$159,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:
3 Jul 2026
* 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.
#BI-Hybrid

Skills Required

  • 7+ years of Business Growth Strategy experience (or equivalent via work, training, military service, education)
  • 7+ years supporting Corporate & Investment Bank and Commercial Bank clients with working capital solutions
  • Deep expertise in receivables solutions including paper/electronic receivables, reconciliation, cash application, and merchant services
  • Proven experience partnering with product management on roadmap development and go-to-market execution
  • Strong understanding of ERP systems, TMS platforms, and the fintech ecosystem
  • Demonstrated success in financial services sales or solution advisory roles focused on treasury products
  • Broad knowledge of treasury solutions (cash management, liquidity, trade finance, risk management)
  • Strong executive presence with advanced communication and negotiation skills
  • Ability to influence and collaborate across complex organizational structures
  • Track record of driving innovation and delivering client-centric solutions
  • Bachelor's degree in Business, Finance, or related field
  • Certified Treasury Professional (CTP) or equivalent
  • Knowledge of Merchant services
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 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 in the top 3 on the 2025 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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