Head of Treasury Advisory for Complex Liquidity Solutions
$215,000–$355,000 year
HybridSan Francisco, California, United States or Irving, Texas, United States
Job Summary
Lead client and revenue growth initiatives by originating and shaping complex treasury, liquidity, and working capital opportunities. Partner with product teams to develop integrated client solutions and serve as a trusted advisor to senior stakeholders on funding efficiency and cash flow optimization. Design and deliver complex liquidity structures across cash, payments, trade, and foreign exchange capabilities while translating regulatory requirements into scalable solution structures. Manage and develop teams to drive alignment across a highly matrixed organization. This role offers a hybrid work schedule with a base pay range of $215,000 - $355,000. Wells Fargo is a leading financial services company providing diversified banking and investment products.
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
- This position offers a hybrid work schedule
- 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
- Employees may also be eligible for incentive opportunities
- This position is not eligible for Visa Sponsorship
- 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
- making sound risk decisions
- There is emphasis on proactive monitoring, governance, risk identification and escalation
- and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements
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
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