Head of Treasury Advisory for Complex Liquidity Solutions
Wells Fargo
- Location
- NEW YORK, NY
- Work model
- On-Site
- Level
- Staff
- Salary
- $215k – $355k/yr
- Posted
- Aug 17, 2026
About this role
About this 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. Working closely with product, banking, and sales partners, this person will serve as a trusted advisor to senior client stakeholders, shaping integrated solutions across cash management, payments, trade finance, and foreign exchange while driving revenue growth and product innovation. You will also lead and develop teams, influence strategy, and drive alignment across a highly matrixed organization. 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 Benefits - Wells