Business Consultant responsible for Microsoft ERP solutions and client support at Heartland Business Systems. Leading implementations and building long - term client relationships with technical expertise.
About the role
- Senior Lead Treasury Management Consultant at Wells Fargo leading complex Treasury Management Consulting projects and engaging with senior leadership. Providing strategic direction for clients in Healthcare, Higher Education, and Not-for-Profit sectors.
Responsibilities
- Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long‑term goals for complex business and technical needs across Treasury Management Consulting
- Lead the strategy and resolution of complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of complex activities and guidance to others
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
- Lead Treasury Management Consulting projects and teams, or serve as peer mentor
- Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
Requirements
- 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in Treasury Management Consulting or related financial services, advising senior leaders on complex strategies
- Sector knowledge of Healthcare, Higher Education, and Not‑for‑Profit treasury need
- Proven ability to solve complex, cross‑functional challenges and deliver large‑scale solutions
- Strong analytical and strategic thinking skills with sound judgment
- Experience leading projects or mentoring teams within a consulting or treasury environment
- Ability to collaborate and influence at all organizational levels, including executive leadership.
- Excellent communication skills for presenting complex concepts clearly and effectively
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
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