Lead Treasury Management Consultant

About this Role

Wells Fargo is seeking a Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.

Learn more about the career areas and lines of business at wellsfargojobs.com

This role is designed for a strategic leader who can drive complex initiatives, deliver innovative treasury solutions, and serve as a trusted advisor to clients and internal stakeholders.

In this Role, You Will:

• Lead high-impact, cross-functional initiatives and contribute to large-scale planning within the Treasury Management Consulting function.
• Analyze complex, multi-faceted business, operational, and technical challenges, requiring in-depth evaluation of multiple factors, including emerging trends and unprecedented scenarios.
• Make decisions in highly complex situations, applying deep knowledge of Treasury Management policies, procedures, and compliance requirements to influence outcomes and drive new initiatives.
• Collaborate and consult with peers, senior leaders, and cross-functional teams to resolve issues and achieve strategic goals.
• Lead Treasury Management projects and teams, and serve as a mentor and subject matter expert to less experienced consultants.
• Develop and execute strategic treasury solutions for clients, including liquidity optimization, payment strategies, and risk mitigation.
• Advise senior-level clients and internal stakeholders on emerging trends in treasury management, regulatory changes, and technology advancements.
• Drive revenue growth by identifying opportunities for new products and services, and partnering with sales teams to deliver tailored solutions.

Required Qualifications:

• 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Extensive experience working with middle market companies.
• Strong knowledge of treasury solutions, products, and services, including liquidity management and payment strategies.
• Proven ability to build strong partnerships through effective collaboration, relationship management, and communication.
• Excellent verbal, written, and interpersonal communication skills.
• Experience with complex deal structuring and pricing strategies for treasury products.
• Proficiency in analyzing financial statements and cash flow patterns to recommend optimal solutions.
• Familiarity with regulatory requirements and compliance standards impacting treasury management.
• Ability to influence senior executives and decision-makers, both internally and externally.
• Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.

Job Expectations:

• This position offers a hybrid work schedule 

• Ability to travel up to 40% of the time

• 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

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#GlobalPaymentsandLiquidity

Posting End Date:

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.