Wells Fargo

Lead Treasury Management Consultant

Wells Fargo$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Treasury Management Sales experience, or equivalent combination of work experience, training, military experience, or education.
  • Extensive experience with middle market companies.
  • Strong knowledge of treasury solutions, products, and services, especially liquidity management and payment strategies.
  • Proven ability to build effective partnerships and manage relationships.
  • Excellent verbal, written, and interpersonal communication skills.
  • Experience with complex deal structuring and pricing strategies for treasury products.
  • Proficient in analyzing financial statements and cash flow patterns.
  • Familiar with regulatory requirements and compliance standards.

Responsibilities

  • Lead high-impact, cross-functional initiatives within Treasury Management.
  • Analyze complex operational and technical challenges in treasury.
  • Make decisions in highly complex situations based on Treasury Management policies.
  • Collaborate with senior leaders and teams to resolve issues.
  • Lead Treasury Management projects and serve as a mentor to others.
  • Develop and execute strategic treasury solutions for clients.
  • Advise clients on trends, regulatory changes, and technology in treasury management.
  • Identify opportunities for revenue growth and new product offerings.

Benefits

  • Hybrid work schedule available.
  • Ability to travel up to 40% of the time.
  • Support for personal account dealings and compliance with policies related to outside activities.
Full Job Description

About this Role

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

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

#CommercialBanking

#GlobalPaymentsandLiquidity

Posting End Date:

13 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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