Wells Fargo

Senior Lead Treasury Management Consultant

Wells Fargo • $185K — $300K *
Concord, CA 94521In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7+ years of Treasury Management Sales experience or equivalent.
  • Certified Treasury Professional (CTP) designation is preferred.
  • Proven success in managing and growing a Treasury Management portfolio.
  • Experience with consultative sales in cash management and fraud prevention solutions.
  • Strong client-facing presentation and solution development skills.
  • Ability to build relationships with CFOs and Treasurers.
  • Demonstrated capacity to handle multiple client relationships effectively.

Responsibilities

  • Manage and expand a portfolio of Emerging Middle Market clients.
  • Collaborate with Relationship Managers to generate new business.
  • Consult with clients to tailor Treasury Management solutions to their needs.
  • Analyze client requirements and recommend strategies to enhance operational efficiency.
  • Lead presentations and discussions with clients regarding solutions.
  • Work with internal teams to ensure a seamless client experience.
  • Stay updated on industry trends to provide insightful recommendations.

Benefits

  • Comprehensive health benefits.
  • 401(k) Plan with employer contributions.
  • Paid time off to support work-life balance.
  • Disability benefits for protection in case of illness.
  • Life, critical illness, and accident insurance options.
  • Parental leave for new parents.
  • Critical caregiving leave for family emergencies.
  • Employee discounts and savings programs.
  • Commuter benefits to ease travel costs.
  • Tuition reimbursement for ongoing education.
  • Scholarships available for dependent children.
  • Reimbursement for adoption-related expenses.
Full Job Description

About this role:

Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as a part of Enterprise functions to support Emerging Middle Market clients with annual revenues of $25MM to $100MM.



In this role, you will:

  • Manage and grow a portfolio of Emerging Middle Market clients by identifying opportunities to expand Treasury Management relationships and deliver value-added solutions.
  • Partner with Relationship Managers to acquire new business, deepen existing client relationships, and increase Treasury Management revenue.
  • Consult with clients to understand their business objectives and provide tailored solutions across payables, receivables, liquidity management, cash management, fraud prevention, and digital payments.
  • Analyze client needs and recommend Treasury Management strategies that improve working capital, operational efficiency, and payment processes.
  • Lead client discussions, presentations, and solution demonstrations while supporting competitive opportunities and RFP responses.
  • Collaborate with product partners, implementation teams, and service partners to deliver a seamless client experience.
  • Maintain knowledge of Treasury Management products, industry trends, and market developments to provide relevant insights and recommendations to clients.
  • Mentor and support team members by sharing best practices and Treasury Management expertise.


Required Qualifications:

  • 7+ 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:

  • Certified Treasury Professional (CTP) designation.
  • Proven success building, managing, and growing a pre-existing Treasury Management portfolio.
  • Consultative Treasury Management sales experience, including cash management, payables, receivables, liquidity management, commercial card, and fraud prevention solutions.
  • Experience partnering with Relationship Managers to identify opportunities, win new business, and deepen client relationships.
  • Strong client-facing presentation, discovery, and solutioning skills.
  • Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers.
  • Demonstrated ability to manage multiple client relationships and deliver results in a fast-paced sales environment.


Job Expectations:

  • This position will require up to 25% of travel
  • 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. $185,000.00 - $300,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

3 Oct 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
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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