Wells Fargo

Senior Lead Treasury Management Consultant

Wells Fargo$191K — $305K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of Treasury Management Sales experience or equivalent experience.
  • Deep knowledge of treasury management, payments, and liquidity solutions.
  • Ability to develop and implement complex solutions for middle-market organizations ($100M-$500M revenue).
  • Strong analytical and consultative skills for strategic recommendations.
  • Effective communication and relationship-building skills to influence stakeholders.
  • Experience collaborating across business lines for integrated solutions.
  • Adaptability to navigate change and leverage new technologies.

Responsibilities

  • Manage and expand a Middle Market Treasury Management portfolio in New York.
  • Identify and pursue new business while nurturing existing client relationships.
  • Partner with Commercial Banking Relationship Managers for holistic client strategies.
  • Proactively engage with clients to assess needs and propose solutions.
  • Lead sales efforts from client onboarding to ongoing support.
  • Ensure smooth client onboarding with collaboration across teams.
  • Analyze client operations to enhance efficiency and working capital management.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life, critical illness, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings programs
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

About this role:

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

Learn more about career areas and lines of business at


In this role, you will:

  • Manage and grow a Middle Market Treasury Management portfolio across the New York city territory, serving as a strategic partner to clients and internal stakeholders.
  • Identify and develop new business opportunities while expanding existing client relationships through the delivery of treasury management solutions.
  • Partner closely with Commercial Banking Relationship Managers to develop joint calling strategies and deepen client relationships.
  • Proactively call on prospective and existing clients to understand business needs and recommend treasury, payments, and liquidity solutions.
  • Lead treasury management sales efforts throughout the full client lifecycle, from opportunity identification and solution design through implementation and ongoing relationship support.
  • Collaborate with implementation and service partners to ensure a seamless client onboarding experience and positive customer outcomes.
  • Analyze client operating models, cash flow needs, and payment processes to recommend solutions that improve efficiency, control, and working capital management.
  • Collaborate effectively with partners across Treasury Management, Commercial Banking, Operations, Product, and Implementation teams to deliver client-focused solutions.

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:

  • Deep knowledge of treasury management, payments, and liquidity solutions with the ability to translate complex concepts into actionable client strategies.
  • Demonstrated ability to identify, develop, and implement complex treasury management, payments, and liquidity solutions for middle-market organizations with annual revenues of $100 million to $500 million.
  • Strong consultative, analytical, and problem-solving capabilities with the ability to evaluate data and develop strategic recommendations.
  • Ability to influence and engage stakeholders through effective communication, executive presence, and relationship-building skills.
  • Experience collaborating across business lines to deliver integrated solutions and drive successful client outcomes.
  • Demonstrated adaptability and innovation mindset with the ability to navigate change, leverage emerging technologies, and identify new opportunities.
  • Strong attention to detail, project leadership, and organizational skills with the ability to manage multiple priorities and drive initiatives to completion.


Job Expectations:

  • This position offers a hybrid work schedule
  • Ability to travel up to 20% 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

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.

$191,000.00 - $305,000.00

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:

6 Aug 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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