Wells Fargo

Senior Lead Treasury Management Consultant

Wells Fargo • $175K — $279K *
Portland, OR 97229In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Yesterday
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 7+ years of Treasury Management Sales experience or equivalent qualifications.
  • Strong understanding of payables and receivables processes, including workflow optimization.
  • Proven experience with strategic sales calls and high-touch client engagement.
  • Ability to consult and influence in a fast-paced environment.
  • Exceptional organizational skills and attention to detail for managing multiple priorities.
  • Strong communication skills for translating complex treasury concepts.
  • Experience with Emerging Middle Market clients ($25MM-$100MM revenue).
  • CTP (Certified Treasury Professional) designation or willingness to pursue.

Responsibilities

  • Advise senior leadership on strategic Treasury Management Consulting objectives.
  • Lead strategy and resolution of complex business challenges across multiple lines.
  • Provide vision and direction on implementing innovative business solutions.
  • Manage Treasury Management Consulting projects and mentor team members.
  • Engage with professionals across the enterprise as an advisor to leadership.

Benefits

  • Hybrid work schedule (3 days in office, 2 remote).
  • Opportunity for up to 50% travel.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments & Liquidity as part of Enterprise Functions.


In this role, you will:

  • Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
  • Lead the strategy and resolution of highly 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 highly 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


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:

  • Strong understanding of payables and receivables processes, including workflow optimization and cashflow impacts

  • Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a hightouch client experience

  • Proactive, selfdriven approach with the ability to consult, engage, and influence prospects in a fastpaced environment

  • Excellent partnership and collaboration skills, with the ability to influence crossfunctional teams and remain receptive to feedback

  • Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously

  • Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences

  • Experience working with Emerging Middle Market clients ($25MM$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraudmitigation solutions

  • CTP (Certified Treasury Professional) designation or willingness to pursue


Job Expectations:

  • Hybrid Scheduled (3 days in office and 2 remote each week)

  • Ability to travel up to 50% of the time

  • 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.

Portland, OR - ($175,000 - $279,000)

Posting End Date:

28 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
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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