Senior Lead Treasury Management Consultant

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.Learn more about the career areas and lines of business at  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.
   $ - $Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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.

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…