About this role:
Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
#CommercialBanking
#GlobalTreasuryManagement
Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Lead high-visibility, complex initiatives often cross-functional and enterprise-wide shaping large-scale planning efforts for the Treasury Management Consulting function.
- Evaluate and solve sophisticated business, operational, and technical challenges by applying advanced analytical thinking to multi-layered or unprecedented scenarios.
- Exercise sound judgment in complex decision-making, leveraging a strong understanding of Treasury Management Consulting policies, procedures, and compliance to influence outcomes and guide teams toward successful delivery.
- Collaborate across the organization, partnering with peers, senior leaders, and cross-functional stakeholders to resolve issues, advance strategic goals, and deliver measurable value.
- Lead project teams or mentor peers, offering subject-matter expertise and modeling best practices in execution and client engagement.
- Serve as a strategic advisor to middle-market companies, especially those with annual revenues between $100M and $500M, bringing insight into their working capital priorities and operational dynamics.
- Apply strong financial and profitability acumen to craft mutually beneficial solutions that drive client success and strengthen portfolio performance.
- Leverage the working capital value proposition to support sales strategies, deepen client relationships, and influence business growth across Treasury Management solutions.
- Communicate with clarity and influence, ensuring complex concepts are distilled effectively for executive, client, and cross-functional audiences.
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:
- Demonstrated expertise working with middle-market companies, particularly those with annual revenues ranging from $100M to $500M
- Exceptional communication and leadership skills, with the ability to influence and collaborate across teams
- Strong financial acumen, including a deep understanding of profitability metrics to support mutually beneficial outcomes
- Proven ability to leverage the working capital value proposition to drive strategic sales growth
- Bachelor's degree strongly preferred
- Certified Treasury Professional (CTP) designation is a plus
Job Expectations:
- This position offers a hybrid work schedule
- This position will require 25% of travel
- 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
#GlobalTreasuryManagement
Top Skills
Analytics
Compliance Policies
Financial Acumen
Operational Strategies
SAP
Treasury Management
Wells Fargo New York, New York, USA Office
150 E 42nd Street, New York, NY, United States, 10017
Wells Fargo New York, New York, USA Office
500 West 33rd Street Manhattan, New York, NY, United States, 10001
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