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Wells Fargo

Senior Treasury Management Consultant

Posted 2 Hours Ago
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Hybrid
Melville, NY
100K-168K Annually
Senior level
Hybrid
Melville, NY
100K-168K Annually
Senior level
Lead consultative treasury sales and client engagement by partnering with relationship managers to retain and penetrate accounts. Analyze and resolve moderately complex treasury, operational, and technical issues. Lead projects and teams, mentor junior staff, and ensure compliance with policies while meeting sales goals and activity targets.
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About this role:
Wells Fargo is seeking a Senior Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
  • Partner with relationship managers and business bankers in a consultative selling role and responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
  • Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area
  • Independently resolve moderately complex issues
  • Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements
  • Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
  • Lead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individuals
Required Qualifications:
  • 4+ 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 ability to identify, develop, and implement complex treasury management solutions for organizations with revenues of $25 million to $100 million
  • Working knowledge of treasury management, payments, and liquidity concepts to effectively support client conversations and solution positioning.
  • Skilled in building strong partnerships through effective collaboration, relationship management, and communication
Job Expectations:
  • This position offers a hybrid work schedule
  • This position will require 30-50% 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
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.
$104,000.00 - $168,000.00
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 Jul 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 effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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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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