Lead Treasury Management Consultant
Wells Fargo
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Learn more about the career areas and lines of business at wellsfargojobs.com.About this role:Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as part of Enterprise Functions.In this role, you will:Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional areaManage and grow a portfolio of Middle Market clients by delivering strategic treasury guidance, identifying growth opportunities, deepening client relationships, and pursuing new business opportunitiesReview and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factorsMake decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiativesPartner closely with Relationship Managers, Business Development Officers, and Treasury Management colleagues to deliver integrated client solutions, support new business development, and drive portfolio growthLead Treasury Management Consulting projects and teams, or serve as a peer mentorRequired Qualifications:5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Strong understanding of payables and receivables processes, including workflow optimization and cash‑flow impactsProven experience managing and growing a portfolio of commercial or middle market clients through proactive relationship management, strategic treasury consulting, and new business development.Proactive, self‑driven approach with the ability to consult, engage, and influence prospects in a fast‑paced environmentExcellent partnership and collaboration skills, with the ability to influence cross‑functional teams and remain receptive to feedbackHighly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneouslyStrong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiencesExperience working with Middle Market clients ($100MM–$500MM revenue), including identifying treasury opportunities, deepening existing relationships, and partnering with client coverage teams to support growth objectivesCTP (Certified Treasury Professional) designation or willingness to pursueJob Expectations:This position offers a hybrid work scheduleThis position is not eligible for Visa SponsorshipAbility to travel up 10-20% of the timeSpecific 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 RangeReflected 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.$143,000.00 - $224,000.00Benefits 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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:14 Aug 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: IRVINE, CAType: Full time
$99k - $130k
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