Lead Treasury Management Consultant

Wells Fargo & Company•Irvine, CA

2d•$143,000 - $224,000•Hybrid

About The Position

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 area. You will manage and grow a portfolio of Middle Market clients by delivering strategic treasury guidance, identifying growth opportunities, deepening client relationships, and pursuing new business opportunities. You will review 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 factors. You will make 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 initiatives. You will partner closely with Relationship Managers, Business Development Officers, and Treasury Management colleagues to deliver integrated client solutions, support new business development, and drive portfolio growth. You will also lead Treasury Management Consulting projects and teams, or serve as a peer mentor.

Requirements

5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Strong understanding of payables and receivables processes, including workflow optimization and cash‑flow impacts
Proven 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 environment
Excellent partnership and collaboration skills, with the ability to influence cross‑functional 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 Middle Market clients ($100MM–$500MM revenue), including identifying treasury opportunities, deepening existing relationships, and partnering with client coverage teams to support growth objectives
CTP (Certified Treasury Professional) designation or willingness to pursue

Responsibilities

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 area
Manage and grow a portfolio of Middle Market clients by delivering strategic treasury guidance, identifying growth opportunities, deepening client relationships, and pursuing new business opportunities
Review 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 factors
Make 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 initiatives
Partner closely with Relationship Managers, Business Development Officers, and Treasury Management colleagues to deliver integrated client solutions, support new business development, and drive portfolio growth
Lead Treasury Management Consulting projects and teams, or serve as a peer mentor