Lead Treasury Management Consultant

Wells Fargo Bank•Sunset, NV

20h•Hybrid

About The Position

Wells Fargo is seeking a Lead Treasury Management Consultant to serve as a trusted advisor to clients and help optimize their treasury, payments, and liquidity strategies. The role partners with clients and internal stakeholders to solve complex business challenges, identify growth and efficiency opportunities, and deliver treasury solutions with measurable outcomes. The consultant leads complex, cross-functional initiatives and provides strategic guidance on treasury management, payments, liquidity, and cash management. The role requires influencing decisions, developing customized solutions, contributing to strategic planning, mentoring and collaborating across teams, and adapting to client priorities, market trends, and emerging technologies. The position has a hybrid work schedule, requires travel up to 30%, and is not eligible for visa sponsorship.

Requirements

5+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Deep knowledge of treasury management, payments, and liquidity solutions, with the ability to translate complex concepts into actionable client strategies.
Ability to identify, develop, and implement complex treasury management, payments, and liquidity solutions for middle-market organizations with annual revenues of $100 million to $500 million.
Strong consultative, analytical, and problem-solving capabilities, including evaluating data and developing strategic recommendations.
Ability to influence and engage stakeholders through effective communication, executive presence, and relationship-building skills.
Experience collaborating across business lines to deliver integrated solutions and successful client outcomes.
Adaptability and an innovation mindset, including the ability to navigate change, leverage emerging technologies, and identify opportunities.
Strong attention to detail, project leadership, and organizational skills, including the ability to manage multiple priorities and complete initiatives.

Responsibilities

Lead complex, cross-functional treasury management initiatives supporting client growth, operational efficiency, and business objectives.
Analyze business, operational, and payment challenges to identify opportunities and recommend strategic treasury solutions.
Provide consultative guidance on treasury management, payments, liquidity, and cash management strategies.
Influence decisions and outcomes using sound judgment, industry expertise, and knowledge of policies, procedures, and risk requirements.
Partner with internal teams and stakeholders to develop customized solutions that address client needs and improve the customer experience.
Lead projects, support strategic planning, and share knowledge through mentoring and collaboration.
Adapt to changing client priorities, market trends, and emerging treasury technologies while driving innovation and continuous improvement.