Lead Treasury Management Consultant

Wells Fargo•Boca Raton, FL

1d•Hybrid

About The Position

Wells Fargo is seeking a Lead Treasury Management Consultant (TMC) to join its Global Payments and Liquidity team within Enterprise Functions. This role is dedicated to supporting and growing the Emerging Middle Market portfolio, focusing on companies with $25MM–$100MM in annual revenue. The consultant will work to deepen client relationships, identify cash-flow optimization opportunities, and provide consultative treasury solutions. Key aspects of the role include partnering closely with Relationship Managers (RMs) and product specialists to deliver tailored treasury strategies that aim to improve clients’ working capital, streamline payments, reduce fraud risk, and support overall liquidity management. The position also involves driving new business, managing a targeted sales pipeline, and ensuring the retention of existing treasury clients. This is described as a high-impact, client-facing role that requires strong financial acumen, relationship management skills, and the ability to translate complex treasury operations into actionable solutions.

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 high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high‑touch client experience
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 Emerging Middle Market clients ($25MM–$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud‑mitigation solutions
CTP (Certified Treasury Professional) designation or willingness to pursue
Bilingual proficiency in English and Spanish, with the ability to read, write, and communicate effectively in both languages to support diverse clients

Responsibilities

Support and grow the Emerging Middle Market portfolio
Deepen client relationships
Identify cash-flow optimization opportunities
Provide consultative treasury solutions for companies with $25MM–$100MM in annual revenue
Partner closely with Relationship Managers (RMs) and product specialists to deliver tailored treasury strategies
Improve clients’ working capital
Streamline payments
Reduce fraud risk
Support overall liquidity management
Drive new business
Manage a targeted sales pipeline
Ensure retention of existing treasury clients