Lead Treasury Management Consultant
About The Position
Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com . This position supports bank clients internationally within Latin America and the Caribbean, focusing on Treasury Management Consulting and related solutions. The role requires leadership in complex, cross-functional initiatives with broad impact, as well as expertise in payments, liquidity, and trade solutions. In this role, you will: Lead complex initiatives, including cross-functional projects with significant organizational impact Act as a key participant in large-scale planning for the Treasury Management Consulting functional area Evaluate complex business, operational and technical issues by identifying key drivers, assessing risks, and recommending actionable solutions Make decisions in complex situations requiring a strong understanding of Treasury Management Consulting policies, procedures, and compliance requirements Influence and lead broader work teams to meet deliverables and drive new initiatives Collaborate and consult with Treasury Management Consulting peers, colleagues, and senior managers to resolve issues and achieve goals Ability to build and maintain senior-level relationships with banks in the region, act as primary treasury consultant for Wells Fargo products and services Lead end-to-end implementations for cross-border treasury services, coordinating internal teams and partners to ensure timely procedures and go-live Monitor local market trends, payment rails, regulatory changes, and competitor offerings across the LAC region; use insights to refine product positioning and identify new opportunities Provide client training, workshops, treasury best practices, new product releases, to banks in the region Produce clear solution documentation, client proposals, and ensure all engagements comply with Wells Fargo policies and procedures
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
- Proven success in driving treasury management and transactional banking sales, with a strong focus in payments and liquidity solutions
- Expertise in Correspondent Banking across Latin America and Caribbean region
- Ability to build, develop, and maintain long-term client relationships
- Exceptional verbal, written, and interpersonal communication skills
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Knowledge of trade finance and trade product solutions
- Professional fluency in Spanish and English ; Portuguese is a plus
Responsibilities
- Lead complex initiatives, including cross-functional projects with significant organizational impact
- Act as a key participant in large-scale planning for the Treasury Management Consulting functional area
- Evaluate complex business, operational and technical issues by identifying key drivers, assessing risks, and recommending actionable solutions
- Make decisions in complex situations requiring a strong understanding of Treasury Management Consulting policies, procedures, and compliance requirements
- Influence and lead broader work teams to meet deliverables and drive new initiatives
- Collaborate and consult with Treasury Management Consulting peers, colleagues, and senior managers to resolve issues and achieve goals
- Ability to build and maintain senior-level relationships with banks in the region, act as primary treasury consultant for Wells Fargo products and services
- Lead end-to-end implementations for cross-border treasury services, coordinating internal teams and partners to ensure timely procedures and go-live
- Monitor local market trends, payment rails, regulatory changes, and competitor offerings across the LAC region; use insights to refine product positioning and identify new opportunities
- Provide client training, workshops, treasury best practices, new product releases, to banks in the region
- Produce clear solution documentation, client proposals, and ensure all engagements comply with Wells Fargo policies and procedures
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
