Lead Treasury Management Consultant (CIB Consumer & Retail)

Wells Fargo Bank•Chicago, IL

7d•Hybrid

About The Position

Wells Fargo is seeking a Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions. In this role, you will serve as an individual contributor responsible for end‑to‑end account management and business development for a portfolio of Consumer Goods and Retail corporate clients within Wells Fargo’s Global Payments & Liquidity organization. You will build and maintain strong relationships with key client decision‑makers and stakeholders (e.g., corporate treasury, accounts payable/receivable), acting as a trusted advisor on treasury management, liquidity, commercial card, and merchant processing solutions. You will drive sales performance by developing and executing account strategies, managing pipeline activity, participating in regular deal reviews, and consistently meeting or exceeding annual revenue, pipeline, and client‑calling goals. You will lead and coordinate responses to client Requests for Proposal (RFPs), partnering with Product Sales Specialists and other cross‑functional teams to deliver customized, competitive solutions aligned to client needs. You will analyze and resolve complex, multi‑faceted business, operational, and technical challenges, applying deep knowledge of Treasury Management Consulting, policies, procedures, and compliance requirements to drive successful outcomes. You will also lead complex, cross‑functional initiatives, and Treasury Management Consulting projects, collaborating with peers, senior partners, and leaders while mentoring colleagues to support broader business objectives.

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

Experience working with large corporate clients with annual revenues of $500MM or greater
Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
Familiarity with consumer goods and retail industry dynamics
Ability to advise senior leadership and influence long-term objectives
Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
Ability to collaborate across multiple business lines and functions to drive alignment and execution
Excellent verbal and written communication skills for engaging with senior leaders and clients

Responsibilities

Serve as an individual contributor responsible for end‑to‑end account management and business development for a portfolio of Consumer Goods and Retail corporate clients within Wells Fargo’s Global Payments & Liquidity organization.
Build and maintain strong relationships with key client decision‑makers and stakeholders (e.g., corporate treasury, accounts payable/receivable), acting as a trusted advisor on treasury management, liquidity, commercial card, and merchant processing solutions.
Drive sales performance by developing and executing account strategies, managing pipeline activity, participating in regular deal reviews, and consistently meeting or exceeding annual revenue, pipeline, and client‑calling goals.
Lead and coordinate responses to client Requests for Proposal (RFPs), partnering with Product Sales Specialists and other cross‑functional teams to deliver customized, competitive solutions aligned to client needs.
Analyze and resolve complex, multi‑faceted business, operational, and technical challenges, applying deep knowledge of Treasury Management Consulting, policies, procedures, and compliance requirements to drive successful outcomes.
Lead complex, cross‑functional initiatives, and Treasury Management Consulting projects, collaborating with peers, senior partners, and leaders while mentoring colleagues to support broader business objectives.