Senior Lead Treasury Management Consultant
About The Position
Wells Fargo is seeking a Senior Lead Treasury Management Sales Consultant to drive Global Payments & Liquidity (GPL) growth across the Commercial Real Estate portfolio within the Northeast territory. This role involves identifying opportunities within an existing book of business and partnering with Relationship Managers to expand GPL fee revenue and deposits, deepen wallet share, and elevate client outcomes. It is a consultative role requiring frequent in-person and virtual client engagement, strong command of Treasury Management best practices, and a confident executive presence to effectively engage the C-suite at client organizations. The consultant will collaborate with internal partners and stakeholders across Banking, Sales Support, Product, Implementation, and Risk to deliver modern, scalable treasury solutions that streamline operations and optimize liquidity.
Requirements
- 7+ 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
- Proficiency in consultative sales, opportunity qualification, pipeline management, and disciplined account planning
- Knowledge of CRE operating models and cash‑flow dynamics
Responsibilities
- Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share
- Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash‑management solutions)
- Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs
- Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows; translate findings into solution roadmaps
- Deliver compelling executive‑level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working‑capital impact)
- Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
