Senior Lead Treasury Management Consultant

Wells FargoSan Francisco, CA
$191,000 - $305,000Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. In this role, you will act as a strategic advisor to senior leadership, shaping Treasury Management Consulting objectives and long-term goals for complex business and technical needs. You will lead the strategy and resolution of highly complex, cross-functional challenges, delivering large-scale, long-term solutions. You will drive growth within an emerging middle market portfolio, with a strong focus on prospecting and new business development. You will serve as a consultative partner to clients and internal stakeholders, providing tailored treasury solutions and strategic insight. You will provide vision, direction, and expertise to implement innovative, enterprise-wide treasury initiatives. You will lead Treasury Management Consulting projects and teams, or mentor peers across the organization. You will engage and influence stakeholders at all levels, serving as a trusted expert advisor across the enterprise.

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

  • Demonstrated success working with emerging middle market clients and driving portfolio growth through prospecting
  • Strong strategic thinking and ability to influence senior leadership and decision-making
  • Proven ability to operate as a consultative partner, diagnosing needs and delivering customized solutions
  • Deep knowledge of treasury products, liquidity management, and cash management solutions
  • Track record of leading complex, cross-functional initiatives and delivering scalable solutions
  • Strong business development and relationship management skills with executive-level clients
  • Excellent problem-solving, analytical, and critical thinking capabilities
  • Exceptional communication and presentation skills, with the ability to simplify complex concepts

Responsibilities

  • Act as a strategic advisor to senior leadership, shaping Treasury Management Consulting objectives and long-term goals for complex business and technical needs
  • Lead the strategy and resolution of highly complex, cross-functional challenges, delivering large-scale, long-term solutions
  • Drive growth within an emerging middle market portfolio, with a strong focus on prospecting and new business development
  • Serve as a consultative partner to clients and internal stakeholders, providing tailored treasury solutions and strategic insight
  • Provide vision, direction, and expertise to implement innovative, enterprise-wide treasury initiatives
  • Lead Treasury Management Consulting projects and teams, or mentor peers across the organization
  • Engage and influence stakeholders at all levels, serving as a trusted expert advisor across the enterprise

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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