Senior Lead Treasury Management Consultant - Southwest MidCorp

Wells Fargo•Los Angeles, CA

2d•$185,000 - $300,000•Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join the Global Payments and Liquidity team within Enterprise Functions. The role manages and grows a Southern California client portfolio with a significant retail focus across the San Diego and Orange County markets. The team emphasizes collaboration, shared accountability, and strong execution in serving clients. The consultant advises senior leadership on treasury management objectives and long-term goals for highly complex client, business, and technical needs. The role leads strategy and resolution for complex treasury challenges, develops large-scale solutions for payment processes, cash flow, liquidity, and operating requirements, and coordinates cross-functional partners to deliver client solutions. It also leads client strategy, deal management, negotiation, and proposals, and provides strategic advice and peer mentorship. The role requires travel up to 25% and a hybrid schedule, with at least three days per week in the office, at one of the posted locations. Relocation assistance is unavailable, and the position is not eligible for visa sponsorship. Employees may be subject to policies concerning outside activities and personal investing, including information requirements for the Wells Fargo Personal Account Dealing Team. The base pay range is $185,000 to $300,000; employees may also be eligible for incentive opportunities.

Requirements

At least 7 years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, education.
Ability to work a hybrid schedule in the office at least three days a week and at one of the posted locations.
Ability to travel up to 25%.

Nice To Haves

Experience developing complex corporate account strategies to address treasury needs, expand wallet share, displace providers, and consolidate banking relationships.
Experience prospecting and independently leading complex, multi-product treasury sales from discovery and solution design through pricing, negotiation, implementation, and expansion.
Strong financial and working-capital knowledge, including financial statement analysis, cash conversion cycles, liquidity, operating flows, debt structures, and treasury implications of acquisitions and recapitalizations.
Experience supporting rapid growth, mergers and acquisitions, private-equity sponsorship, capital-markets activity, or treasury transformation.
Ability to build trusted relationships with senior finance and operations leaders and present clear, commercially compelling treasury recommendations.
Experience coordinating banking, credit, treasury, product, implementation, service, risk, and leadership partners to deliver a unified client experience.
Strong account planning, pipeline management, calling discipline, and revenue forecasting skills.
Experience mentoring junior Treasury Management Consultants and providing treasury expertise to banking partners.
Certified Treasury Professional (CTP) designation.

Responsibilities

Advise senior leadership on treasury management objectives and long-term goals for highly complex client, business, and technical needs.
Lead strategy and resolution for highly complex treasury management challenges spanning multiple business lines, supporting new client acquisition and expanding business with existing clients.
Translate client and business needs into long-term, large-scale treasury management solutions for complex payment processes, cash flow, liquidity, and operating requirements.
Provide direction and expertise for significant cross-functional client solutions, coordinating banking, Foreign Exchange, Merchant Services, Commercial Card, implementation, and service partners.
Lead complex client strategy, deal management, negotiation, and proposal activities for prospective and existing clients across the San Diego and Orange County markets.
Engage professionals and managers across the company to strengthen client and banking partnerships, align resources, and advise leadership.
Lead complex cross-functional projects and teams to deliver treasury management solutions, or serve as a strategic advisor and peer mentor to Treasury Management Consultants and banking partners.
Travel up to 25% and work at least three days per week in the office on a hybrid schedule.
Meet applicable risk, compliance, governance, monitoring, escalation, and remediation responsibilities.