Treasury Management Consulting Director

Wells Fargo•Irving, TX

6d•$215,000 - $355,000•Hybrid

About The Position

The Global Payments & Liquidity Sales Director serves as the accountable sales executive aligned with a Commercial Banking division. The role identifies, acquires, and grows client relationships to improve market share, deepen Commercial Banking client relationships, and deliver sustained, profitable growth. The director leads implementation of sales strategies to improve productivity, advance growth programs, enhance client acquisition and deepening, and identify opportunities to strengthen sales effectiveness. The position oversees a multi-segment team and requires in-depth knowledge of the client base, products, and segment-specific sales strategies. The director also fosters a high-performing sales culture for Global Payments & Liquidity and the line-of-business division, aligning resources, training, and support with Learning & Development, Product, and Sales Enablement. Responsibilities include developing the Treasury Management Consulting team, setting and executing sales and product strategies, driving sales results and customer experience, using AI and data to inform sales decisions, and strengthening risk and control practices.

Requirements

10+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
4+ years of management or leadership experience.

Nice To Haves

Comprehensive knowledge of the Global Payments & Liquidity product suite, including merchant and foreign exchange products, and delivery platforms.
In-depth understanding of Commercial Banking client segments, industries, and clients.
Executive presence and ability to drive outcomes by influencing people at all organizational levels.
Excellent communication, interpersonal, and presentation skills.
Demonstrated strategic vision and ability to lead execution across multiple priorities simultaneously.
Ability to operate in a highly matrixed, global environment with multiple senior stakeholders.

Responsibilities

Manage and develop a Treasury Management Consulting team of individual contributors and managers working in roles with moderate to high complexity and risk.
Build and implement sales and product strategies based on market and industry trends in coordination with peers and Commercial Banking partners.
Align relationship planning and sales strategy with marketing initiatives and sales tools, ensuring consistent delivery across Global Payments & Liquidity and Commercial Banking.
Deliver sales results through growth strategies that improve market share, promote delivery of the full product suite, and reinforce a continuous-improvement sales culture.
Hold the team accountable for the full sales cycle, including realized financial results, escalations, and client retention; coordinate with Implementation, Sales Support, Product, and other stakeholders to provide a strong customer experience.
Help identify growth goals, wallet and penetration objectives, sales measures, and key performance indicators for the area and sales teams.
Use AI, sales tools, and data analysis to forecast sales trends, identify opportunities, and develop market-specific strategies.
Promote consistency in setting performance expectations, measuring performance, and identifying training needs and resources for the sales force.
Strengthen risk and control infrastructure for sales procedures, policies, activities, and product placement; identify and mitigate risks, improve controls, and participate in issue management as needed.