Treasury Management Consulting Director

Wells Fargo•Irving, TX

5d•$215,000 - $355,000•Hybrid

About The Position

The Treasury Management Consulting Director serves as an accountable sales executive aligned directly with a Commercial Banking division. The role identifies, acquires, and grows client relationships to improve market share, deepen Commercial Banking relationships, and support sustained, profitable growth. The director leads sales strategy implementation to enhance productivity, promote growth programs, improve client acquisition and deepening, and strengthen sales effectiveness across a multi-segment team. The position manages and develops a Treasury Management Consulting team of individual contributors and managers in moderately to highly complex and risk-sensitive roles. It builds and implements sales and product strategies informed by market and industry trends, coordinates relationship planning and sales execution with marketing initiatives and Commercial Banking partners, and drives consistent delivery across Global Payments & Liquidity and Commercial Banking. The director is accountable for sales results, the full sales cycle, client retention, realized financial results, escalations, performance expectations, and development of a continuous-improvement sales culture. The role uses AI, sales tools, and data analysis to forecast trends and identify opportunities, while strengthening sales-related risk and control practices. It also coordinates resources, training, and support with Learning & Development, Product, and Sales Enablement. The position offers a hybrid work schedule and is not eligible for visa sponsorship.

Requirements

10+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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 through influence at all levels of the organization.
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 and senior stakeholders.

Responsibilities

Manage and develop a Treasury Management Consulting team of individual contributors and managers working in roles of 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.
Drive sales results through growth strategies that improve market share, deliver the full product suite, and reinforce a continuous-improvement sales culture.
Ensure the team is accountable for the full sales cycle, including realized financial results, escalations, and client retention.
Coordinate with Global Payments & Liquidity Implementation, Sales Support, Product, and other stakeholders to provide a best-in-class 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 around sales procedures, policies, activities, and product placement; identify and mitigate risks, improve controls, and participate in issue management when needed.
Align resources, training, and support in coordination with Learning & Development, Product, and Sales Enablement.