Jobs · Finance · Minnesota

Lead Treasury Management Consultant

Wells Fargo · Minneapolis, MN · 1 mo ago
Finance$153k–$239k/yrFull-time

About the role

Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as a part of Enterprise functions to support Emerging Middle Market clients with annual revenues of $25MM to $100MM. Learn more about the career areas and lines of business at wellsfargojobs.com. This position requires up to 30% travel and offers a hybrid work schedule.

Responsibilities

  • Manage and grow a portfolio of Emerging Middle Market clients by identifying opportunities to expand Treasury Management relationships and deliver value-added solutions.
  • Partner with Relationship Managers to acquire new business, deepen existing client relationships, and increase Treasury Management revenue.
  • Consult with clients to understand their business objectives and provide tailored solutions across payables, receivables, liquidity management, cash management, fraud prevention, and digital payments.
  • Analyze client needs and recommend Treasury Management strategies that improve working capital, operational efficiency, and payment processes.
  • Lead client discussions, presentations, and solution demonstrations while supporting competitive opportunities and RFP responses.
  • Collaborate with product partners, implementation teams, and service partners to deliver a seamless client experience.
  • Maintain knowledge of Treasury Management products, industry trends, and market developments to provide relevant insights and recommendations to clients.
  • Mentor and support team members by sharing best practices and Treasury Management expertise.

Qualifications

  • 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work

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