Jobs · Finance · Oregon

Senior Lead Treasury Management Consultant

Wells Fargo · Portland, OR · 1 mo ago
Finance$175k–$279k/yrFull-time

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent.

About the Role

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments & Liquidity as part of Enterprise Functions. In this role, you will act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting.

  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others.
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross-functional.
  • Lead Treasury Management Consulting projects and teams, or serve as peer mentor.
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership.

Requirements

Required Qualifications:

  • 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

  • Strong understanding of payables and receivables processes, including workflow optimization and cash-flow impacts.
  • Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high-touch client experience.
  • Proactive, self-driven approach with the ability to consult, engage, and influence prospects in a fast-paced environment.
  • Excellent partnership and collaboration skills, with the ability to influence cross-functional teams and remain receptive to feedback.
  • Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously.
  • Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences.
  • Experience working with Emerging Middle Market clients ($25MM-$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud-mitigation solutions.
  • CTP (Certified Treasury Professional) designation or willingness to pursue.

Job Expectations

  • Hybrid schedule (3 days in office and 2 remote each week).
  • Ability to travel up to 50% of the time.
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

Pay

$175,000 - $279,000

Schedule

  • Hybrid (3 days in office, 2 days remote per week).

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