Senior Lead Treasury Management Consultant
Wells Fargo · San Francisco, CA · 2 wk ago
Finance$191k–$305k/yrFull-time
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.
- 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.
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 Scheduled (3 days in office and 2 remote each week).
- Ability to travel up to 50% of the time.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement