Jobs · Finance · California

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

Similar jobs