Senior Lead Treasury Management Consultant
About This Role
Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join their Global Payments and Liquidity team within Enterprise Functions. Learn more about career areas and lines of business at wellsfrfjobs.com.
In This Role
You will manage and grow a Middle Market Treasury Management portfolio across the New England territory, serving as a strategic partner to clients and internal stakeholders. Identify and develop new business opportunities while expanding existing client relationships through the delivery of treasury management solutions. Partner closely with Commercial Banking Relationship Managers to develop joint calling strategies and deepen client relationships. Proactively call on prospective and existing clients to understand business needs and recommend treasury, payments, and liquidity solutions. Lead treasury management sales efforts throughout the full client lifecycle, from opportunity identification and solution design through implementation and ongoing relationship support. Collaborate with implementation and service partners to ensure a seamless client onboarding experience and positive customer outcomes. Analyze client operating models, cash flow needs, and payment processes to recommend solutions that improve efficiency, control, and working capital management. Collaborate effectively with partners across Treasury Management, Commercial Banking, Operations, Product, and Implementation teams to deliver client-focused solutions.
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
- Deep knowledge of treasury management, payments, and liquidity solutions with the ability to translate complex concepts into actionable client strategies
- Demonstrated ability to identify, develop, and implement complex treasury management, payments, and liquidity solutions for middle-market organizations with annual revenues of $100 million to $500 million
- Strong consultative, analytical, and problem-solving capabilities with the ability to evaluate data and develop strategic recommendations
- Ability to influence and engage stakeholders through effective communication, executive presence, and relationship-building skills
- Experience collaborating across business lines to deliver integrated solutions and drive successful client outcomes
- Demonstrated adaptability and innovation mindset with the ability to navigate change, leverage emerging technologies, and identify new opportunities
- Strong attention to detail, project leadership, and organizational skills with the ability to manage multiple priorities and drive initiatives to completion
Job Expectations
- This position offers a hybrid work schedule
- Able to travel up to 20% of the time
- This position is not eligible for Visa Sponsorship
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
Posting End Date
6 Aug 2026
Job posting may come down early due to volume of applicants
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Recruitment And Hiring Requirements
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment And Hiring Requirements
Third-Party recordings are prohibited unless authorized by Wells Fargo.