Senior Lead Treasury Management Consultant
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • United States
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Salary
💰 $175,000 - $305,000 per year
Job Level
About the role
- Lead high‑visibility, complex initiatives often cross‑functional and enterprise‑wide shaping large‑scale planning efforts for the Treasury Management Consulting function.
- Evaluate and solve sophisticated business, operational, and technical challenges by applying advanced analytical thinking to multi‑layered or unprecedented scenarios.
- Exercise sound judgment in complex decision‑making, leveraging a strong understanding of Treasury Management Consulting policies, procedures, and compliance to influence outcomes and guide teams toward successful delivery.
- Collaborate across the organization, partnering with peers, senior leaders, and cross-functional stakeholders to resolve issues, advance strategic goals, and deliver measurable value.
- Lead project teams or mentor peers, offering subject-matter expertise and modeling best practices in execution and client engagement.
- Serve as a strategic advisor to middle‑market companies, especially those with annual revenues between $100M and $500M, bringing insight into their working capital priorities and operational dynamics.
- Apply strong financial and profitability acumen to craft mutually beneficial solutions that drive client success and strengthen portfolio performance.
- Leverage the working capital value proposition to support sales strategies, deepen client relationships, and influence business growth across Treasury Management solutions.
- Communicate with clarity and influence, ensuring complex concepts are distilled effectively for executive, client, and cross-functional audiences.
Requirements
- 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Demonstrated expertise working with middle-market companies, particularly those with annual revenues ranging from $100M to $500M
- Exceptional communication and leadership skills, with the ability to influence and collaborate across teams
- Strong financial acumen, including a deep understanding of profitability metrics to support mutually beneficial outcomes
- Proven ability to leverage the working capital value proposition to drive strategic sales growth
- Bachelor’s degree strongly preferred
- Certified Treasury Professional (CTP) designation is a plus
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury Management Salesfinancial acumenprofitability metricsanalytical thinkingstrategic sales growthclient engagementworking capital value proposition
Soft Skills
communicationleadershipcollaborationinfluencejudgmentmentoring
Certifications
Certified Treasury Professional (CTP)