Senior Lead Treasury Management Consultant

Wells Fargo

. Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share .

Posted 4/9/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $191,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share
Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash-management solutions)
Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs
Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows; translate findings into solution roadmaps
Deliver compelling executive-level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working-capital impact).
Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience

Requirements

What you’ll need

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Proficiency in consultative sales, opportunity qualification, pipeline management, and disciplined account planning
Knowledge of CRE operating models and cash-flow dynamics

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management Salesconsultative salesopportunity qualificationpipeline managementaccount planningcash management solutionsliquidity strategyoperational workflowssolution roadmapscash-flow dynamics

Soft Skills

client relationship managementcollaborationcommunicationexecutive-level presentationstrategic thinkingproblem-solvingnegotiationleadershipanalytical skillsadaptability