Senior Lead Treasury Management Consultant – CIB Consumer & Retail

Wells Fargo

Senior Lead Treasury Management Consultant managing corporate client accounts in Consumer Goods sector. Building client relationships and delivering customized treasury management solutions.

Posted 5/30/2026full-timeCharlotte • Illinois, New York, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesSenior💰 $159,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

Individual contributor responsible for overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo’s Global Payments & Liquidity organization
Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.)
Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs
Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs
Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success
Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets
Participate in regular pipeline review calls to deliver deal updates and track progression
Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts

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
Experience working with large corporate clients with annual revenues of $500MM or greater
Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
Familiarity with consumer goods and retail industry dynamics
Ability to advise senior leadership and influence long-term objectives
Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
Ability to collaborate across multiple business lines and functions to drive alignment and execution
Excellent verbal and written communication skills for engaging with senior leaders and clients

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 SalesAccounts ReceivableAccounts PayableCorporate Card programsAnalytical thinkingStrategic thinkingSales strategy developmentProposal developmentPipeline developmentRevenue growth

Soft Skills

Relationship buildingConsultative sellingCollaborationInfluencingCommunicationAccountabilityProblem-solvingClient engagementCross-functional teamworkExecutive-level relationship management