Lead Treasury Management Consultant

Wells Fargo

Lead Treasury Management Consultant managing a Middle Market portfolio for Wells Fargo. Collaborating with clients and stakeholders to deliver treasury solutions and strategic guidance.

Posted 6/3/2026full-timeCharleston • South Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Manage and support a Middle Market Treasury Management portfolio across the South Carolina territory, serving as a strategic partner to clients and internal stakeholders
Act as a trusted advisor to senior leadership, influencing Treasury Management Consulting objectives and long-term strategic goals
Lead the development and execution of solutions for highly complex business and technical challenges spanning multiple lines of business
Drive large-scale, innovative initiatives requiring advanced analytical thinking, cross-functional coordination, and deep subject matter expertise
Provide vision, direction, and guidance to leadership on implementing impactful, enterprise-wide treasury solutions
Lead Treasury Management Consulting projects and teams, while mentoring peers and serving as a subject matter expert
Collaborate and engage effectively with professionals and leaders at all levels across the organization to align on priorities and drive results

Requirements

What you’ll need

5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Extensive experience working with middle market companies
Strong knowledge of treasury solutions, products, and services, including liquidity management and payment strategies
Proven ability to build strong partnerships through effective collaboration, relationship management, and communication
Excellent verbal, written, and interpersonal communication skills
Experience with complex deal structuring and pricing strategies for treasury products
Proficiency in analyzing financial statements and cash flow patterns to recommend optimal solutions
Familiarity with regulatory requirements and compliance standards impacting treasury management
Ability to influence senior executives and decision-makers, both internally and externally
Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.

Benefits

Comp & perks

Hybrid work schedule
Ability to travel up to 20%

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management Salesliquidity managementpayment strategiescomplex deal structuringpricing strategiesfinancial statement analysiscash flow analysisregulatory compliancestrategic problem-solvinganalytical thinking

Soft Skills

relationship managementeffective collaborationcommunicationinfluencing senior executivesmentoringstrategic thinkingcross-functional coordinationleadershipinterpersonal communicationvision and direction