Lead Treasury Management Consultant

Wells Fargo

Lead Treasury Management Consultant in charge of cross-functional initiatives and technical evaluations. Collaborate with teams and lead projects in Treasury Management Consulting.

Posted 6/11/2026full-timeChandler • Arizona, Utah • 🇺🇸 United StatesSenior💰 $100,000 - $163,000 per yearWebsite

About the role

Key responsibilities & impact

Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area.
Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors.
Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives.
Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals.
Lead Treasury Management Consulting projects and teams, or serve as a peer mentor.

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.
Strong understanding of payables and receivables processes, including workflow optimization and cash‑flow impacts.
Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high‑touch client experience.
Proactive, self‑driven approach with the ability to consult, engage, and influence prospects in a fast‑paced environment.
Excellent partnership and collaboration skills, with the ability to influence cross‑functional teams and remain receptive to feedback.
Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously.
Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences.
CTP (Certified Treasury Professional) designation or willingness to pursue.

Benefits

Comp & perks

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management Salespayables processesreceivables processesworkflow optimizationcash-flow analysissales call managementstrategic planningexecutionclient experience

Soft Skills

proactive approachconsultingengagementinfluencepartnershipcollaborationattention to detailorganizational skillscommunication skillspresentation skills

Certifications

CTP (Certified Treasury Professional)