Lead Treasury Management Consultant

Wells Fargo

Lead Treasury Management Consultant role focused on addressing complex financial challenges at Wells Fargo. Collaborating with teams and managing client relationships in a hybrid work environment.

Posted 7/7/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesSenior💰 $131,000 - $224,000 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
Proven experience in the Non-Bank Financial Institutions market
Ability to establish themselves as a trusted advisor for Global Treasury Services’ large Financial Institution clients and maintain effective relationships at different levels of the client’s organization
Proven product sales subject matter expertise on Treasury Management and Global payments products/solutions with thought leadership depth to capture mind share around key innovation/technology emerging trends.
Demonstrated ability to identify, develop and implement complex treasury management solutions for large Financial Institutions.
Experience in leading sales management end-to-end, negotiating documents/pricing, and influencing organizations with many decision-makers.
Strong collaboration, communication, and partnership skills with RMs, Product, Implementation, and Service disciplines.

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 ManagementGlobal Payments ProductsSales ManagementComplex Problem SolvingDecision-MakingCompliance RequirementsProduct Sales ExpertiseThought LeadershipInnovation TrendsNegotiation

Soft Skills

CollaborationCommunicationPartnership SkillsMentoring