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Wells Fargo

Lead Treasury Management Consultant - Emerging Middle Market

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Build and grow consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, manage service requests, maintain accurate documentation, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. Required licensing includes FINRA examinations, state insurance licenses, and SAFE registration.
About this role:
Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
  • 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
Required Qualifications:
  • 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 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.
Job Expectations:
  • This position offers a hybrid work schedule
  • This position will require 50% of travel
  • This position is not eligible for Visa Sponsorship
  • 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
#CommercialBanking
#GlobalTreasuryManagement
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
24 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
HQ

Wells Fargo San Francisco, California, USA Office

420 Montgomery St, San Francisco, CA, United States, 94103

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