Wells Fargo Logo

Wells Fargo

Senior Treasury Management Consultant

Posted 8 Hours Ago
Be an Early Applicant
Hybrid
Richmond, VA
87K-168K Annually
Senior level
Hybrid
Richmond, VA
87K-168K Annually
Senior level
Lead consultative treasury management sales by partnering with relationship managers to meet sales goals, analyze and resolve moderately complex business challenges, lead projects and teams, mentor colleagues, and ensure compliance with policies and procedures.
The summary above was generated by AI
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Learn more about the career areas and lines of business at wellsfargojobs.com .
About this role:
Wells Fargo is seeking a Senior Treasury Management Consultant
within Global Payments & Liquidity.
In this role, you will:
  • Partner with relationship managers and business bankers in a consultative selling role and responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
  • Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area
  • Independently resolve moderately complex issues
  • Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements
  • 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 mentor for less experienced individuals
Required Qualifications:
  • 4+ 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:
  • Treasury management products or services sales experience
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Strong sales acumen across a multi-leveled B2B sales environment
  • Ability to work in a high volume, fast-paced, deadline driven environment
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Proficiency in Excel and other Microsoft Office products (Power Point, Word, Access
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • Travel up to 40% of time
  • This position is a hybrid work model. Must be willing to work out of designated office location approximately 3 days week (2 remote).
  • 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
Charleston, SC - ($87,000 - $140,000)
Minneapolis, MN - ($96,000 - $154,000)
Richmond, VA - ($87,000 - $140,000)
McLean, VA - ($104,000 - $168,000)
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.
$87,000.00 - $168,000.00
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:
9 Jul 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.
#BI-Hybrid
HQ

Wells Fargo San Francisco, California, USA Office

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

Similar Jobs at Wells Fargo

8 Hours Ago
Hybrid
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Lead treasury management consulting and sales efforts, partner with relationship managers to retain and penetrate client relationships, analyze and resolve moderately complex issues, lead projects and mentor team members, and meet annual sales targets.
Top Skills: AccessExcelMS OfficePowerPointWord
10 Days Ago
Hybrid
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Lead treasury management consulting engagements, sell treasury solutions, partner with relationship managers to meet sales goals, analyze and resolve moderately complex treasury, payments, and liquidity issues, mentor team members, and manage projects to deliver client solutions.
10 Days Ago
Hybrid
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Lead treasury management consulting and sales efforts: partner with relationship managers to retain and penetrate client relationships, design and implement treasury, payments, and liquidity solutions, resolve moderately complex issues, lead projects and mentor junior consultants, and meet sales and activity targets.

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account