Lead Treasury Management Consultant jobs in United States
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Wells Fargo ยท 1 day ago

Lead Treasury Management Consultant

positionORLANDO, FL
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Wells Fargo is seeking a Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions. This role is designed for a strategic leader who can drive complex initiatives, deliver innovative treasury solutions, and serve as a trusted advisor to clients and internal stakeholders.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Lead high-impact, cross-functional initiatives and contribute to large-scale planning within the Treasury Management Consulting function
Analyze complex, multi-faceted business, operational, and technical challenges, requiring in-depth evaluation of multiple factors, including emerging trends and unprecedented scenarios
Make decisions in highly complex situations, applying deep knowledge of Treasury Management policies, procedures, and compliance requirements to influence outcomes and drive new initiatives
Collaborate and consult with peers, senior leaders, and cross-functional teams to resolve issues and achieve strategic goals
Lead Treasury Management projects and teams, and serve as a mentor and subject matter expert to less experienced consultants
Develop and execute strategic treasury solutions for clients, including liquidity optimization, payment strategies, and risk mitigation
Advise senior-level clients and internal stakeholders on emerging trends in treasury management, regulatory changes, and technology advancements
Drive revenue growth by identifying opportunities for new products and services, and partnering with sales teams to deliver tailored solutions

Qualification

Treasury Management SalesTreasury solutions knowledgeComplex deal structuringFinancial statement analysisRegulatory compliance knowledgeRelationship managementStrategic thinkingProblem-solving skillsInterpersonal communication

Required

5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

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

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
dateFounded in 1852
location
San Francisco, California, USA
people-size10001+ employees
web-link
http://www.wellsfargo.com

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase