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Wells Fargo · 11 hours ago

Senior Lead Treasury Management Consultant

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$191K/yr - $305K/yr

7+ years exp

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. The role involves driving growth across the Commercial Real Estate portfolio by identifying opportunities, collaborating with Relationship Managers, and delivering treasury solutions.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share

Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash-management solutions)

Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs

Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows; translate findings into solution roadmaps

Deliver compelling executive-level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working-capital impact)

Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience

Qualification

Treasury Management SalesConsultative SalesOpportunity QualificationPipeline ManagementAccount PlanningCRE Operating ModelsCash-Flow Dynamics

Required

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