Wells Fargo · 9 hours ago
Senior Lead Treasury Management Consultant
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
$143K/yr - $224K/yr
7+ years expWells Fargo is seeking a Senior Lead Treasury Management Consultant to join their Global Payments and Liquidity team. The role involves managing corporate client accounts, developing business strategies, and consulting on treasury management and liquidity needs.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Individual contributor responsible for overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo's Global Payments & Liquidity organization
Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.)
Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs
Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs
Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success
Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets
Participate in regular pipeline review calls to deliver deal updates and track progression
Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts
Qualification
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
Preferred
Experience working with large corporate clients with annual revenues of $500MM or greater
Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
Familiarity with consumer goods and retail industry dynamics
Ability to advise senior leadership and influence long-term objectives
Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
Ability to collaborate across multiple business lines and functions to drive alignment and execution
Excellent verbal and written communication skills for engaging with senior leaders and clients
Benefits
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
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2026-01-22
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