Wells Fargo · 8 hours ago
Treasury Management Consulting Senior Manager
BOSTON, MA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$175K/yr - $279K/yr
6+ years expWells Fargo is seeking a Treasury Management Consulting Senior Manager within Global Payments and Liquidity as a part of Enterprise Functions. The role involves leading a team to deliver strategic treasury management guidance to clients in diverse industries, focusing on performance management, operational execution, and process improvements.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Manage and develop a Treasury Management Consulting team of individual contributors in roles with moderate complexity and risk
Provide coaching, performance management, professional development, and build strong talent pipelines to support the long‑term needs of the organization
Foster a culture centered on accountability, inclusion, continuous improvement, and employee engagement
Lead consulting coverage and strategies for Health Care, Higher Education, and Not‑for‑Profit clients, ensuring industry‑specific treasury needs are addressed with accuracy and insight
Serve as a senior‑level sponsor for key client initiatives and strategic opportunities
Determine and execute the appropriate strategy, priorities, and actions for the Treasury Management Consulting team to meet moderate‑ to high‑risk deliverables
Interpret, develop, and implement policies and procedures within the functional area, ensuring alignment with business objectives and regulatory expectations
Engage and influence stakeholders, internal partners, senior leaders, and peers across the enterprise
Collaborate with all levels of internal and external professionals, including managers and key client decision‑makers, to deliver high‑impact treasury solutions
Identify, recommend, and implement opportunities for process improvement, operational efficiencies, and enhanced risk controls
Oversee the development and delivery of reports, performance metrics, and strategic insights to support business decision‑making
Manage the allocation of people and financial resources for the Treasury Management Consulting function
Ensure organizational structures, staffing, and operational practices align with business strategy and future growth
Qualification
Required
6+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
Preferred
3 years of demonstrated experience supporting or advising clients within the Health Care, Higher Education, and Not‑for‑Profit sectors
Proven ability to coach, mentor, and develop talent, including building strong and diverse talent pipelines
Strong capability to influence and engage senior leaders, cross‑functional partners, and external clients, including experience providing executive‑level sponsorship or guidance
Experience leading teams responsible for moderate‑ to high‑risk deliverables, with a strong focus on risk management and operational excellence
Demonstrated expertise in identifying and driving process improvements, operational efficiencies, and risk control enhancements
Ability to interpret, implement, and provide guidance on policies, procedures, and compliance requirements related to treasury or financial services operations
Strong analytical and reporting skills with experience developing and communicating metrics, performance insights, and strategic recommendations
Demonstrated success in managing resource allocation, budgeting, and staffing strategy for a consulting or financial services team
Excellent communication skills with the ability to collaborate effectively with professionals at all organizational levels
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
2026-01-24
2026-01-23
Company data provided by crunchbase