Senior Lead Treasury Management Consultant

About this role:

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions.

Learn more about the career areas and lines of business at wellsfargojobs.com

We are seeking a highly motivated, proactive Senior Lead Treasury Management Sales Consultant to drive Global Payments & Liquidity (GPL) growth across our Commercial Real Estate portfolio within the Northeast territory. You will identify opportunities within an existing book of business and partner closely with Relationship Managers to expand GPL fee revenue and deposits, deepen wallet share, and elevate client outcomes. This is a consultative role requiring frequent in‑person and virtual client engagement, strong command of Treasury Management best practices, and a confident executive presence to effectively engage the C‑suite at client organizations. You will collaborate with internal partners and stakeholders across Banking, Sales Support, Product, Implementation, and Risk to deliver modern, scalable treasury solutions that streamline operations and optimize liquidity.

In this role, you will:

• 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

Required Qualifications:

• 7+ 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:

• Proficiency in consultative sales, opportunity qualification, pipeline management, and disciplined account planning
• Knowledge of CRE operating models and cash‑flow dynamics

Job Expectations:

• This position will require up to 50% of travel
• This position offers a hybrid work schedule 
• This position is not eligible for Visa Sponsorship
• 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

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.

Posting End Date:

*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.