Senior Business Growth Strategy Consultant - WIM Treasury Management

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

Banking, Lending, and Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, treasury management, custom lending, and trust services.

About this Role

Wells Fargo is seeking a Senior Growth Business Strategy Consultant to join our WIM Treasury Management Sales team.  This role is responsible for supporting relationship managers, advisors, bankers and business leaders in driving Treasury Management and Banking growth initiatives. This role partners directly with WIM High Net Worth clients to assess their Treasury Management needs, recommend tailored banking and treasury solutions, and deliver product proposals that enhance client outcomes while increasing sales effectiveness across assigned markets. This role will partner with key stakeholders to identify growth opportunities, enhance advisor productivity, and deliver strategic solutions that strengthen client engagement and business performance.

In This Role, You Will:

• Lead or participate in business growth initiatives designed to increase client acquisition, deepen client relationships, and improve overall business performance.
• Partner with relationship managers, bankers, financial advisors, and business leaders to identify opportunities to enhance productivity and sales effectiveness.
• Serve as an individual contributor responsible for end‑to‑end account management and business development for a portfolio of Wealth & Investment Management High Net Worth clients.
• Build and maintain strong relationships with key client decision‑makers and stakeholders (e.g., family office management, accounts payable/receivable), acting as a trusted advisor on treasury management, liquidity, commercial card, and merchant processing solutions.
• Analyze market trends, client data, and business performance metrics to develop actionable growth strategies.
• Research and recommend business development approaches, client engagement tactics, and sales strategies to support market growth objectives.
• Develop and execute programs that promote client acquisition, retention, and wallet-share expansion.
• Consult with advisors and leadership teams on practice management, business development, and growth opportunities.
• Monitor results of growth programs and provide recommendations for continuous improvement.

Required Qualifications

• 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Experience within Wealth & Investment Management, Private Banking, Trust, Brokerage, Wealth Advisory, or Financial Services.
• 4+ years’ experience in Treasury Management (roles such as a Sales Consultant, Sales Analyst, Dedicated Client Service Officer or Implementation Coordinator)
• Understanding of advisor productivity, sales effectiveness, practice management, and client acquisition strategies.
• Aptitude to quickly and effectively develop knowledge of products, pricing strategies, risk management, technical tools and sales processes.
• Experience supporting relationship managers, bankers, financial advisors, or business development teams.
• Strong analytical and problem-solving skills with experience utilizing data to make strategic recommendations.
• Knowledge of regulatory and compliance requirements impacting the financial services industry.
• Experience developing and executing growth strategies and building relationships that drive client acquisition and business growth.
• Strong verbal, written, and presentation communication skills.
• Working knowledge of Treasury Management systems (e.g., Account Analysis, WICE, ARTi, Vantage, Power BI, Smart Intranet, Legal Wizard, Phoenix, TM Pricer, and UAM).

Job Location:

• 333 S Grand Ave, Los Angeles CA, 90071
• 2141 Rosecrans Ave, El Segundo CA, 90245

Job Expectation:

• Ability to travel up to 25% within territory
• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

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.