Senior Lead Treasury Management Consultant

About this role:

Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.

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

In this role, you will:

• Manage and support a Middle Market Treasury Management portfolio across Charlotte, NC serving as a strategic partner to clients and internal stakeholders
• Act as a trusted advisor to senior leadership, influencing Treasury Management Consulting objectives and long-term strategic goals
• Lead the development and execution of solutions for highly complex business and technical challenges spanning multiple lines of business
• Drive large-scale, innovative initiatives requiring advanced analytical thinking, cross-functional coordination, and deep subject matter expertise
• Provide vision, direction, and guidance to leadership on implementing impactful, enterprise-wide treasury solutions
• Lead Treasury Management Consulting projects and teams, while mentoring peers and serving as a subject matter expert
• Collaborate and engage effectively with professionals and leaders at all levels across the organization to align on priorities and drive results

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:

• Extensive experience working with middle market companies
• Strong knowledge of treasury solutions, products, and services, including liquidity management and payment strategies
• Proven ability to build strong partnerships through effective collaboration, relationship management, and communication
• Excellent verbal, written, and interpersonal communication skills
• Experience with complex deal structuring and pricing strategies for treasury products
• Proficiency in analyzing financial statements and cash flow patterns to recommend optimal solutions
• Familiarity with regulatory requirements and compliance standards impacting treasury management
• Ability to influence senior executives and decision-makers, both internally and externally
• Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.

Job Expectations:

• This position offers a hybrid work schedule 
• Ability to travel up to 40% of the time
• 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

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.