Lead Treasury Management Consultant

Wells Fargo

. Lead complex, cross-functional initiatives with broad impact and participate in large-scale planning for the Treasury Management Consulting functional area .

Posted 10/13/2026full-timeIrvine • California • United StatesSenior💰 $143,000 - $224,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, with a strong focus on managing Middle Market client portfolios and delivering strategic treasury consulting. Capable of leading cross-functional initiatives and influencing teams to achieve business development goals while ensuring compliance and risk management.

Highest-signal resume keywords

Treasury Management Sales ExperiencePortfolio ManagementClient Relationship ManagementCertified Treasury Professional (CTP)Cash-Flow Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ConsultingPayables ProcessesReceivables ProcessesWorkflow OptimizationBusiness DevelopmentStrategic Treasury GuidanceRisk ComplianceGovernance RequirementsMonitoring RequirementsEscalation Procedures

Soft Skills

Proactive ApproachInfluencing SkillsCollaboration SkillsAttention to DetailCommunication Skills

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

Middle Market ClientsCommercial ClientsTreasury OpportunitiesClient Coverage TeamsBusiness Development Officers

About the role

Key responsibilities & impact

Lead complex, cross-functional initiatives with broad impact and participate in large-scale planning for the Treasury Management Consulting functional area
Manage and grow a portfolio of Middle Market clients by delivering strategic treasury guidance, identifying growth opportunities, deepening client relationships, and pursuing new business
Review and analyze complex, large-scale, long-term business, operational, or technical challenges
Make decisions in complex situations based on Treasury Management Consulting knowledge, policies, procedures, and compliance requirements
Influence and lead a broader work team to meet deliverables and drive new initiatives
Partner with Relationship Managers, Business Development Officers, and Treasury Management colleagues to deliver integrated client solutions and support business development
Lead Treasury Management Consulting projects and teams or serve as a peer mentor
Follow applicable risk, compliance, governance, monitoring, escalation, and remediation requirements

Requirements

What you’ll need

5+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Strong understanding of payables and receivables processes, including workflow optimization and cash-flow impacts
Proven experience managing and growing a portfolio of commercial or middle market clients through proactive relationship management, strategic treasury consulting, and new business development
Proactive, self-driven approach with the ability to consult, engage, and influence prospects in a fast-paced environment
Excellent partnership and collaboration skills, with the ability to influence cross-functional teams and remain receptive to feedback
Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously
Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences
Experience working with Middle Market clients ($100MM–$500MM revenue), including identifying treasury opportunities, deepening existing relationships, and partnering with client coverage teams to support growth objectives
CTP (Certified Treasury Professional) designation or willingness to pursue
This position is not eligible for Visa Sponsorship
Ability to travel up 10-20% of the time

Benefits

Comp & perks

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
Incentive opportunities may be available