Senior Lead Treasury Management Consultant

Wells Fargo

. Advise senior leadership on treasury management objectives and long-term goals for highly complex clients, business, and technical needs .

Posted 11/4/2026full-timeIrvine • California • United StatesSenior💰 $185,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Treasury Management Sales, with a strong focus on developing complex corporate account strategies and delivering large-scale treasury solutions. Proven ability to build trusted relationships with senior leaders and mentor junior consultants while navigating compliance and risk management requirements.

Highest-signal resume keywords

Treasury Management Sales ExperienceFinancial Statement AnalysisAccount PlanningCertified Treasury Professional (CTP)Complex Corporate Account Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow ManagementLiquidity AnalysisDebt Structure AnalysisTreasury TransformationProposal DevelopmentNegotiation SkillsRevenue ForecastingPipeline ManagementClient Acquisition StrategiesCross-Functional Project Leadership

Soft Skills

Relationship BuildingMentoringStrategic AdvisingCommunication SkillsCollaboration

Tools & Technologies

Foreign ExchangeMerchant ServicesCommercial CardBanking SystemsRisk Management Tools

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

Treasury ManagementCash Conversion CycleMergers and AcquisitionsPrivate EquityCapital Markets

About the role

Key responsibilities & impact

Advise senior leadership on treasury management objectives and long-term goals for highly complex clients, business, and technical needs
Lead strategy and resolution for highly complex treasury management challenges spanning multiple business lines
Support new client acquisition and expand the bank’s share of business with existing clients
Translate client and business needs into large-scale treasury management solutions addressing payment processes, cash flow, liquidity, and operating requirements
Provide direction for cross-functional client solutions involving banking, Foreign Exchange, Merchant Services, Commercial Card, implementation, and service partners
Lead client strategy, deal management, negotiation, and proposal activities across the San Diego and Orange County markets
Engage professionals and managers across the company to strengthen client and banking partnerships and align resources
Lead complex, cross-functional projects and teams delivering treasury management solutions
Serve as a strategic advisor and peer mentor to Treasury Management Consultants and banking partners
Follow applicable risk and compliance programs, policies, procedures, escalation, remediation, and governance requirements

Requirements

What you’ll need

7+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience developing complex corporate account strategies to address treasury needs, expand wallet share, displace providers, and consolidate banking relationships
Experience prospecting and independently leading complex, multi-product treasury sales from discovery and solution design through pricing, negotiation, implementation, and expansion
Strong financial and working-capital knowledge, including financial statement analysis, cash conversion cycles, liquidity, operating flows, debt structures, and treasury implications of acquisitions and recapitalizations
Experience supporting rapid growth, mergers and acquisitions, private-equity sponsorship, capital-markets activity, or treasury transformation
Ability to build trusted relationships with senior finance and operations leaders and present clear, commercially compelling treasury recommendations
Experience coordinating banking, credit, treasury, product, implementation, service, risk, and leadership partners
Strong account planning, pipeline management, calling discipline, and revenue forecasting skills
Experience mentoring junior Treasury Management Consultants and providing treasury expertise to banking partners
Certified Treasury Professional (CTP) designation desired
Travel up to 25%
Ability to work at one of the posted locations
This position is not eligible for Visa Sponsorship
Ability to provide accurate information and supporting documentation for lawful employment and education verification

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