Senior Lead Treasury Management Consultant

Wells Fargo

. Manage and grow a portfolio of Emerging Middle Market clients with annual revenues of $25MM to $100MM .

Posted 9/23/2026full-timeUnited StatesSenior💰 $185,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, focusing on client relationship management, tailored financial solutions, and strategic portfolio growth. Proven ability to analyze client needs and deliver effective cash management, fraud prevention, and digital payment strategies.

Highest-signal resume keywords

Treasury Management Sales ExperienceClient Relationship ManagementCash Management SolutionsPresentation and Solutioning SkillsConsultative Sales Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementPayables ManagementReceivables ManagementLiquidity ManagementFraud PreventionCommercial Card SolutionsPortfolio ManagementRFP Response ManagementOperational Efficiency Strategies

Soft Skills

Client-Facing SkillsMentoringCollaborationAnalytical SkillsCommunication Skills

Industry Keywords

Emerging Middle MarketFinancial Decision-MakersRisk and Compliance ProgramsMarket DevelopmentsTreasury Management Products

About the role

Key responsibilities & impact

Manage and grow a portfolio of Emerging Middle Market clients with annual revenues of $25MM to $100MM
Identify opportunities to expand Treasury Management relationships and deliver value-added solutions
Partner with Relationship Managers to acquire new business, deepen client relationships, and increase Treasury Management revenue
Consult with clients to understand business objectives and provide tailored solutions across payables, receivables, liquidity management, cash management, fraud prevention, and digital payments
Analyze client needs and recommend Treasury Management strategies to improve working capital, operational efficiency, and payment processes
Lead client discussions, presentations, solution demonstrations, and competitive opportunities/RFP responses
Collaborate with product partners, implementation teams, and service partners to deliver a seamless client experience
Maintain knowledge of Treasury Management products, industry trends, and market developments
Mentor and support team members by sharing best practices and Treasury Management expertise
Follow applicable risk and compliance programs, policies, and procedures

Requirements

What you’ll need

7+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Proven success building, managing, and growing a pre-existing Treasury Management portfolio
Consultative Treasury Management sales experience, including cash management, payables, receivables, liquidity management, commercial card, and fraud prevention solutions
Experience partnering with Relationship Managers to identify opportunities, win new business, and deepen client relationships
Strong client-facing presentation, discovery, and solutioning skills
Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers
Demonstrated ability to manage multiple client relationships and deliver results in a fast-paced sales environment
This position is not eligible for Visa Sponsorship
Up to 30% travel required

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