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-timeSan Francisco • California • United 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, consultative selling, and delivering tailored financial solutions. Proven ability to analyze client needs and recommend strategies that enhance operational efficiency and working capital.

Highest-signal resume keywords

Treasury Management Sales ExperienceCertified Treasury Professional (CTP)Client-Facing Presentation SkillsConsultative Sales ExperienceRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ManagementPayables ManagementReceivables ManagementLiquidity ManagementFraud Prevention SolutionsCommercial Card SolutionsPortfolio ManagementRFP ResponseOperational Efficiency StrategiesPayment Process Improvement

Soft Skills

Client Relationship ManagementMentoringCollaborationPresentation SkillsDiscovery Skills

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

Emerging Middle MarketTreasury ManagementFinancial Decision-MakersRisk ComplianceMarket Developments

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 existing 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, and solution demonstrations
Support competitive opportunities and 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
Provide relevant insights and recommendations to clients
Mentor and support team members by sharing best practices and Treasury Management expertise
Fulfill applicable risk, compliance, governance, monitoring, escalation, and remediation obligations

Requirements

What you’ll need

7+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Certified Treasury Professional (CTP) designation is desired
Proven success building, managing, and growing a pre-existing Treasury Management portfolio is desired
Consultative Treasury Management sales experience, including cash management, payables, receivables, liquidity management, commercial card, and fraud prevention solutions is desired
Experience partnering with Relationship Managers to identify opportunities, win new business, and deepen client relationships is desired
Strong client-facing presentation, discovery, and solutioning skills are desired
Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers is desired
Demonstrated ability to manage multiple client relationships and deliver results in a fast-paced sales environment is desired
Up to 25% travel required
Not eligible for Visa Sponsorship
Must comply with applicable outside activities and personal investing policies
Must directly represent your own experiences during the recruiting and hiring process

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