Senior Lead Treasury Management Sales Consultant Job at Wells Fargo (Atlanta)

New

Lead Treasury Management Consultant

Location

United States , Charleston

Salary:

Not provided

Wells Fargo

Expiration Date

June 09, 2026

Requirements

5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and support a Middle Market Treasury Management portfolio across the South Carolina territory, 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

Fulltime

!

Senior Lead Treasurer Management Consultant

About this role: Wells Fargo is seeking a Senior Lead Treasury Management Consu...

Location

United States , NEW YORK; BOSTON; CHARLOTTE; PHILADELPHIA

Salary:

159000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

Until further notice

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
Lead Treasury Management Consulting projects and teams, or serve as peer mentor
Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

What we offer

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

Fulltime

Program Management Lead

Services, Treasury and Trade Solutions NAM Client PMO is an organization of proj...

Location

Canada , Toronto

Salary:

111600.00 - 161600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

8+ years of project management a MUST with prior independent leadership of large projects with executive visibility
Either extensive cash management product experience or strong treasury practitioner industry experience with large MNCs
Preferred: execution knowledge of corporate treasury restructuring as part of a merger or divestiture either on Bank side or as a Corporate Treasury professional
Proven track record of consistently strong performance and excellent project delivery
Client relationship management skills
Proficient in Microsoft Office products, Microsoft Project, VISIO, SharePoint and other workplace productivity tools
Strong Influential skills to manage virtual teams
Excellent verbal, written and presentation skills
Strong leadership skills
ability to promote team building and develop strong partnerships with other teams

Job Responsibility

Being the Single Point of Contact of coordination and successful delivery of the project. Overseeing the execution and completion of the various work streams of the project across the globe
Establish appropriate governance model for some highly complex projects involving multiple teams on both Citi and Client side
Identify and forming strong working relationships with key internal and external stakeholders. Obtaining agreement and signoffs on all objectives and milestones with the stakeholders
Proactively assess and manage (a) appropriateness of solutions and (b) risks across all regions / products / work streams. Ensuring timely escalation and mitigation of the risks to avoid impact to the project delivery
Diligently creating and managing relevant document repository ranging from Communication Plan, SOW/PID, Project Charter, Project Plan, Risk Register, Issue Log, Status Trackers and various other PM artefacts to provide clear communication, transparency and updates to the extended project team
Reporting including status reports/trackers, executive summaries and steering committee decks. Be able to effectively deliver the key message around the project updates/risks to business and senior leaders
Orchestrate the execution of the project plan across multiple leads, implementers, vendors, and consultants in different groups such as Operations, Technology, Legal, Product, Sales and many others in multiple geographical locations
Create metrics and monitoring/reporting Project Status on a regular basis. Abstracting the key details and business relevance to make the updates meaningful for a wide range of audience including senior executives
Manage scope through change control process. Being flexible while setting clear expectations after careful analysis of the scope change
Report project status on a regular basis. Managing scope through change control process. Being flexible while setting clear expectations after careful analysis of the scope change

Fulltime

Director, Cash Management Sales

This is a senior sales role based in Paris, responsible for driving Cash Managem...

Location

France , Paris

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong sales mindset
Confident presenting to senior stakeholders
Credible in technical discussions
Effective at influencing outcomes
Excellent communication skills (written and verbal)
Solid technical knowledge in liquidity management, payments solutions, and regulatory frameworks
Strong grasp of innovation trends, including AI trends in treasury, and emerging digital asset capabilities
Prior experience in Transactional FX would be an advantage
Intellectual curiosity
Quick learning capability

Job Responsibility

Manage sales and set the strategic direction
Provide support to the bank's senior management team
Manage sales risk across the organisation
Development of strategic direction for sales, including the implementation of up to date methodologies and processes
Management of sales, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
Relationship management of sales stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services
Development and implementation of policies and procedures for sales
Management of sales risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s sales and compliance functions
Monitoring the financial performance of sales department, including revenue, profitability, and cost control
Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Encouragement to embrace mobility, exploring every part of our operations as you build your career

Fulltime

Senior Implementation Consultant

Get to Know Us: It's fun to work in a company where people truly believe in what...

Location

Mexico , Mexico City

Salary:

Not provided

BlackLine

Expiration Date

Until further notice

Requirements

Demonstrated ability to build and maintain trusted relationships with prospects/clients
Proven ability to translate prospective client objectives into solutions enabled by our strategic products
Experience creating and delivering compelling presentations and product demonstrations
Previous experience as a consultant focused on process improvement and technology enablement
Experience managing large transformational projects at strategic accounts
Experience engaging with various Finance functions (e.g., accounting, FP&A, tax, treasury, reporting, division finance, etc.)
Ability to work independently and proactively manage projects, while engaging a broader team
CPA preferred
Up to 75% travel required

Job Responsibility

Leading Implementations (Billable): Leads the in-depth discovery, design, and deployment of our transformation projects to streamline the financial close and enabling continuous accounting capabilities (most notably for intercompany)
Communicates regularly with clients, implementation partners, and internal BlackLine resources to manage project activities
Delivery & Support: Maintains the key client relationships they established during the sale process to ensure expectations are met throughout delivery and support
Assists in driving the client solution roadmap working closely with implementations, customer success Consultants, and the product team
Driving Process Enablement: Participates in and leads client-facing activities throughout various stages of the deal lifecycle in identifying automation opportunities, solutions, and implementations phases and related planning
Identifies areas of improvement and collaborates with the client to derive the upmost value from the product and to increase long term utilization of BlackLine
Go-to-Market Assets: Leads the ongoing development of our strategic product playbook and demonstration environment
Trains and mentors the broader community of Solution Consultants
Collaborates with product, marketing and services in order to assist in the development of other assets (e.g., workshop enablers, use cases, competitive comparisons, sales/partner training, whitepapers, webcasts, etc.) and to help with evangelize our strategic products
Performs other duties and responsibilities as needed or assigned

Fulltime

Senior General Accounting Consultant (Record to Report)

You’re not the person who will settle for just any role. Neither are we. Because...

Location

Poland , Kraków

Salary:

Not provided

Randstad

Expiration Date

June 30, 2026

Requirements

A university qualification, preferably in Finance, Accounting or Economics
Over 5 years of experience in Accounting and Reporting in a multinational company
Fluency in English, both written and spoken is essential
Orientation to work with strict deadlines is essential
Excellent communication, influencing and coordination skills
Critical thinking and problem solving
Attention to detail and high level of accuracy
Advanced Excel skills
Ability to work in a matrix organisation driving collaboration across businesses and functions
Willingness and confidence to lead discussions with senior leaders when required

Job Responsibility

Collaborate and engage with accounting teams, both within internal structures and with our outsourced business partner, to manage the period, quarter, and annual close processes
Support financial processes within the EMEA region, both from process and individual country perspective
Indirect oversight of outsourced business partner RTR team members
Reconciling Balance Sheet accounts and providing meaningful explanations on movements to business and auditors
Work effectively with other departments to obtain important data required to manage the process
Support month end accounting close for a variety of areas, such as cost of sales, revenue, accrual management, banking operations, treasury accounting, project management, SG&A costs, standard cost reporting and financial accounting processes
Calculating and managing Profit & Loss postings associated with various projects
Developing Standard Work documentation to optimally manage the required process flows
Supporting process development and continuous improvement initiatives
Supporting Internal and External Audit processes

What we offer

Hybrid work (working in the office 3 times a month)
Office located in Krakow
Co-financing of private medical care
Co-financing of sports card, life insurance
International environment

Fulltime

New

Vice President Relationship Manager - Middle Market Sponsor Group

Location

United States , Chicago

Salary:

175000.00 - 279000.00 USD / Year

Wells Fargo

Expiration Date

June 11, 2026

Requirements

5+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury
Completion of formal credit training program
Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
Experience with underwriting complex credit and debt structure
Foundational ability to interpret financial statements, summarize findings and structure credit transactions
Experience working with financial modeling
Ability to work in a fast-paced deadline driven environment
Demonstrated high level of initiative and accountability
Ability to build and maintain productive working relationships with internal partners

Job Responsibility

Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and database management
Provide periodic guidance to junior associate supporting the broader sponsors team
Independently develop, retain, and grow complex client relationships and while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
Lead or participate in the structuring, modification, and renewal of complex capital markets transactions, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
Prepare screening memos to be shared with senior partners around capital markets related transactions
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial and investment banking clients to meet those needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
may lead projects, teams or serve as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

What we offer

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

Fulltime

!

Senior Enterprise Account Executive

Trustpair stops vendor fraud before it happens. We're the automated vendor valid...

Location

United States , New York

Salary:

Not provided

Assessfirst

Expiration Date

Until further notice

Requirements

3-7 years of experience in a quota-carrying position, in a fast-paced and competitive market with a focus on closing net new logos
Prior experience in selling enterprise grade B2B SaaS solutions in the US market
Experience selling to Director/VP/C-level
Demonstrated ability to open new accounts and run a complex sales process
Track record of consistently meeting/exceeding sales quota
Must be self-motivated
able to work independently and as part of a team
Native level English, with strong verbal and written communication skills
Experience and knowledge of the CFO Office space (procurement, AP, ERP, Treasury softwares or risk platforms) is a plus
Genuine curiosity about AI technologies and eagerness to learn how they can drive significant impact

Job Responsibility

Establish a strong understanding of Trustpair to position yourself as an expert with the product and use cases
Be a strong relationship builder using consultative selling methodology
Build & manage a pipeline of businesses of varied complexity
Apply a solutions-first sales approach reaching multiple contacts and teams within client organizations
Gain an understanding of key customer/market needs to deliver key learnings to the sales, marketing and product teams
Manage the entire sales process from generating new business opportunities to driving strategic meetings, to closing and coordinating technical, legal and financial aspects
Guide customer strategy to lead to long-term success for both client and Trustpair
Demonstrate expertise in forecasting accuracy, pipeline management, and communicating key developments within pipeline
Meet and exceed monthly, quarterly, and annual sales targets (through your sales strategy, territory and account specific plans)
Demonstrate proficiency and creativity in utilizing partners & resources to improve desired outcomes

What we offer

Between 3-4 days at home
Flexible working hours
AI tools and training
market-leading company with great momentum
sell a must have product
work with a great team
high customer retention & satisfaction
Package details: $130-$150k base + bonus (OTE up to $300k p/a)

Fulltime

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Senior Lead Treasury Management Sales Consultant

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