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Sr. Lead Treasury Management Consultant

United States, Charlotte Employment contract 159000.00 - 305000.00 USD / Year · Job Posted May 31, 2026
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Job Description

Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.

Job Responsibility

  • Individual contributor responsible for overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo’s Global Payments & Liquidity organization
  • Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.)
  • Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs
  • Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs
  • Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success
  • Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets
  • Participate in regular pipeline review calls to deliver deal updates and track progression
  • Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts

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

Nice to have

  • Experience working with large corporate clients with annual revenues of $500MM or greater
  • Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
  • Familiarity with consumer goods and retail industry dynamics
  • Ability to advise senior leadership and influence long-term objectives
  • Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
  • Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
  • Ability to collaborate across multiple business lines and functions to drive alignment and execution
  • Excellent verbal and written communication skills for engaging with senior leaders and clients

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
  • Scholarships for dependent children
  • Adoption reimbursement

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