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Wells Fargo

Lead Treasury Management Sales Consultant

Posted 6 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
139K-239K Annually
Senior level
Hybrid
Charlotte, NC, USA
139K-239K Annually
Senior level
Leads treasury management consulting for large corporate and investment banking clients. Advises senior executives on payments, liquidity, cash management, working capital, procure-to-pay, order-to-cash, and risk mitigation strategies. Partners with relationship managers and cross-functional teams to design and implement tailored treasury solutions, leads complex client engagements, identifies operational improvements, and serves as a subject matter expert and mentor. The role requires up to 30% travel and a hybrid schedule.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity.
This role supports a strategic portfolio of Corporate & Investment Banking clients within the Industrials sector, partnering with clients to optimize treasury operations, improve working capital, and implement payments, liquidity, and cash management solutions.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Advise senior client executives and internal stakeholders on treasury, payments, liquidity, and working capital strategies
  • Partner with Relationship Managers to deliver tailored treasury solutions for large corporate clients
  • Advise large corporate clients on optimizing payment, collection, and risk mitigation processes to improve working capital performance and support broader financial objectives
  • Identify opportunities to improve payments, collections, cash flow, liquidity management, and operational efficiency
  • Consult on key treasury disciplines, including procure-to-pay, order-to-cash, working capital optimization, and risk mitigation
  • Lead complex client engagements and deliver innovative solutions that support business growth and strategic objectives
  • Collaborate across product, sales, operations, and implementation teams to provide exceptional client outcomes
  • Serve as a treasury management subject matter expert, mentor team members, and support strategic initiatives
Required Qualifications:
  • 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Demonstrated experience advising large corporate clients on treasury transformation initiatives, including the optimization of payment and collection processes, working capital strategies, and end-to-end treasury operations across the procure-to-pay and order-to-cash cycles
  • Deep understanding of corporate treasury, liquidity management, cash flow optimization, receivables, payables, and risk mitigation strategies, with the ability to deliver tailored solutions that improve operational efficiency and financial performance
  • Experience supporting clients within the Industrials sector, including transportation, aerospace and defense, building materials and supplies, packaging and paper, and manufacturing organizations
  • Proven ability to consult with senior finance, treasury, and operational leaders on complex treasury, payments, and working capital challenges
  • Strong knowledge of treasury management products and solutions, including payments, receivables, liquidity management, and commercial card solutions
  • Experience leading large-scale, cross-functional client engagements and collaborating with relationship managers, product partners, and implementation teams to deliver strategic outcomes
Job Expectations:
  • This position will require up to 30% of travel
  • This position offers a hybrid work schedule
  • This position is not eligible for Visa Sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $239,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
21 Sep 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#BI-Hybrid

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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