Senior Lead Treasury Management Consultant
Wells Fargo is hiring a Senior Lead Treasury Management Consultant. Level rates it ; you can apply on Wells Fargo.
Level's read on this job
- Little AI ●○○○ is how Level rates this finance role: aI is not part of the work.
- Some of the work can be done remotely, according to the posting.
- The posting mentions treasury management, financial analysis and cash flow management among its tools and skills.
- Wells Fargo has 1,500+ other open roles on Level.
- Posted within the past two weeks.
AI in this role
Manage middle market treasury portfolios and drive complex global payment and liquidity solutions as a senior consultant at Wells Fargo.
About this role:
Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
- Manage and support a Middle Market Treasury Management portfolio across South Florida, 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
Required Qualifications:
- 7+ 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:
- Extensive experience working with middle market companies
- Strong knowledge of treasury solutions, products, and services, including liquidity management and payment strategies
- Proven ability to build strong partnerships through effective collaboration, relationship management, and communication
- Excellent verbal, written, and interpersonal communication skills
- Experience with complex deal structuring and pricing strategies for treasury products
- Proficiency in analyzing financial statements and cash flow patterns to recommend optimal solutions
- Familiarity with regulatory requirements and compliance standards impacting treasury management
- Ability to influence senior executives and decision-makers, both internally and externally
- Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.
Job Expectations:
- This position offers a hybrid work schedule
- Ability to travel up to 40% of the time
- 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
Posting End Date:
30 Oct 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
How we rate this
Senior Lead Treasury Management Consultant at Wells Fargo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Also common in finance jobs at this level
Pay
- Typical finance job
- $107k
This posting doesn't list pay. Use the typical finance figure when pay comes up. See finance jobs
Questions you could be asked
- Tell me about a project where treasury management was part of your work. What did you do?
- Tell me about a project where financial analysis was part of your work. What did you do?
- Tell me about a project where cash flow management was part of your work. What did you do?
- Tell me about a project where strategic consulting was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Treasury Management, Financial Analysis, Cash Flow Management, and Strategic Consulting. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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