Senior Lead Treasury Management Consultant - Southwest MidCorp

About this role:

Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join Global Payments and Liquidity team within Enterprise Functions, managing and growing a Southern California client portfolio with a significant retail focus across the San Diego and Orange County markets. The team emphasizes collaboration, shared accountability, and strong execution in serving clients.

In this role, you will:

• Advise senior leadership on treasury management objectives and long-term goals for highly complex clients, business, and technical needs, supporting growth across a Southern California portfolio with a significant retail focus
• Lead strategy and resolution for highly complex and unique treasury management challenges that span multiple business lines, supporting new client acquisition and expanding the bank’s share of business with existing clients
• Translate client and business needs into long-term, large-scale treasury management solutions that address complex payment processes, cash flow, liquidity, and operating requirements
• Provide direction and expertise for significant, cross-functional client solutions, bringing together banking, Foreign Exchange, Merchant Services, Commercial Card, implementation, and service partners
• Lead complex client strategy, deal management, negotiation, and proposal activities for prospective and existing clients across the San Diego and Orange County markets
• Strategically engage professionals and managers across the company to strengthen client and banking partnerships, align resources, and serve as an advisor to leadership
• Lead highly complex, cross-functional projects and teams to deliver treasury management solutions or serve as a strategic advisor and peer mentor to Treasury Management Consultants and banking partners

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:

• Experience developing complex corporate account strategies to address treasury needs, expand wallet share, displace providers, and consolidate banking relationships
• Experience prospecting and independently leading complex, multi-product treasury sales from discovery and solution design through pricing, negotiation, implementation, and expansion
• Strong financial and working-capital knowledge, including financial statement analysis, cash conversion cycles, liquidity, operating flows, debt structures, and treasury implications of acquisitions and recapitalizations
• Experience supporting rapid growth, mergers and acquisitions, private-equity sponsorship, capital-markets activity, or treasury transformation
• Ability to build trusted relationships with senior finance and operations leaders and present clear, commercially compelling treasury recommendations
• Experience coordinating banking, credit, treasury, product, implementation, service, risk, and leadership partners to deliver unified client experience
• Strong account planning, pipeline management, calling discipline, and revenue forecasting skills
• Experience mentoring junior Treasury Management Consultants and providing treasury expertise to banking partners
• Certified Treasury Professional (CTP) designation

Job Expectations:

• Travel up to 25%
• Ability to work a hybrid schedule, in office at least 3 days a week
• Ability to work at one of the posted locations
• Relocation assistance is not available for this position
• 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

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:

*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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.