Wells Fargo

Financial Services

LeadTreasuryManagementConsultant

$175–250k ~AI est. Charleston, South Carolina, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Lead Treasury Management Consultant at Wells Fargo. Skills: Treasury Management, Client portfolio management, Strategic consulting. Manage Middle Market Treasury Management portfolio. Support Treasury Management portfolio”

Industry & Context.

Financial Services
Problems you'll solve

Strategic thinking; Problem-solving

Eligibility Requirements

Travel up to 20%, No Visa Sponsorship

What They're Looking For.

Must Have

5+ years Treasury Management Sales experience

Nice to Have

Extensive experience with middle market companies, Knowledge of treasury solutions, Ability to build strong partnerships, Experience with complex deal structuring, Proficiency in analyzing financial statements, Familiarity with regulatory requirements, Ability to influence senior executives, Strategic thinking skills, Problem-solving skills

What You'll Do.

Manage Middle Market Treasury Management portfolio

Support Treasury Management portfolio

Serve as strategic partner to clients

Serve as strategic partner to internal stakeholders

Advise senior leadership

Influence Treasury Management Consulting objectives

Influence long-term strategic goals

Lead solution development

Lead solution execution

Drive innovative initiatives

Provide vision to leadership

Provide direction to leadership

Provide guidance to leadership

Implement enterprise-wide treasury solutions

Lead Treasury Management Consulting projects

Lead Treasury Management Consulting teams

Serve as subject matter expert

Collaborate with professionals

Engage with professionals

Collaborate with leaders

How You'll Work.

Team & Collaboration

Cross-functional coordination; Engage with leaders

Communication Scope

Verbal communication; Written communication; Interpersonal communication

Full Job Description

**About this role:** Wells Fargo is seeking a **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](mailto:wellsfargojobs.com) **In this role, you will:** * 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 **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:** * 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 *

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