Lead Treasury Management Consultant

Reposted 6 Days Ago
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Miami, FL, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com.
This position supports bank clients internationally within Latin America and the Caribbean, focusing on Treasury Management Consulting and related solutions. The role requires leadership in complex, cross-functional initiatives with broad impact, as well as expertise in payments, liquidity, and trade solutions.
In this role, you will:
  • Lead complex initiatives, including cross-functional projects with significant organizational impact
  • Act as a key participant in large-scale planning for the Treasury Management Consulting functional area
  • Evaluate complex business, operational and technical issues by identifying key drivers, assessing risks, and recommending actionable solutions
  • Make decisions in complex situations requiring a strong understanding of Treasury Management Consulting policies, procedures, and compliance requirements
  • Influence and lead broader work teams to meet deliverables and drive new initiatives
  • Collaborate and consult with Treasury Management Consulting peers, colleagues, and senior managers to resolve issues and achieve goals
  • Ability to build and maintain senior-level relationships with banks in the region, act as primary treasury consultant for Wells Fargo products and services
  • Lead end-to-end implementations for cross-border treasury services, coordinating internal teams and partners to ensure timely procedures and go-live
  • Monitor local market trends, payment rails, regulatory changes, and competitor offerings across the LAC region; use insights to refine product positioning and identify new opportunities
  • Provide client training, workshops, treasury best practices, new product releases, to banks in the region
  • Produce clear solution documentation, client proposals, and ensure all engagements comply with Wells Fargo policies and procedures

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:
  • Proven success in driving treasury management and transactional banking sales, with a strong focus in payments and liquidity solutions
  • Expertise in Correspondent Banking across Latin America and Caribbean region
  • Ability to build, develop, and maintain long-term client relationships
  • Exceptional verbal, written, and interpersonal communication skills
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Knowledge of trade finance and trade product solutions
  • Professional fluency in Spanish and English; Portuguese is a plus

Job Expectations:
  • This position offers a hybrid work schedule
  • This position will require 30% of travel internationally
  • 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

#CommercialBanking
#GlobalTreasuryManagement

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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