Senior Lead Treasury Management Consultant

Posted 4 Hours Ago
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West Palm Beach, FL, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Manage a middle-market treasury management portfolio across South Florida, advising clients and internal stakeholders on liquidity and payment solutions. Lead complex treasury initiatives, deal structuring, pricing strategies, and cross-functional teams while influencing senior executives. Provide strategic direction, mentor peers, analyze financial statements and cash flow patterns, and ensure compliance with applicable regulatory requirements. The role is hybrid and requires travel up to 40% of the time.
Summary Generated by Built In
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.
#BI-Hybrid

Skills Required

  • 7+ years of Treasury Management Sales experience, or equivalent experience, training, military experience, or education
  • Extensive experience working with middle-market companies
  • Strong knowledge of treasury solutions, products, services, liquidity management, and payment strategies
  • Experience building partnerships through collaboration, relationship management, and communication
  • Excellent verbal, written, and interpersonal communication skills
  • Experience with complex deal structuring and pricing strategies for treasury products
  • Proficiency analyzing financial statements and cash flow patterns
  • Familiarity with regulatory requirements and compliance standards affecting treasury management
  • Ability to influence senior executives and decision-makers
  • Strong strategic thinking and problem-solving skills with a record of delivering innovative solutions

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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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 $2.2 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 continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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