Senior Lead Treasury Management Consultant

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Irving, TX, USA
Hybrid
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is seeking a Senior 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
We are seeking a highly motivated, proactive Senior Treasury Management Sales Consultant to drive Global Payments & Liquidity (GPL) growth across our Commercial Real Estate portfolio. You will identify opportunities within an existing book of business and partner closely with Relationship Managers to expand GPL fee revenue and deposits, deepen wallet share, and elevate client outcomes. This is a consultative role requiring frequent in‑person and virtual client engagement, strong command of Treasury Management best practices, and a confident executive presence to effectively engage the C‑suite at client organizations. You will collaborate with internal partners and stakeholders across Banking, Sales Support, Product, Implementation, and Risk to deliver modern, scalable treasury solutions that streamline operations and optimize liquidity.
In this role, you will:
  • Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share
  • Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash‑management solutions)
  • Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs
  • Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows; translate findings into solution roadmaps
  • Deliver compelling executive‑level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working‑capital impact).
    • Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience

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:
  • Proficiency in consultative sales, opportunity qualification, pipeline management, and disciplined account planning
  • Knowledge of CRE operating models and cash‑flow dynamics

Job Expectations:
  • This position will require up to 50% of travel
  • This position offers a hybrid work schedule
  • 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

#GlobalPayments&Liquidity
#CommercialBanking

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
  • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
  • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

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

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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.

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