
Leading company in the financial services industry
Lead Treasury Management Consultant (CIB Consumer & Retail) at Wells Fargo
About the role
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
In this role, you will:
- Serve as an individual contributor responsible for end‑to‑end account management and business development for a portfolio of Consumer Goods and Retail corporate clients within Wells Fargo’s Global Payments & Liquidity organization.
- Build and maintain strong relationships with key client decision‑makers and stakeholders (e.g., corporate treasury, accounts payable/receivable), acting as a trusted advisor on treasury management, liquidity, commercial card, and merchant processing solutions.
- Drive sales performance by developing and executing account strategies, managing pipeline activity, participating in regular deal reviews, and consistently meeting or exceeding annual revenue, pipeline, and client‑calling goals.
- Lead and coordinate responses to client Requests for Proposal (RFPs), partnering with Product Sales Specialists and other cross‑functional teams to deliver customized, competitive solutions aligned to client needs.
- Analyze and resolve complex, multi‑faceted business, operational, and technical challenges, applying deep knowledge of Treasury Management Consulting, policies, procedures, and compliance requirements to drive successful outcomes.
- Lead complex, cross‑functional initiatives, and Treasury Management Consulting projects, collaborating with peers, senior partners, and leaders while mentoring colleagues to support broader business objectives.
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:
- Experience working with large corporate clients with annual revenues of $500MM or greater
- Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
- Familiarity with consumer goods and retail industry dynamics
- Ability to advise senior leadership and influence long-term objectives
- Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
- Exceptional ability to build and maintain executive-level relationships with large corporate clients, leveraging a consultative selling approach to identify client needs and deliver tailored solutions
- Ability to collaborate across multiple business lines and functions to drive alignment and execution
- Excellent verbal and written communication skills for engaging with senior leaders and clients
Job Expectations:
- This position offers a hybrid work schedule
- This position will require 25% of travel
- 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
New York, NY: Pay Range Annually $143,000-$224,000
San Francisco, CA: Pay Range Annually $143,000-$224,000
Los Angeles, CA: Pay Range Annually $143,000-$224,000
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$119,000.00 - $224,000.00
Benefits
-
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit [Benefits
-
Wells Fargo Jobs](https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
-
Health benefits
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401(k) Plan
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Paid time off
-
Disability benefits
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Life insurance, critical illness insurance, and accident insurance
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Parental leave
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Critical caregiving leave
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Discounts and savings
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Commuter benefits
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Tuition reimbursement
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Scholarships for dependent children
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Adoption reimbursement
Posting End Date:
21 May 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.
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.
Required skills
Treasury management
Account management
Business development
Client advisory
RFP management
Sales strategy
Payments
Liquidity solutions
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About Wells Fargo

Wells Fargo
PublicWells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.
10,001+
Employees
San Francisco
Headquarters
$163B
Valuation
Reviews
10 reviews
3.7
10 reviews
Work-life balance
3.8
Compensation
3.2
Culture
3.9
Career
3.1
Management
3.4
72%
Recommend to a friend
Pros
Good benefits and health coverage
Flexible schedules and work arrangements
Supportive team environment
Cons
Limited career advancement opportunities
High stress and overwhelming workload
Poor management and lack of direction
Salary Ranges
16 data points
Mid/L4
Senior/L5
Director
Mid/L4 · Equity Research Associate - Oil and Gas
1 reports
$189,999
total per year
Base
$146,141
Stock
-
Bonus
-
$189,999
$189,999
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
21-35 weeks
Offer rate
25%
Interview process
1
Application Review
2
Recruiter Screen
3
Online Assessment
4
Technical Interview
5
Behavioral Interview
6
Offer
Common questions
Coding/Algorithm
Technical Knowledge
Behavioral/STAR
Past Experience
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