Lead Wealth Management Banker - Professional Services (LSG)

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 .
In this role, you will:

• Lead high-visibility, complex initiatives often cross-functional and enterprise-wide shaping large-scale planning efforts for the Treasury Management Consulting function.
• Evaluate and solve sophisticated business, operational, and technical challenges by applying advanced analytical thinking to multi-layered or unprecedented scenarios.
• Exercise sound judgment in complex decision-making, leveraging a strong understanding of Treasury Management Consulting policies, procedures, and compliance to influence outcomes and guide teams toward successful delivery.
• Collaborate across the organization, partnering with peers, senior leaders, and cross-functional stakeholders to resolve issues, advance strategic goals, and deliver measurable value.
• Lead project teams or mentor peers, offering subject-matter expertise and modeling best practices in execution and client engagement.
• Serve as a strategic advisor to middle-market companies, especially those with annual revenues between $100M and $500M, bringing insight into their working capital priorities and operational dynamics.
• Apply strong financial and profitability acumen to craft mutually beneficial solutions that drive client success and strengthen portfolio performance.
• Leverage the working capital value proposition to support sales strategies, deepen client relationships, and influence business growth across Treasury Management solutions.
• Communicate with clarity and influence, ensuring complex concepts are distilled effectively for executive, client, and cross-functional audiences.

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:

• Demonstrated expertise working with middle-market companies, particularly those with annual revenues ranging from $100M to $500M
• Exceptional communication and leadership skills, with the ability to influence and collaborate across teams
• Strong financial acumen, including a deep understanding of profitability metrics to support mutually beneficial outcomes
• Proven ability to leverage the working capital value proposition to drive strategic sales growth
• Bachelor's degree strongly preferred
• Certified Treasury Professional (CTP) designation is a plus

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

#CommercialBanking
#GlobalTreasuryManagement
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.
$175,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:
1 Apr 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.