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Wells Fargo

Lead Treasury Management Consultant (CIB Consumer & Retail)

Posted An Hour Ago
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Hybrid
Los Angeles, CA, USA
Senior level
Hybrid
Los Angeles, CA, USA
Senior level
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
Posting End Date:
18 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.
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

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