Wells Fargo Logo

Wells Fargo

Lead Treasury Management Sales Consultant

Posted 56 Minutes Ago
Be an Early Applicant
Hybrid
San Francisco, CA
139K-260K Annually
Senior level
Hybrid
San Francisco, CA
139K-260K Annually
Senior level
Advises large corporate clients and senior executives on treasury, payments, liquidity, cash management, and working capital strategies. Partners with relationship managers and cross-functional teams to deliver tailored solutions, optimize payment and collection processes, mitigate risk, and improve operational efficiency. Leads complex client engagements, supports strategic initiatives, serves as a treasury subject matter expert, and mentors team members.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity.
This role supports a strategic portfolio of Corporate & Investment Banking clients within the Industrials sector, partnering with clients to optimize treasury operations, improve working capital, and implement payments, liquidity, and cash management solutions.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Advise senior client executives and internal stakeholders on treasury, payments, liquidity, and working capital strategies
  • Partner with Relationship Managers to deliver tailored treasury solutions for large corporate clients
  • Advise large corporate clients on optimizing payment, collection, and risk mitigation processes to improve working capital performance and support broader financial objectives
  • Identify opportunities to improve payments, collections, cash flow, liquidity management, and operational efficiency
  • Consult on key treasury disciplines, including procure-to-pay, order-to-cash, working capital optimization, and risk mitigation
  • Lead complex client engagements and deliver innovative solutions that support business growth and strategic objectives
  • Collaborate across product, sales, operations, and implementation teams to provide exceptional client outcomes
  • Serve as a treasury management subject matter expert, mentor team members, and support strategic initiatives

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:
  • Demonstrated experience advising large corporate clients on treasury transformation initiatives, including the optimization of payment and collection processes, working capital strategies, and end-to-end treasury operations across the procure-to-pay and order-to-cash cycles
  • Deep understanding of corporate treasury, liquidity management, cash flow optimization, receivables, payables, and risk mitigation strategies, with the ability to deliver tailored solutions that improve operational efficiency and financial performance
  • Experience supporting clients within the Industrials sector, including transportation, aerospace and defense, building materials and supplies, packaging and paper, and manufacturing organizations
  • Proven ability to consult with senior finance, treasury, and operational leaders on complex treasury, payments, and working capital challenges
  • Strong knowledge of treasury management products and solutions, including payments, receivables, liquidity management, and commercial card solutions
  • Experience leading large-scale, cross-functional client engagements and collaborating with relationship managers, product partners, and implementation teams to deliver strategic outcomes

Job Expectations:
  • This position will require up to 30% 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

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.
$139,000.00 - $260,000.00
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:
16 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.
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

Similar Jobs at Wells Fargo

56 Minutes Ago
Hybrid
185K-300K Annually
Senior level
185K-300K Annually
Senior level
Fintech • Financial Services
Leads complex treasury management consulting strategy, advises senior leadership, develops large-scale payment and liquidity solutions, mentors teams, and partners with relationship managers serving industrial-sector corporate clients. The role requires extensive treasury management sales experience, expertise in working capital and payment workflows, and up to 30% travel in a hybrid environment.
56 Minutes Ago
Hybrid
21-31 Hourly
Entry level
21-31 Hourly
Entry level
Fintech • Financial Services
Build customer relationships in a branch setting by identifying banking needs, opening accounts, processing service requests and credit applications, handling cash transactions, promoting relevant products, and making referrals. The role requires compliant service, digital banking support, proactive outreach, collaboration with branch teammates, Saturday availability, and SAFE registration after hire.
Top Skills: Digital Banking Tools
56 Minutes Ago
Hybrid
Los Angeles, CA, USA
185K-300K Annually
Senior level
185K-300K Annually
Senior level
Fintech • Financial Services
Lead origination, structuring, and execution of bespoke lending solutions for HNW/UHNW clients. Partner with financial advisors and internal risk and underwriting teams to negotiate deals, drive loan growth, revenue, and portfolio profitability, and resolve complex credit challenges. Support business development, advisor recruiting, and present credit opportunities for approval.

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account