LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Lead Treasury Management Consultant (CIB Consumer & Retail)

ExperiencedNo visa sponsorship

Posted 14 days ago

No clicks

**Lead Treasury Management Consultant (CIB Consumer & Retail)** at Wells Fargo drives end-to-end account management and business development for consumer goods and retail corporate clients. Key responsibilities include building client relationships, driving sales performance, leading RFP responses, resolving complex challenges, and collaborating cross-functionally. Required qualifications include 5+ years in Treasury Management Sales, strong relationship-building skills, and the ability to advise senior leadership. This role offers a hybrid work schedule and 25% travel. The pay range is $143,000 - $224,000 annually, with a comprehensive benefits package.

Compensation
$119,000 – $224,000 USD

Currency: $ (USD)

City
New York City, San Francisco, Los Angeles
Country
United States

Full Job Description

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 endtoend account management and business development for a portfolio of Consumer Goods and Retail corporate clients within Wells Fargos Global Payments & Liquidity organization.
  • Build and maintain strong relationships with key client decisionmakers 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 clientcalling goals.
  • Lead and coordinate responses to client Requests for Proposal (RFPs), partnering with Product Sales Specialists and other crossfunctional teams to deliver customized, competitive solutions aligned to client needs.
  • Analyze and resolve complex, multifaceted business, operational, and technical challenges, applying deep knowledge of Treasury Management Consulting, policies, procedures, and compliance requirements to drive successful outcomes.
  • Lead complex, crossfunctional 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 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:

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 units 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.


Lead Treasury Management Consultant (CIB Consumer & Retail)

Compensation

$119,000 – $224,000 USD

City: New York City, San Francisco, Los Angeles

Country: United States

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

14 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Lead Treasury Management Consultant (CIB Consumer & Retail)** at Wells Fargo drives end-to-end account management and business development for consumer goods and retail corporate clients. Key responsibilities include building client relationships, driving sales performance, leading RFP responses, resolving complex challenges, and collaborating cross-functionally. Required qualifications include 5+ years in Treasury Management Sales, strong relationship-building skills, and the ability to advise senior leadership. This role offers a hybrid work schedule and 25% travel. The pay range is $143,000 - $224,000 annually, with a comprehensive benefits package.

Full Job Description

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 endtoend account management and business development for a portfolio of Consumer Goods and Retail corporate clients within Wells Fargos Global Payments & Liquidity organization.
  • Build and maintain strong relationships with key client decisionmakers 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 clientcalling goals.
  • Lead and coordinate responses to client Requests for Proposal (RFPs), partnering with Product Sales Specialists and other crossfunctional teams to deliver customized, competitive solutions aligned to client needs.
  • Analyze and resolve complex, multifaceted business, operational, and technical challenges, applying deep knowledge of Treasury Management Consulting, policies, procedures, and compliance requirements to drive successful outcomes.
  • Lead complex, crossfunctional 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 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:

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 units 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.