About this role:

Wells Fargo is seeking a Senior Treasury Management Consultant (TMC) to join our Global Payments and Liquidity team within Enterprise Functions.

Learn more about the career areas and lines of business at wellsfargojobs.com

This role is to support and grow the Emerging Middle Market portfolio. This role focuses on deepening client relationships, identifying cash‑flow optimization opportunities, and providing consultative treasury solutions for companies with $25MM–$100MM in annual revenue. You will partner closely with Relationship Managers (RMs) and product specialists to deliver tailored treasury strategies that improve clients’ working capital, streamline payments, reduce fraud risk, and support overall liquidity management. You will also be responsible for driving new business, managing a targeted sales pipeline, and ensuring retention of existing treasury clients. This is a high‑impact, client‑facing role requiring strong financial acumen, relationship management skills, and the ability to translate complex treasury operations into actionable solutions.

In this role, you will:

Client Engagement & Relationship Management

• Serve as a primary treasury advisor, helping clients optimize cash flow, payment processes, and liquidity strategies
• Conduct discovery meetings to understand client business models and treasury needs
• Build and maintain strong relationships with C‑suite and finance leaders

Consultative Selling & Solution Design

• Partner with Relationship Managers to develop customized treasury strategies
• Recommend solutions for payments, receivables, liquidity, and fraud mitigation
• Deliver client presentations, proposals, and product demonstrations.
• Manage the full sales cycle from assessment through implementation handoff

Sales Goal Execution & Pipeline Management

• Meet or exceed annual revenue, cross‑sell, and activity targets
• Maintain an organized, active sales pipeline using CRM tools
• Identify opportunities to deepen product usage within existing client portfolios

Analysis & Issue Resolution

• Assess client operations to identify efficiency, risk reduction, and cost‑saving opportunities
• Independently resolve moderately complex treasury issues by collaborating with internal partners
• Provide guidance on cash‑management best practices and payment‑security solutions

Leadership & Collaboration

• Lead treasury projects to ensure smooth implementation and positive client experience
• Partner with internal teams to develop solutions for complex client needs
• Mentor less experienced team members and support their development

Required qualifications:

• 4+ 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:

• Strong understanding of payables and receivables processes, including workflow optimization and cash‑flow impacts
• Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high‑touch client experience
• Proactive, self‑driven approach with the ability to consult, engage, and influence prospects in a fast‑paced environment
• Excellent partnership and collaboration skills, with the ability to influence cross‑functional teams and remain receptive to feedback
• Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously
• Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences
• Experience working with Emerging Middle Market clients ($25MM–$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud‑mitigation solutions
• CTP (Certified Treasury Professional) designation or willingness to pursue.
• Bilingual proficiency in English and Spanish, with the ability to read, write, and communicate effectively in both languages to support diverse clients

Job Expectations:

• This position offers a hybrid work schedule
• This position will require 15-20% 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

#GlobalPayments&Liquidity

Posting End Date:

*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.