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About the Role
Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity to drive growth across the Commercial Real Estate portfolio within the Northeast territory. This consultative role requires identifying opportunities, partnering with Relationship Managers, and engaging with C-suite clients to deliver modern, scalable treasury solutions.
Responsibilities
- Own a defined CRE client portfolio; build and execute account plans to deliver net-new deposits, fee revenue, and wallet share
- Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash‑management solutions)
- Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs
- Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows; translate findings into solution roadmaps
- Deliver compelling executive‑level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working‑capital impact)
- Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience
Requirements
- 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Skills
- Consultative sales
- Opportunity qualification
- Pipeline management
- Disciplined account planning
- Knowledge of CRE operating models and cash‑flow dynamics
Location
- Northeast territory
Work Type
- Hybrid work schedule
- Up to 50% travel
Experience Level
- Senior Lead
Salary/Compensations
- $185,000.00 - $300,000.00
Benefits
- 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
About the Company
- Wells Fargo is an equal opportunity employer.
- 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.
Equal Opportunity
- 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.