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Senior Treasury Management Consultant

Wells Fargo

Senior Treasury Management Consultant

full-timePosted: Sep 1, 2026Updated: Sep 3, 2026NY, MELVILLE

Job Description

About this role:Wells Fargo is seeking a Senior 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.comIn this role, you will:Partner with relationship managers and business bankers in a consultative selling role and responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationshipsReview and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional areaIndependently resolve moderately complex issuesLead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirementsCollaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goalsLead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individualsRequired Qualifications:4+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Demonstrated ability to identify, develop, and implement complex treasury management solutions for organizations with revenues of $25 million to $100 millionWorking knowledge of treasury management, payments, and liquidity concepts to effectively support client conversations and solution positioning.Skilled in building strong partnerships through effective collaboration, relationship management, and communicationJob Expectations:This position offers a hybrid work schedule This position will require 30-50% of travelThis position is not eligible for Visa SponsorshipSpecific 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 processPay 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.$104,000.00 - $168,000.00Benefits 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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:11 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo 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.

Locations

  • NY, MELVILLE

Skills Required

  • treasury managementintermediate

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 (experience, 4 years)
  • Demonstrated ability to identify, develop, and implement complex treasury management solutions for organizations with revenues of $25 million to $100 million (experience)
  • Working knowledge of treasury management, payments, and liquidity concepts to effectively support client conversations and solution positioning. (experience)
  • Skilled in building strong partnerships through effective collaboration, relationship management, and communication (experience)
  • a. Third-Party recordings are prohibited unless authorized by Wells Fargo. (experience)
  • b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. (experience)

Responsibilities

  • Partner with relationship managers and business bankers in a consultative selling role and responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
  • Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area
  • Independently resolve moderately complex issues
  • Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements
  • Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
  • Lead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individuals

Benefits

  • general: 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.
  • general: 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.
  • general: Health benefits
  • general: 401(k) Plan
  • general: Paid time off
  • general: Disability benefits
  • general: Life insurance, critical illness insurance, and accident insurance
  • general: Parental leave
  • general: Critical caregiving leave
  • general: Discounts and savings
  • general: Commuter benefits
  • general: Tuition reimbursement
  • general: Scholarships for dependent children
  • general: Adoption reimbursement

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