Lead Treasury Management Consultant

Wells Fargo & Company • Boca Raton, FL

1d • Hybrid

About The Position

Wells Fargo is seeking Lead 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. It will focus 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.

Requirements

• 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

• 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

Responsibilities

• Deepening client relationships
• Identifying cash‑flow optimization opportunities
• Providing consultative treasury solutions for companies with $25MM–$100MM in annual revenue
• Partnering 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
• Driving new business
• Managing a targeted sales pipeline
• Ensuring retention of existing treasury clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees