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Wells Fargo Senior Lead Treasury Management Consultant 
United States, North Carolina, Charlotte 
607500561

27.03.2025


In this role, you will:

Wells Fargo is seeking a Senior Lead GPL Banks Sales Consultant responsible for managing and developing payment business activities with US Bank clients. Partners with Relationship Managers to consult on complex specific payment solutions, coordinates RFP response and proposal generation, and provides production support on product issues, calls on financial institutional clients to address their business and product needs. Works with Country and Relationship Managers to develop country specific product plans consisting of customer business activity and planning linked to payment strategies.

  • Lead, manage, and develop both domestic and global payment and liquidity business activities within the US portfolio
  • Partner with relationship managers to consult on complex specific treasury management solutions
  • Coordinate Request for Proposal response and proposal generation
  • Provide production support on product issues and call on financial institutional clients to address their business and product needs
  • Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives within GPL Banks functional area
  • Collaborate and consult with GPL Banks Sales peers, colleagues, and more experienced level managers to resolve issues and achieve goals
  • Lead GPL Banks Sales projects and teams, or serve as a peer mentor


Required Qualifications:

  • 7+ 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:

  • Demonstrate the understanding of local regulatory frameworks within the US market
  • Strong experience across core treasury management products and services
  • Client focused and service orientated with experience providing payment and liquidity solutions to achieve the client’s business requirements
  • Self-motivated with a strong goal orientation and can work well in a team orientated environment
  • Good influencing skills and comfortable working in a matrix organizational environment
  • Ability to work across all levels of a client’s organization as well as interfacing across functional areas (operations, network management, product management)
  • Well-developed presentation & training skills
  • Able to travel frequently as business requires

Job Expectations:

  • This position offers a hybrid work schedule
  • Ability to travel up to 25% of the time
  • This position is not eligible for Visa Sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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 $144,400-$300,000 Annually

Pay Range

$144,400.00 - $300,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

1 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.