Lead Treasury Management Consultant at Wells Fargo &… · Milwaukee

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About this role:

Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments & Liquidity as part of Enterprise Functions.

In this role, you will:

• Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
• Review and analyze complex multi-faceted, large scale, or 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 Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• 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 peer mentor

Required Qualifications:

• 5+ 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

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa Sponsorship
• Ability to travel up to 50% of the time
• 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.

Posting End Date:

23 Aug 2026 *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.