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Wells Fargo · 1 day ago

Lead Treasury Management Consultant

Miami, FL

Full-time

Hybrid

Senior Level, Lead/Staff

5+ years exp

Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. This role focuses on Treasury Management Consulting and related solutions, requiring leadership in complex initiatives and expertise in payments, liquidity, and trade solutions.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Lead complex initiatives, including cross-functional projects with significant organizational impact

Act as a key participant in large-scale planning for the Treasury Management Consulting functional area

Evaluate complex business, operational and technical issues by identifying key drivers, assessing risks, and recommending actionable solutions

Make decisions in complex situations requiring a strong understanding of Treasury Management Consulting policies, procedures, and compliance requirements

Influence and lead broader work teams to meet deliverables and drive new initiatives

Collaborate and consult with Treasury Management Consulting peers, colleagues, and senior managers to resolve issues and achieve goals

Ability to build and maintain senior-level relationships with banks in the region, act as primary treasury consultant for Wells Fargo products and services

Lead end-to-end implementations for cross-border treasury services, coordinating internal teams and partners to ensure timely procedures and go-live

Monitor local market trends, payment rails, regulatory changes, and competitor offerings across the LAC region; use insights to refine product positioning and identify new opportunities

Provide client training, workshops, treasury best practices, new product releases, to banks in the region

Produce clear solution documentation, client proposals, and ensure all engagements comply with Wells Fargo policies and procedures

Qualification

Treasury Management SalesPayments SolutionsLiquidity SolutionsCorrespondent BankingTrade Finance KnowledgeClient Relationship ManagementMicrosoft Office SuiteSpanish FluencyEnglish FluencyPortuguese FluencyCommunication Skills

Required

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