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Executive Director, Senior Lead Treasury Management Consultant

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

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About this role:

Wells Fargo is seeking a Senior Lead Treasury Management Sales Consultant within Global Treasury Management as part of Enterprise Functions providing coverage of Enterprise Finance, Human Resources, Public Affairs, Legal, and Strategy, Digital and Innovation Group portfolios. The role can either be based in our Vancouver or Calgary office.

In this role, you will:

  • Be part of Global Treasury Management's Canadian Treasury Management sales team

  • Lead and drive overall Treasury Management business growth for a critical market

  • Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting

  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others

  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional

  • Lead Treasury Management Consulting projects and teams, or serve as peer mentor

  • Provide subject matter expertise in Canadian treasury management processes to partners

  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

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:

  • Subject matter expert (SME) in Canadian treasury management / cash management products and banking environment 

  • Strong understanding of US treasury management products and banking environment 

  • Can lead the translation of the Canadian / US treasury management landscape for customers and partners

  • Experience with complex and large project treasury management opportunities 

  • Excellent verbal, written, and interpersonal communication skills

  • Experience at proactively generating leads, calling on customers, and closing sales

  • Communicates confidently with customers, superiors, peers and subordinates

  • Strong negotiation and influence skills

  • Experience exceeding established sales and customer satisfaction goals

  • Ability to be proactive, innovative and creative in meeting customer and enterprise needs

  • Ability to deliver dynamic presentations to a variety of audiences

  • Ability to be flexible and adaptable to changing priorities and deadlines

Job Expectations:

  • Ability to occasionally travel within Canada and the USA (1/2 times per year)

#Commercial Banking

#Global Treasury Management

Pay Range

$128,500.00 - $299,700.00


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

26 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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