Full-Time

Senior Lead Treasury Management Relationship Manager

Confirmed live in the last 24 hours

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Compensation Overview

$111.1k - $197.5kAnnually

+ Bonus

Senior, Expert

No H1B Sponsorship

Minneapolis, MN, USA

Role is not eligible for 100% remote; candidates must be willing to work onsite.

Category
Treasury
Finance & Banking
Requirements
  • 7+ years of Treasury Management Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Manage a portfolio of mid- and large-sized Payables (Commercial Card and Integrated Payments) clients for growth, cross-sell opportunities, profitability and retention
  • Collaborate with the client's coverage team (Relationship Manager, Treasury Management Consultant) to expand client's use of the WellsOne suite of products, including WellsOne Commercial Card, WellsOne Expense Manger and WellsOne virtual card products and services
  • Manage client economics (spend volume, revenue share, working capital terms) to ensure successful outcomes for both the client and Wells Fargo
  • Act as an advisor on best practice uses of the WellsOne suite of products as relates to procurement practices, supplier relationships, and Travel & Entertainment systems and processes
  • Act as an advisor to senior leadership to develop or influence highly complex initiatives, including those that are cross functional with broad impact, and act as key participant in large scale planning for Treasury Management Relationship Management functional area
  • Lead the strategy and resolution of highly 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 Treasury Management Relationship Management functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale cross-functional strategies
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
Desired Qualifications
  • 7+ years of experience with Commercial Card clients, products and services, particularly B2B virtual card usage and features
  • Strong understanding of B2B payments processes and systems, included procurement and T&E spending, as well as ERP systems and Accounts Payable workflows.
  • Experience with integrated payments and embedded finance tools
  • Strong understanding of a corporate / commercial client's Procure to Pay processes

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for personal, small business, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for clients, with a focus on security and customer success.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in virtual commercial cards aligns with the trend of digital payment solutions.
  • Participation in accelerator programs drives innovation and access to new technologies.
  • The strategic review could streamline operations and focus on profitable segments.

What critics are saying

  • Increased competition in digital payment solutions from established fintech companies.
  • Potential market volatility and regulatory scrutiny in cryptocurrency investments.
  • Strategic uncertainty from selling the private-label credit card and POS financing unit.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial services and products.
  • The company has a strong focus on digital banking and innovation.
  • Wells Fargo supports underserved small businesses through initiatives like the Open for Business Fund.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance