- Location
- Houston - Four Oaks, United States of America
- Type
- Full-time
- Seniority
- Lead
- Education
- Master
- Source
- Workday
Description
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities
Business Development & Revenue Growth
- Drive regional revenue growth through the acquisition of new UHNW/HNW client relationships, deepening existing relationships, and expanding wallet share across investment management, banking, lending, and trust & estate services.
- Establish and execute a disciplined business development strategy aligned with the firm's national Private Wealth growth objectives.
- Serve as a senior relationship manager for a select portfolio of the region's most complex and significant client relationships.
- Partner with Commercial Banking, Corporate & Investment Banking, and Retail Banking to generate referrals and cross-bank opportunities.
Leadership & Team Development
- Lead, mentor, and develop a regional team of Private Client Advisors, Investment Advisors, and Juniors, fostering a high-performance culture centered on accountability, collaboration, and client excellence.
- Recruit, retain, and develop top-tier Private Wealth talent to build a competitive and sustainable team.
- Set clear performance expectations, conduct regular coaching conversations, and manage team performance in alignment with firm standards.
- Champion a culture of continuous learning, professional development, and adherence to the firm's values.
Client Experience & Relationship Management
- Ensure the delivery of a differentiated, white-glove client experience consistent with the firm's Private Wealth brand promise.
- Oversee the development and execution of comprehensive wealth plans tailored to the complex needs of UHNW/HNW clients, including investment management, tax planning, estate planning, philanthropy, and banking.
- Resolve escalated client concerns with speed, discretion, and a solutions-oriented approach.
- Maintain a visible presence in the regional market through client events, community involvement, and thought leadership.
Strategy & Operations
- Develop and execute the regional business plan, including revenue targets, headcount planning, and market expansion strategies.
- Monitor regional financial performance, pipeline activity, and key metrics; provide regular reporting to senior leadership.
- Ensure full compliance with all regulatory requirements, internal policies, and risk management frameworks.
- Partner with Operations, Technology, and Compliance teams to continuously improve the client experience and operational efficiency.
Qualifications
Required
- 15+ years of progressive experience in private wealth management, investment management, or a related financial services field.
- 5+ years of demonstrated leadership experience managing wealth management teams.
- Proven track record of growing a private wealth business and managing UHNW/HNW client relationships.
- Deep knowledge of investment management, trust & estate services, tax strategies, credit/lending solutions, and financial planning.
- FINRA Series 7 and Series 66 (or equivalent) licenses required; additional licenses may be required based on role scope.
- Strong executive presence with exceptional communication, presentation, and negotiation skills.
- Bachelor's degree required.
Preferred
- CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPWA (Certified Private Wealth Advisor) designation.
- MBA or JD a plus.
- Existing network of UHNW/HNW client relationships and COI (Centers of Influence) in the region.
- Experience operating within a bank-affiliated or trust company wealth platform.
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
