Teams at Texas Capital Bank

Manages relationships with affluent and high-net-worth clients, coordinates specialists across investment, banking, trust, mortgage, and financial planning services, and develops customized wealth management solutions. Generates new business through prospecting, centers of influence, community activities, and internal referrals. Acts as the primary client strategist, oversees ongoing client experiences, recommends solutions, and supports the development of junior team members.

Manages a portfolio of affluent and high-net-worth clients, develops new business, coordinates wealth-management specialists, and delivers integrated investment, banking, lending, trust, and financial-planning solutions. Serves as chief client strategist, oversees client communications and execution of financial plans, identifies opportunities proactively, prospects through professional networks and community activities, and supports the development of junior team members.

Supports internal audit activities, including Sarbanes-Oxley control documentation, walkthroughs, testing, reporting, risk assessments, and audit-plan completion. The role evaluates financial-services risks, manages concurrent projects, prepares formal business communications, and uses Microsoft Office for reporting, analytics, and presentations. Candidates should demonstrate analytical thinking, problem-solving, decision-making, time management, and project-management abilities. Experience with mortgages, credit reviews, capital planning, liquidity, asset and liability management, BSA, or compliance risks is preferred.