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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Skills Required
- 15+ years of progressive experience in private wealth management, investment management, or related financial services
- 5+ years of leadership experience managing wealth management teams
- Proven track record growing a private wealth business and managing UHNW/HNW client relationships
- Deep knowledge of investment management, trust and estate services, tax strategies, credit/lending solutions, and financial planning
- FINRA Series 7 and Series 66, or equivalent, licenses
- Strong executive presence and exceptional communication, presentation, and negotiation skills
- Bachelor's degree
- CFP, CFA, or CPWA designation
- MBA or JD
- Existing network of UHNW/HNW clients and regional centers of influence
- Experience operating within a bank-affiliated or trust company wealth platform
Texas Capital Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.
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Retirement Support — A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
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Wellbeing & Lifestyle Benefits — Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.
Texas Capital Bank Insights
What We Do
Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy
