Texas Capital Bank

Market Leader, Private Wealth (South)

Texas Capital Bank • $180K — $220K *
Houston, TX 77084In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 15+ years in private wealth management or related financial services
  • 5+ years managing wealth management teams
  • Proven ability to grow a private wealth business
  • In-depth knowledge of investment and estate services
  • FINRA Series 7 and Series 66 licenses required
  • Strong executive presence with exceptional communication skills
  • Bachelor's degree required

Responsibilities

  • Drive regional revenue growth by acquiring new UHNW/HNW clients and deepening existing relationships
  • Establish a disciplined business development strategy in line with national Private Wealth objectives
  • Serve as a senior relationship manager for significant client portfolios
  • Partner with various banking sectors to generate referrals
  • Lead and develop a high-performance regional team of advisors
  • Recruit top-tier Private Wealth talent for sustainable growth
  • Ensure a premium client experience aligned with firm values
  • Oversee tailored wealth plans for complex UHNW/HNW client needs
  • Resolve escalated client concerns efficiently and discretely
  • Execute the regional business plan with revenue targets and market strategies
  • Monitor financial performance and provide updates to senior leadership
  • Ensure compliance with regulatory and risk management frameworks
  • Collaborate with teams to enhance client experience and operational efficiency

Benefits

  • Robust professional development opportunities
  • Mentorship program to nurture talent
  • Competitive team-building initiatives
  • Engagement in community events and thought leadership
  • Access to a comprehensive array of financial planning tools
Full Job Description
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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Finance & Insurance
Founded
1998
* Ladders Estimates

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