Texas Capital Bank

Sr. Wealth Strategist

Texas Capital Bank • $110K — $130K *
Dallas, TX 75217In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 10 years' experience in trust company or financial institution focusing on fiduciary services.
  • Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred.
  • Formal Credit training program or equivalent work experience.
  • Strong verbal and written communication skills for diverse interactions.
  • Resourceful with the ability to take initiative.
  • Effective team player with experience in fast-paced collaborative environments.
  • Strong relationship-building skills for complex client interactions.
  • Negotiation and influencing capabilities at senior organizational levels.
  • Experience with Salesforce and commitment to performance metrics.

Responsibilities

  • Manage all fiduciary administration aspects for assigned accounts.
  • Exercise professional judgement in discretionary decision-making and risk management.
  • Participate as a voting member in Trust Administrative Committee meetings.
  • Ensure compliance with governing documents, regulations, and company policy.
  • Collaborate with Private Banking partners to identify fiduciary business opportunities.
  • Understand and manage the account opening, closing, and maintenance processes.
  • Deliver high-quality customer experiences in all interactions.

Benefits

  • Comprehensive health coverage including medical, dental, and vision.
  • Retirement savings plan with company matching contributions.
  • Generous paid time off and holiday leave.
  • Professional development opportunities and training.
  • Work-life balance support programs.
Full Job Description
Responsibilities:
  • Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer's trusted advisors, and the like.
  • Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries.
  • Participating in Trust Administrative Committee meetings as a valuable and voting member.
  • Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures.
  • Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
  • Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
  • Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors.


Qualifications:
  • Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
  • Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred
  • Formal Credit training program or equivalent work experience
  • Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
  • Resourceful and able to take initiative.
  • Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment.
  • Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources.
  • Strong ability to develop, cultivate and maintain client relationships with increased complexity.
  • Strong ability to interact, negotiate and influence at more senior levels of the organization.
  • Demonstrates expected utilization of Salesforce and drives towards critical metrics.


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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