Texas Capital Bank

Sr. Wealth Strategist

Texas Capital Bank • $110K — $130K *
Houston, TX 77084In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years of experience in fiduciary services at a trust company or financial institution
  • Bachelor's degree preferred in finance, accounting, real estate, or commercial banking
  • Completion of a formal credit training program or equivalent experience
  • Excellent verbal and written communication skills for effective customer and stakeholder engagement
  • Ability to collaborate and work effectively in a team-oriented, fast-paced environment
  • Resourceful and proactive in initiating actions to improve processes
  • Strong relationship-building skills with complex client accounts

Responsibilities

  • Manage all fiduciary administration tasks for assigned accounts, acting as liaison among key stakeholders
  • Make informed discretionary decisions while managing risk and adhering to relevant regulations
  • Actively participate in the Trust Administrative Committee, contributing as a voting member
  • Ensure compliance with governing documents, laws, and Texas Capital Bank policies
  • Collaborate with Private Bank partners to identify and cultivate fiduciary business opportunities
  • Oversee specialized processes for account maintenance, money movement, and investment support
  • Deliver high-quality customer interactions and experiences across all touchpoints

Benefits

  • Comprehensive benefits package including health, dental, and vision coverage
  • 401(k) plan with company matching to support retirement savings
  • Paid time off and holidays to encourage work-life balance
  • Opportunities for professional development and growth within the organization
  • Employee assistance programs for personal and professional support
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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