Sr. Wealth Strategist

Texas Capital Bancshares
Dallas, Houston, Austin
Full timeFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Initiative","Collaboration","Client relationship management","Risk management"]

Lead fiduciary administration for assigned accounts, serving as a key liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal, and operations. Exercise judgment to manage risk and ensure discretionary decisions align with governing documents, regulations, and Texas Capital policies. Collaborate with Trust RMs and Private Bank partners to grow fiduciary business opportunities, while delivering timely, high-quality service to customers and their trusted advisors.

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Texas Capital Bancshares
Texas Capital Bancshares
5 days ago

Sr. Wealth Strategist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Lead fiduciary administration for assigned accounts, serving as a key liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal, and operations. Exercise judgment to manage risk and ensure discretionary decisions align with governing documents, regulations, and Texas Capital policies. Collaborate with Trust RMs and Private Bank partners to grow fiduciary business opportunities, while delivering timely, high-quality service to customers and their trusted advisors.
Location: Dallas, Houston, Austin
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Manage all aspects of fiduciary administration for assigned accounts, coordinating across beneficiaries, co-trustees, investment advisors, tax preparers, legal, and operations.
  • •Exercise professional judgment for discretionary decisions by interpreting documents, regulations, and policies while managing risk.
  • •Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures.
  • •Participate as a valuable and voting member in Trust Administrative Committee meetings.
  • •Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •Minimum 10 years' experience with a trust company or financial institution focused 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 to service customers, beneficiaries, internal partners, and third parties.
  • •Strong client relationship skills with the ability to interact, negotiate, and influence at more senior organizational levels.
Experience:10+ yearsFiduciary servicesFinancial servicesTrust administration
Education:Bachelor's in Finance, Accounting, Real Estate, Commercial Banking (or related field)
Skills:CommunicationInitiativeCollaborationClient relationship managementRisk management
Tech Stack:Salesforce

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn