Market Leader, Private Wealth (South)

Texas Capital Bancshares
Houston
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 15+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Negotiation","Leadership","Relationship management"]

Lead regional growth of UHNW/HNW private wealth relationships across investment management, banking, lending, and trust & estate services. Own business development strategy, serve as a senior relationship manager for complex client portfolios, and drive cross-bank referrals. Build and mentor a team of Private Client Advisors and Investment Advisors through coaching, recruiting, and performance management. Deliver white-glove client experiences while developing tailored wealth plans and ensuring compliance and risk management.

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Texas Capital Bancshares
Texas Capital Bancshares
3 days ago

Market Leader, Private Wealth (South)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Lead regional growth of UHNW/HNW private wealth relationships across investment management, banking, lending, and trust & estate services. Own business development strategy, serve as a senior relationship manager for complex client portfolios, and drive cross-bank referrals. Build and mentor a team of Private Client Advisors and Investment Advisors through coaching, recruiting, and performance management. Deliver white-glove client experiences while developing tailored wealth plans and ensuring compliance and risk management.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Drive regional revenue growth by acquiring new UHNW/HNW client relationships, deepening existing relationships, and expanding wallet share.
  • •Execute a disciplined business development strategy aligned with national Private Wealth growth objectives.
  • •Serve as a senior relationship manager for the region’s most complex and significant client relationships.
  • •Lead, mentor, and develop a regional team of Private Client Advisors, Investment Advisors, and Juniors, including recruiting and performance management.
  • •Ensure delivery of differentiated, white-glove client experiences and oversee comprehensive wealth plans, while resolving escalated concerns and maintaining compliance.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •15+ years of progressive experience in private wealth management, investment management, or related financial services.
  • •5+ years of demonstrated 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 & estate services, tax strategies, and financial planning.
  • •Bachelor's degree required; FINRA Series 7 and Series 66 (or equivalent) licenses required.
Experience:15+ yearsPrivate wealth managementInvestment managementFinancial services
Education:Bachelor's
Skills:CommunicationPresentationNegotiationLeadershipRelationship management
Licenses:FINRA Series 7FINRA Series 66
Certifications:CFPCFACPWA

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