Sobre este puesto de Sr. Wealth Strategist en Texas Capital Bank
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
Advisory, Partnership & Client Experience
- Serve as a trusted advisor to UHNW clients, Family Offices, entrepreneurs, and family enterprises, guiding them through complex estate planning, business succession, and philanthropic decision-making processes.
- Partner across the firm with Private Client Advisors, Relationship Managers, and product specialists to develop and deliver integrated wealth planning solutions tailored to each client's unique objectives and circumstances.
- Provide advanced consultative guidance on sophisticated estate planning strategies, trust structures, business succession planning, and philanthropic giving aligned with clients' long-term goals.
- Facilitate seamless client transitions and continuity of advisory relationships, ensuring clear communication and coordinated support from prospect engagement through ongoing relationship management.
- Collaborate with internal legal, tax, credit, and investment teams to synthesize complex financial, legal, and planning considerations into actionable client strategies.
- Manage the client advisory journey from initial engagement through proposal development, implementation, and ongoing support—ensuring a cohesive and high-touch experience throughout.
Wealth Planning & Legal Advisory
- Provide advanced consultative guidance on estate planning, trust administration, philanthropic strategies, and business succession goals for UHNW clients and Family Offices.
- Review and interpret complex trust and estate documents; field questions surrounding trust and estate administration for clients and internal partners.
- Collaborate with internal legal, tax, and advisory teams to deliver integrated, comprehensive wealth planning solutions.
- Surface and escalate complex legal and planning issues to appropriate stakeholders, ensuring sound risk decisions aligned with the firm's compliance and regulatory standards.
Relationship Collaboration
- Interact, negotiate, and influence at senior levels of the organization as well as with high-profile clients to advance business development and client satisfaction goals.
- Represent the firm in related trust, estate and tax related business associations or events to strengthen brand presence and expand professional networks.
- Stay current on business, cultural, economic, and legal trends within the UHNW community to maintain credibility and relevance with prospects and clients.
Risk Management & Compliance
- Make sound risk decisions aligned with the business unit's risk appetite and applicable regulatory standards.
- Surface issues and provide feedback to corporate leadership to support continuous improvement in UHNW sales strategy and execution.
Qualifications
Required
- Juris Doctorate from an ABA-accredited law school; active license to practice law in Texas and eligible to practice in-house.
- Minimum of 10 years of experience representing clients on sophisticated estate planning, trust administration, and private wealth matters.
- Demonstrated ability to interact and influence at senior organizational levels and with high-profile, UHNW clients.
- Advanced consultative skills across estate planning, philanthropic giving, and business succession strategies.
- Excellent interpersonal and communication skills with the ability to engage effectively with prospects, internal partners, senior leadership, and UHNW families and Family Offices.
Preferred
- Bachelor's degree in business, finance, economics, or a related field in addition to JD.
- Proficiency in MS Office products (Teams, Word, Excel, PowerPoint), and Luminary.
- Familiarity with cross-border wealth planning, international tax considerations, and Family Office structures.
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.Texas Capital is an Equal Opportunity Employer.