Senior Fiduciary Wealth Strategist

Texas Capital Bank; Dallas (TX); Hybride; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

Health insurance

Wellness program

Fertility benefits

401K match

Paid time off

Résumé du poste

Texas Capital Bank seeks a Senior Wealth Strategist to oversee fiduciary administration for high‑value accounts, coordinating among beneficiaries, advisors, and legal teams. The role emphasizes discretionary decision-making, risk management, and compliance with governing documents and applicable laws.

Eligible candidates will have extensive fiduciary experience, strong client relationship skills, and the ability to collaborate with Trust RMs and Private Bank partners to expand relationships.

Qualifications

• Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Strong communication skills, both verbal and written, to service clients and internal partners.
• Proven ability to develop and maintain complex client relationships and collaborate with senior stakeholders.

Responsabilités

• Manage all aspects of fiduciary administration for assigned accounts, coordinating among beneficiaries, advisors, and legal/operations teams.
• Exercise professional judgement in discretionary decisions, manage risk, and ensure compliance with governing documents and laws.
• Participate in Trust Administrative Committee meetings as a voting member and support private banking partners in fiduciary opportunity development.
• Deliver timely, high-quality experiences in interactions with customers, prospects, and advisors.

Connaissances

Trust administration

Relationship management

Communication

Team player

Formation

Bachelor’s degree in finance, accounting, real estate, commercial banking or related field

Outils

Salesforce

Description du poste

Texas Capital Bank seeks a Senior Wealth Strategist to oversee fiduciary administration for high‑value accounts, coordinating among beneficiaries, advisors, and legal teams. The role emphasizes discretionary decision-making, risk management, and compliance with governing documents and applicable laws.

Eligible candidates will have extensive fiduciary experience, strong client relationship skills, and the ability to collaborate with Trust RMs and Private Bank partners to expand relationships.