Sr. Private Client Advisor

Texas Capital Bank; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate new clients, coordinate interdisciplinary experts, and deliver comprehensive wealth solutions to affluent individuals and families.

In this role you remain the primary relationship owner for your portfolio, guiding client plans, communicating with the team, and identifying investment, banking, mortgage, and trust opportunities.

Qualifications

• Minimum 10 years relevant banking experience; 7+ years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFPP preferred.
• Prior sales experience required.
• Ability to collaborate with and influence team members.
• Strong communications and presentation skills.

Responsibilities

• Generate new clients and manage the ongoing client experience while engaging interdisciplinary experts to deliver wealth management solutions.
• Remain the ongoing relationship manager for a specific portfolio of clients and ensure an extraordinary experience.
• Coordinate team communication with clients and execute the client plan with subject matter experts.
• Develop perspectives on client situations to proactively identify and recommend financial and wealth planning solutions.
• Demonstrate knowledge of investments, banking, mortgage, planning and trust concepts.
• Prospect through COIs and community involvement; work with private banking colleagues.
• Foster a collaborative, team-based environment and mentor junior team members.

Skills

Communication skills

Presentation skills

Team collaboration

Sales experience

Education

Bachelor’s degree in finance/economics/accounting

MBA/CFA/CFPP preferred

Tools

CRM systems

Job description

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.ResponsibilitiesLeverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experiencePerform the role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunitiesDemonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associatesThe 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.QualificationsMinimum 10 years relevant banking experience required with at least seven years in private banking preferredRequired: Bachelor’s degree in finance, economics, accounting or related fieldPreferred: MBA, CFA or CFPPrior experience providing complex investment solutions to affluent or high net worth individuals or familiesPrior sales experience requiredAbility to collaborate with and positively influence team membersStrong communications skills and experience creating and delivering presentations and written materialsThe 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.