Sr. Relationship Manager Corporate - Fintech Banking

Texas Capital Bank; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings with 401K match

Paid time off / PTO

Job summary

Texas Capital Bank is seeking a relationship-driven Fintech banker to expand our lending, investment banking and treasury platform for high-growth fintech clients. You will manage senior client relationships within the Financial Industries Group and originate new business across our full-service platform.

The role requires deep fintech and capital markets knowledge, strong credit and analytical skills, and a proven sales track record.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics or related field/experience; advanced degree or certification preferred.
• Minimum of 5 years of relevant industry and product experience.
• Strong understanding of the fintech industry, capital markets, credit and lending principles, financial analysis, modeling and risk management.
• Excellent analytical skills with the ability to evaluate complex financial data with an understanding of transaction structures and legal documentation.
• Results-oriented with demonstrated business origination/sales experience, well-developed business connections, and strong track record of delivering against business unit and company goals.
• FINRA 63 and 79 preferred, or required within 120 days.

Responsibilities

• Client Relationship Management: Manage a portfolio of high growth Fintechs, serving as the primary contact for C‑suite executives, managing principals and decision makers.
• Business Development: Lead a calling effort focused on originating new relationships and contributing to the group’s lending, deposits and fee goals.
• Tailored Solutions: Develop customized solutions based on client needs, leveraging industry knowledge and market insights.
• Product Collaboration: Partner with internal teams to cross‑sell solutions that drive multi‑product relationships versus transactions.
• Risk and Credit Oversight: Work closely with credit teams and other internal stakeholders to structure, underwrite, and monitor transactions.
• Mentorship: Mentor analysts and associates, providing guidance on technical skills, client management, and professional growth.
• Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
• Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.

Skills

5+ years experience

Fintech knowledge

Capital markets

Financial analysis

Risk management

Sales experience

FINRA 63/79

Education

Bachelor's degree

Advanced degree or certification preferred

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‑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.

Brief Overview of Position

The Texas Capital Fintech business is a growing platform covering high growth disruptors ranging from next‑gen banking and lending, to payments and embedded financial services, and the underlying financial infrastructure. Clients and prospects in scope include public companies with mature capital market needs, late‑stage companies evaluating their strategic paths forward and early‑stage startups that are building their platforms. Reporting within the Financial Industries Group (FIG), this relationship‑driven role will partner across the bank and be accountable for expanding the Fintech coverage efforts and originating new business across our lending, investment banking, and treasury platforms. Types of products pertinent to Fintech include, but are not limited to: asset‑based warehouse and securitization, corporate lending, debt and equity capital markets execution, Treasury and payments solutioning, risk management (hedging), and strategic advisory. The ideal candidate will bring existing industry relationships and a diverse background to advise and sell across our full‑service platform. Location for the role would need to reside in an existing Texas Capital office location, specifically: Dallas, Austin, New York, Chicago, or Los Angeles.

Responsibilities

• Client Relationship Management: Manage a portfolio of high growth Fintechs, serving as the primary contact for C‑suite executives, managing principals and decision makers.
• Business Development: Lead a calling effort focused on originating new relationships and contributing to the group’s lending, deposits and fee goals.
• Tailored Solutions: Develop customized solutions based on client needs, leveraging industry knowledge and market insights.
• Product Collaboration: Partner with internal teams to cross‑sell solutions that drive multi‑product relationships versus transactions.
• Risk and Credit Oversight: Work closely with credit teams and other internal stakeholders to structure, underwrite, and monitor transactions.
• Mentorship: Mentor analysts and associates, providing guidance on technical skills, client management, and professional growth.
• Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
• Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics or related field/experience; advanced degree or certification preferred.
• Minimum of 5 years of relevant industry and product experience
• Strong understanding of the fintech industry, capital markets, credit and lending principles, financial analysis, modeling and risk management
• Excellent analytical skills with the ability to evaluate complex financial data with an understanding of transaction structures and legal documentation
• Results‑oriented with demonstrated business origination/sales experience, well‑developed business connections, and strong track record of delivering against business unit and company goals
• FINRA 63 and 79 preferred, or required within 120 days

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.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies