Sr. Wealth Strategist

Texas-Capital-Bank; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building benefits

Life and disability insurance

401K with company match

Paid leave

Paid holidays

Paid time off

Job summary

Texas Capital Bank seeks an experienced Fiduciary Services professional to manage fiduciary administration for assigned accounts and to coordinate among beneficiaries, advisors, and the legal team.

You will exercise judgement on discretionary decisions, monitor risk, and ensure compliance. Collaboration with Trust RMs and private bank partners helps identify new fiduciary opportunities and expand relationships.

Qualifications

• Bachelor’s degree in finance, accounting, real estate, commercial banking or related field.
• Strong communication skills, both verbal and written, to service customers and partners.
• Experience with Salesforce and fiduciary/account management tools preferred.
• Proven ability to manage client relationships and complex accounts.
• Ability to work in a fast-paced, highly collaborative environment.
• Demonstrates initiative, teamwork and problem-solving in fiduciary services.

Responsibilities

• Manage all aspects of fiduciary administration for assigned accounts, coordinating with beneficiaries, advisors, legal and operations.
• Exercise professional judgement in discretionary decisions, assess risk, and interpret governing documents and regulations.
• Collaborate with Trust RMs, Fiduciary Management and Legal to serve beneficiaries’ best interests.
• Participate in Trust Administrative Committee meetings as a voting member.
• Ensure compliance with governing documents, laws and Texas Capital policies.

Skills

Strong communication

Salesforce proficiency

Client relationship management

Team collaboration

Risk management

Attention to detail

Education

Bachelor’s degree in finance, Accounting, Real Estate, Commercial Banking or related field

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.

• 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
• 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‑FortWorth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks.

Responsibilities

• Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer’s trusted advisors, and the like.
• Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies.
• Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries.
• Participating in Trust Administrative Committee meetings as a valuable and voting member.
• Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Delivering timely and high‑quality experience to interactions with customers, prospects, and their trusted advisors.

Qualifications

• Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Bachelor’s degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred Formal Credit training program or equivalent work experience.
• Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
• Resourceful and able to take initiative.
• Collaborates with and assists other Trust Relationship Managers.
• Effective team player with the ability to work in a fast‑paced, highly collaborative environment.
• Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources.
• Strong ability to develop, cultivate and maintain client relationships with increased complexity.
• Strong ability to interact, negotiate and influence at more senior levels of the organization.
• Demonstrates expected utilization of Salesforce and drives towards critical metrics.

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.