Sr. Wealth Strategist

Texas Capital Bank; Houston (TX); On-site; USD 170,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks an experienced attorney to advise UHNW clients and Family Offices on sophisticated estate planning, trust administration, and private wealth matters. The role partners with Private Client Advisors, Relationship Managers, and product specialists to tailor comprehensive wealth plans.

Responsibilities include guiding clients through complex planning, facilitating transitions, and aligning strategies with long-term goals, while ensuring regulatory compliance and risk

Qualifications

• Juris Doctorate with active Texas license or eligibility for in-house practice

Responsibilities

• Advise UHNW clients, Family Offices, entrepreneurs on estate planning, business succession, and philanthropic decisions.

Skills

UHNW client management

Estate planning

Trust administration

Business succession

Philanthropy strategies

Cross-functional collaboration

Education

Juris Doctorate (JD) from ABA-accredited law school

Tools

Luminary

MS Office (Teams, Word, Excel, PowerPoint)

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.ResponsibilitiesAdvisory, Partnership & Client ExperienceServe 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 AdvisoryProvide 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 CollaborationInteract, 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 & ComplianceMake 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.QualificationsRequiredJuris 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.PreferredBachelor'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.