Trader - Private Bank

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 Go Banking Rate 's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at

Responsibilities:

Source, Trade and Settle municipal bonds for portfolio managers.

Creatively trade option strategies for SMA accounts.

Model and trade equities for discretionary and non discretionary strategies.

Work alongside our custodial partners and street brokers for best execution.

Update and maintain various discretionary models; run drift reports.

Work with investment team to assist with educating the advisory team for ongoing client dialogue.

Serve as a resource for all markets and advisors regarding current investment ideas, market color and themes related to non-discretionary and discretionary strategies.

Qualifications:

Required:

Bachelor's degree in finance, economics, accounting or related field or 10+ years experience trading markets.

At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred.

Understanding of equities, municipal bonds and exchange traded options.

Ability to collaborate with and positively influence team members.

Strong communications and written skills.

Keen attention to detail on a consistent basis.

Prefer OMS system experience in EZE, Charles River, or similar system.

Preferred:
Series 65 licensed (or able to obtain in first 90 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.