Senior Wealth Strategist

• Manage all aspects of fiduciary administration for assigned accounts, including serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers' trusted advisors, and others.
• Exercise professional judgment when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies.
• Work with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of beneficiaries.
• Participate in Trust Administrative Committee meetings as a valuable and voting member.
• Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Manage specialized fiduciary account opening, closing, maintenance, money movement, and support for investment management accounts.
• Coordinate opening and closing accounts, money movement, and account maintenance.
• Deliver timely and high-quality experiences in interactions with customers, prospects, and their trusted advisors.

• 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.
• Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
• Texas Capital is an Equal Opportunity Employer.

Demonstrates extensive experience in fiduciary administration, compliance with regulations, and effective relationship management. Proficient in collaborating with diverse stakeholders and delivering high-quality client experiences.

• Fiduciary Administration
• Trust Relationship Management
• Compliance Management
• Client Relationship Development
• Salesforce Utilization

• Fiduciary Services
• Financial Analysis
• Risk Management
• Account Maintenance
• Investment Management
• Discretionary Decision Making
• Regulatory Interpretation
• Credit Training
• Document Management
• Money Movement

• Strong Communication Skills
• Resourcefulness
• Team Collaboration
• Initiative
• Negotiation Skills

• Trust Company
• Financial Institution
• Texas Capital Policies
• Governing Documents
• Trust Administrative Committee

• Salesforce