Sr. Wealth Strategist

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
• 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.

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.

• Serve 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.

• Provide 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 elevate complex legal and planning issues to appropriate stakeholders, ensuring sound risk decisions aligned with the firm's compliance and regulatory standards.

• Interact, 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.