Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trader - Private Bank

Texas Capital Bank - Richardson

to learn more.Trader page is loaded## Traderlocations: Dallas, TX: Houston, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR105269Texas 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 .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.*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 #J-18808-Ljbffr Texas Capital Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Trader - Private Bank in Dallas, TX vacancy
  • Morgan Stanley Private Bank is seeking a Senior Mortgage Consultant in Dallas, TX. This role focuses on the entire mortgage origination cycle to deliver an excellent client experience. The ideal candidate will have experience in private wealth, strong client relationship... 
    Private

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago
  • A leading financial institution is seeking a Private Client Advisor to drive new client acquisition and enhance client relationships....  ...solutions. Ideal candidates will have extensive experience in private banking and exceptional leadership skills. This position requires... 
    Private

    Bank of America

    Dallas, TX
    2 days ago
  • Goldman Sachs Bank AG in Dallas is seeking a seasoned Underwriting Vice President responsible for guiding underwriting processes and leading transaction execution for Private Bank clients. The role includes comprehensive credit analyses and collaboration with various teams... 
    Private

    Goldman Sachs Bank AG

    Dallas, TX
    2 days ago
  • TwinThread is looking for an Investment Professional to join their U.S. Private Bank team in Dallas, Texas. The role involves executing brokerage trades, managing client relationships, and collaboration with colleagues to provide exceptional service. Required qualifications... 
    Private
    Bank staff

    TwinThread

    Dallas, TX
    4 days ago
  • Bank of America in Dallas is seeking a Treasury Sales Client Officer responsible for delivering integrated treasury solutions to Private Bank clients. This hybrid role involves managing day-to-day client relationships and pursuing treasury revenue streams while providing... 
    Private
    Work experience placement

    Bank of America

    Dallas, TX
    2 days ago
  • The Goldman Sachs Group in Dallas seeks a Mortgage Transaction Manager to deliver a high-touch mortgage experience for Private Wealth Management clients. The role involves managing the mortgage process from origination to closing while ensuring timelines and expectations... 
    Private

    The Goldman Sachs Group

    Dallas, TX
    1 day ago
  • A leading global investment bank is seeking a Mortgage Transaction Manager in Dallas, Texas. In this critical client-facing role, you will ensure a seamless mortgage process for Private Wealth Management clients. Responsibilities include managing client expectations, coordinating... 
    Private

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  • Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing... 
    Private
    Full time

    Texas Capital Bank

    Dallas, TX
    5 days ago
  • TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree... 
    Private

    Aumni

    Dallas, TX
    4 days ago
  • U.S. Private Bank - Investment Professional - Associate We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... 
    Private

    TwinThread

    Dallas, TX
    4 days ago
  •  ...CV Resources is partnering with a well-established private equity firm to identify a skilled Fund Accountant. This role supports day‑to...  ...intercompany transactions, journal entries, and reconciliations Complete bank reconciliations and oversee weekly A/P Maintain electronic files... 
    Private
    Work at office

    CV Resources

    Dallas, TX
    3 days ago
  • $60k - $70k

     ...schedules and work papers. Primary Responsibilities Cash processing and bank reconciliations Record journal entries Maintain general ledger...  ...II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of... 
    Private
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    Dallas, TX
    5 days ago
  •  ...clients worldwide to reach their financial goals through advisorled planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive borrowing and cashmanagement products from Goldman Sachs Bank USA, strategically... 
    Private
    Full time
    Temporary work
    Part time
    Worldwide

    The Goldman Sachs Group

    Dallas, TX
    1 day ago
  •  ...quote loan rates, complete telephone applications, and cross sell bank products. Essential Duties and Responsibilities: Assist loan...  ...southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,... 
    Private

    First Horizon Bank

    Dallas, TX
    2 days ago
  • Morgan Stanley is seeking a Mortgage Consultant in Dallas to provide expert advice and enhance the client experience in home loans. The ideal candidate has 4-8 years of mortgage experience and strong communication skills. You will manage relationships with financial advisors...
    Private

    Dormont Manufacturing Co

    Dallas, TX
    3 days ago
  •  ...Commercial Private Banker LOCATION: Dallas, TX SUMMARY: The Commercial Private Banker is a relationship-focused role responsible...  ...(CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit services, and treasury... 
    Private
    Local area

    BankUnited

    Dallas, TX
    2 days ago
  • 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating in 2026. If you enjoy building relationships and helping develop innovative solutions while... 
    Private
    Full time
    Work experience placement
    Immediate start
    Visa sponsorship

    Chase

    Dallas, TX
    2 days ago
  •  ...Private Client Advisor II Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    2 days ago
  • $60k - $70k

     ...financial statements. The ideal candidate will have a Bachelor's degree, preferably in accounting, and experience in cash processing and bank reconciliations. This position offers a salary range of $60,000-$70,000 and a hybrid work schedule. #J-18808-Ljbffr Gen II Fund... 
    Private

    Gen II Fund Services

    Dallas, TX
    5 days ago
  •  ...operational infrastructure for emerging investment managers, SPVs, and private investment platforms. We combine precision, transparency, and...  .... Cash Management & Reconciliations Perform bank reconciliations, investment reconciliations, and transaction tie... 
    Private

    Harmonious Capital Administration

    Dallas, TX
    5 days ago
  • A leading financial institution seeks a Trader in Dallas, TX. The role requires sourcing, trading, and settling municipal bonds and creatively...  .... The position offers various benefits, including health insurance and a generous 401K plan. #J-18808-Ljbffr Texas Capital Bank

    Texas Capital Bank

    Dallas, TX
    3 days ago
  • Texas Capital Bank Job Opportunity Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise...  ...relevant banking experience required with at least seven years in private banking preferred Required: Bachelor's degree in finance,... 
    Private
    Immediate start

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago
  •  ...and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas...  ...our team, please visit us at Mortgage-Backed Securities (MBS) Trader will be responsible for managing and executing trades of agency... 
    Immediate start
    Day shift

    Texas-Capital-Bank

    Dallas, TX
    1 day ago
  • $61k - $71k

     ...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we...  ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable... 
    Private

    Unavailable

    Dallas, TX
    11 days ago
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do...  ...i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship... 
    Private
    Contract work
    Work at office
    Shift work
    Day shift

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago
  •  ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You... 
    Private

    Chase

    Dallas, TX
    1 day ago
  •  ...Treasury Sales Client Officer At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to... 
    Private
    Work experience placement
    Bank staff
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    4 days ago
  • to learn more.Private Banking Relationship Manager page is loaded## Private Banking Relationship Managerlocations: Dallas, TX: Fort Worth, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR105353Texas Capital is built to help businesses and their leaders... 
    Private
    Interim role
    Local area
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    2 days ago
  •  ...FY27 - Financial Services - Private Client Services - Tax Manager Location: New York Other locations: Anywhere in Region Salary: Competitive...  ...our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance,... 
    Private
    Work experience placement
    Immediate start

    EY

    Dallas, TX
    3 days ago
  • Senior Mortgage Consultant Morgan Stanley Private Bank, National Association ("MSPBNA"), a division within Morgan Stanley Wealth Management, seeks to hire a Senior Mortgage Consultant to support the Morgan Stanley Home Loans team. The role focuses on the entire mortgage... 
    Private

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trader - Private Bank. Be the first to apply!