Senior Strategist (Full-Time)

Wealth StrategistApply: Dallas, TX: San Antonio, TX: Fort Worth, TX: Houston, TX: Austin, TX: Full time: JR106133Texas Capital is built to help businesses and their leaders. 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. 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 Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer’s trusted advisors, and the like.* Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries.* Participating in Trust Administrative Committee meetings as a valuable and voting member.* Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures.* Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.* Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.* Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors.**Qualifications:*** 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.* Demonstrates expected utilization of Salesforce and drives towards critical metrics.*Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.