Regional Director- Private Wealth Advisors

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 ’ 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 .

Brief Overview of Position

The Regional Managing Director, Private Wealth Advisors plays a critical and central role in the Texas Capital Bank (TCB) Private Wealth group.

This role will lead a team of wealth management professionals within a specific region, ensuring the team executes on our strategic and operational plans to meet our business goals.

Responsibilities

• Effectively manages and oversees team delivery of wealth management services and solutions to build trusted client relationships with the goal of long-term retention
• Provides support and guidance to the team, including review / development of proposals and presentations, for new business opportunities with prospective clients
• Lead pipeline management routines with teams and coach on pipeline execution
• Manage unique needs identified in high-growth projected market as determined by senior leadership
• Evaluation of client base for proper alignment; conduct risk analysis for an assigned book of business on a regular basis to increase client retention and identify missed or new opportunities
• Drives an enterprise mindset and referral activity across disciplines
• Help attract, retain, and develop a high-performing team within consistent processes and delivery

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.

Qualifications

• Undergraduate degree required; MBA preferred
• 15+ years of experience in Financial Services required; experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax, and identification / implementation of additional wealth planning opportunities preferred
• Minimum ten years’ experience in a leadership role
• FINRA Series 7, 66 and 24 licenses required, or will need to be secured within 180 days of employment.
• Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add to the overall organizational infrastructure and governance
• Ability to engage at the senior management level and demonstrated communication experience at different levels of the organization.
• Proficient in Salesforce and MS Office products (Outlook Teams, Word, Excel, PowerPoint).
30+ days ago