Market Leader, Private Wealth (South)

About the Role

Texas Capital is seeking a seasoned leader to drive regional revenue growth and manage a team of Private Wealth professionals. This role is responsible for acquiring new UHNW/HNW client relationships, deepening existing ones, and expanding wallet share across various financial services. The ideal candidate will have a proven track record of growing a private wealth business and managing complex client relationships.

Responsibilities

• Drive regional revenue growth through new client acquisition, relationship deepening, and wallet share expansion across investment management, banking, lending, and trust & estate services.
• Establish and execute a disciplined business development strategy aligned with the firm's national Private Wealth growth objectives.
• Serve as a senior relationship manager for a select portfolio of the region's most complex and significant client relationships.
• Partner with Commercial Banking, Corporate & Investment Banking, and Retail Banking to generate referrals and cross-bank opportunities.
• Lead, mentor, and develop a regional team of Private Client Advisors, Investment Advisors, and Juniors, fostering a high-performance culture.
• Recruit, retain, and develop top-tier Private Wealth talent to build a competitive and sustainable team.
• Ensure the delivery of a differentiated, white-glove client experience consistent with the firm's Private Wealth brand promise.
• Oversee the development and execution of comprehensive wealth plans tailored to UHNW/HNW clients' needs.
• Develop and execute the regional business plan, including revenue targets, headcount planning, and market expansion strategies.
• Monitor regional financial performance, pipeline activity, and key metrics; provide regular reporting to senior leadership.

Qualifications

• 15+ years of progressive experience in private wealth management, investment management, or a related financial services field.
• 5+ years of demonstrated leadership experience managing wealth management teams.
• Proven track record of growing a private wealth business and managing UHNW/HNW client relationships.
• Deep knowledge of investment management, trust & estate services, tax strategies, credit/lending solutions, and financial planning.
• FINRA Series 7 and Series 66 (or equivalent) licenses required; additional licenses may be required based on role scope.
• Strong executive presence with exceptional communication, presentation, and negotiation skills.
• Bachelor's degree required.

Preferred Qualifications

• CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPWA (Certified Private Wealth Advisor) designation.
• MBA or JD a plus.
• Existing network of UHNW/HNW client relationships and COI (Centers of Influence) in the region.
• Experience operating within a bank-affiliated or trust company wealth platform.

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.