Texas Capital

Senior Relationship Strategist – UHNW & Family Office

Texas Capital

2 days ago
Dallas, TX
Onsite
Full Time
Senior
0 applicants
Texas Capital
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About this role

The Senior Relationship Strategist at Texas Capital focuses on acquiring Ultra High Net Worth and Family Office clients by identifying prospects, building pipelines, and collaborating with internal teams. The role emphasizes strategic engagement with wealthy clients, prospecting, and representing the bank in the community to grow the bank's specialized client base.

Skills

Qualifications

Bachelor’s degree in business, finance, economics, or related fieldMinimum of five years of UHNW/private banking, commercial banking, or relevant business development experienceProficiency in CRM systems (Salesforce preferred)Bilingual (English/Spanish)
Texas Capital

About Texas Capital

texascapitalbank.com

Bank boldly with Texas Capital.

About Texas Capital

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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