Senior Wealth Strategist

Texas Capital

. Manage all aspects of fiduciary administration for assigned accounts .

Posted 10/1/2026full-timeDallas • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in fiduciary administration, compliance with regulations, and relationship management within financial institutions. Proficient in managing complex fiduciary accounts and collaborating with various stakeholders to deliver high-quality client experiences.

Highest-signal resume keywords

Fiduciary AdministrationClient Relationship ManagementCompliance with RegulationsSalesforce UtilizationTrust Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary ServicesAccount MaintenanceInvestment ManagementRisk ManagementFinancial Analysis

Soft Skills

Strong Communication SkillsResourcefulnessCollaborationNegotiationInitiative

Tools & Technologies

Salesforce

Certifications & Qualifications

Formal Credit Training

Industry Keywords

Trust CompanyFinancial InstitutionTexas Capital PoliciesGoverning DocumentsTrust Administrative Committee

About the role

Key responsibilities & impact

Manage all aspects of fiduciary administration for assigned accounts
Serve as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers’ trusted advisors, and others
Exercise professional judgment when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies
Work with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of beneficiaries
Participate as a valuable and voting member in Trust Administrative Committee meetings
Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures
Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships
Manage specialized fiduciary account opening, closing, maintenance, and money movement
Support investment management accounts, including coordination of opening and closing accounts, money movement, and account maintenance
Deliver timely and high-quality experiences to customers, prospects, and their trusted advisors

Requirements

What you’ll need

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
Resourceful and able to take initiative
Ability to collaborate with and assist other Trust Relationship Managers
Ability to work in a fast-paced, highly collaborative environment
Ability to manage competing responsibilities, anticipate business needs, and access necessary tools and resources
Strong ability to develop, cultivate and maintain client relationships with increased complexity
Strong ability to interact, negotiate and influence at more senior levels of the organization
Demonstrates expected utilization of Salesforce and drives towards critical metrics

Benefits

Comp & perks

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
Paid time off (PTO)