Strategist

• 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

Senior Wealth Strategist

• Run and maintain the asset/liability model monthly to forecast the Bank’s net interest income and market value profile
• Review and recommend changes for model inputs including spread assumptions, cash flow structure, maturity ladders, optionality, credit, forecasts, deposit decay, prepayments, and accounting adjustments
• Document and maintain historical assumptions databases, methodologies, data sources, and validation procedures
• Design and build analytical and reporting capabilities, including dashboards and automated reporting
• Collaborate with lines of business, finance, operations, accounting, and other functional areas to enhance balance sheet forecasting and provide strategic insights
• Communicate complex financial issues to senior Treasury and Finance managers, audit, and model risk management
• Support capital planning, stress-testing, liquidity modeling and analysis, funds transfer pricing methodology, and downstream data processes
• Maintain compliance with regulatory requirements, model governance frameworks, and internal control standards

Corporate Treasury Strategist

• Support the articulation and communication of AT&T Digital’s business strategy by developing clear, compelling narratives for senior executive and Board-level audiences
• Coordinate executive presentations, business reviews and strategic updates, ensuring messaging is concise, consistent and aligned with leadership direction, Digital priorities and AT&T’s broader business objectives
• Synthesize complex business, customer, operational, financial and technology information into executive-level insights, recommendations and decision-ready materials
• Connect Digital’s initiatives and transformation progress to established KPIs, customer outcomes and business performance, clearly communicating results, risks, dependencies and opportunities
• Partner with Digital leaders and subject-matter experts to integrate cross-functional inputs into a cohesive view of the organization’s strategy and execution
• Support and project-manage priority initiatives as directed by the Director–Chief of Staff, establishing clear deliverables, milestones, owners and success measures while tracking progress and executive commitments
• Surface emerging themes, gaps and matters requiring leadership attention, providing insights and recommendations to help inform decisions and strengthen execution
• Build alignment and accountability across Digital and its enterprise partners by facilitating collaboration and influencing teams without direct authority
• Maintain high standards for message clarity, data integrity, presentation quality and confidentiality

Principal Business Strategist – Digital

• Oversee paid social, search and retail media campaigns including budgeting, pacing and performance monitoring.
• Manage day to day operations across platforms, including optimization, audience targeting, bidding and placements.
• Build and run retail media programs on Amazon Ads and Walmart Connect.
• Align retail media flighting with client promotional calendars, retailer resets, seasonal windows and distribution changes.
• Maintain reporting dashboards that support planning and optimization.
• Partner with creative and content teams so media strategy and assets stay connected.
• Translate retailer and category data into media recommendations that move units.
• Manage keyword strategy, share of voice and competitive conquesting at the item level.
• Monitor product-level performance and adjust investment accordingly.
• Support joint business planning and trade conversations with media-backed rationale.
• Track retailer platform changes and bring KEN and clients ahead of them.
• Monitor and analyze campaign performance across digital, retail media and offline channels.
• Build and present performance reporting with clear insights and recommendations.
• Use A/B testing, incrementality and attribution modeling to sharpen strategy and lift KPIs.
• Connect retail media outcomes back to full-funnel performance.
• Deliver client-facing strategic recommendations grounded in performance data and category trends.
• Build strong relationships with clients across marketing, sales and shopper teams.
• Serve as a trusted day-to-day contact who anticipates needs and brings ideas proactively.

Strategist jobs in Texas

Senior Wealth Strategist

Corporate Treasury Strategist

Principal Business Strategist – Digital

Senior Media Strategist