Senior Relationship Strategist – UHNW & Family Office

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Senior Relationship Strategist – UHNW & Family Office page is loaded## Senior Relationship Strategist – UHNW & Family Office locations:
Dallas, TXtime type:
Full time posted on:
Posted Todayjob requisition :
JR105037

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
* The Dallas Morning News*’ Dallas-Fort Worth metroplex Top Workplaces 2023 and Go Banking Rate ’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .
** Brief Overview
** The Senior Relationship Strategist is responsible for driving UHNW and Family Office client acquisition within the specialized market by identifying prospective clients whose financial needs align with the bank’s capabilities. This role emphasizes proactive prospecting, strategic collaboration with internal partners, and thoughtful engagement with business leaders, entrepreneurs, and multigenerational families.

The SRS plays a critical role in building a robust pipeline, advancing opportunities, and ensuring seamless handoff to Private Client Advisors, Relationship Managers, and Wealth Advisors once opportunities are fully developed.

SRS team members uphold a culture of disciplined sales execution, strong risk management, and adherence to compliance standards while representing the bank within the community.
** Responsibilities
* ** Ensure disciplined prospect coverage through structured calling efforts, a deep understanding of UHNW clients’ strategic and financial objectives, and collaboration with product partners to identify opportunities to deliver the full capabilities of the bank.
* Develop and maintain a robust UHNW prospect acquisition pipeline focused on specialized entrepreneurs, family enterprises, real estate owners, and cross‐border families.
* Effectively transfer qualified opportunities to Private Client Advisors, Relationship Managers and Private Bankers for onboarding and long‐term relationship management.
* Embrace the firm’s Sales Excellence framework to ensure consistent prospect engagement and alignment with product partners in delivering tailored UHNW banking, lending, investment, and family office solutions.
* Demonstrate a natural disposition toward achieving production goals, calling metrics, and pipeline development expectations.
* Maintain strong knowledge of private banking products, credit structures, wealth planning concepts, financial markets, and relevant regulatory considerations.
* Stay current on business, cultural, and economic trends within the specialized UHNW community to enhance relevance and credibility with prospects.
* Surface issues and provide feedback to appropriate corporate leaders to support continuous improvement in UHNW sales strategy and execution.
* Represent the bank in  business associations, community organizations, and events to strengthen brand presence and expand networks.
** Qualifications
* ** Bachelor’s degree in business, finance, economics, or related field/experience.
* Minimum of five years of…