Overview

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities

• Work in partnership and collaboration with private client advisors to position and deliver planning resources for wealth management clients and prospects
• Primary responsibility will be with PWA teams in south and central Texas, but should be willing to support other markets as circumstances require
• Consult with PWA clients and prospects about their estate planning, philanthropic and business succession goals and guide them through planning structures that may achieve those goals
• Coordinate engagement of PWA clients with outside tax and estate planning legal counsel, as desired by client
• Assist private client advisors with business development efforts related to PWA opportunities
• Work, in conjunction with PWA planning team, to develop timely internal and external communications related to various planning topics
• Engage with estate planning community as part of business development for PWA

• Support trust officers with review of trust and estate documents and questions surrounding trust and estate administration

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• JD. required
• Prior private legal practice experience representing clients on sophisticated estate planning matters required
• Public speaking experience on estate planning topics strongly preferred