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Texas Capital Bank

Texas-focused, full-service financial services bank

Private Client Advisor

Full-Time
No salary listed
Senior
Bachelor's, MBA
Houston, TX, USA
In Person
Finance & BankingWealth Management & Financial Advisory
Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • A minimum of seven years of relevant banking experience is required, including at least five years in private banking preferred.
  • A bachelor's degree in finance, economics, accounting, or a related field is required.
  • A minimum of seven years of experience in financial services and five years in private banking is required.
  • Prior experience providing complex investment solutions to affluent or high-net-worth individuals or families is required.
  • The ability to collaborate with and positively influence team members is required.
  • Strong communication skills and experience creating and delivering presentations and written materials are required.
Responsibilities
  • Leverage team specialists, including investment advisors, wealth strategists, financial planners, trust administrators, and banking advisors, to provide interdisciplinary expertise and portfolio management.
  • Generate new clients and manage or quarterback the ongoing client experience while engaging available Private Wealth Advisory resources to deliver a complete wealth management solution.
  • Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience.
  • Serve as chief client strategist by coordinating the team's ongoing communication with the client and orchestrating execution of the client plan while collaborating with subject-matter-expert teammates.
  • Develop perspectives on specific client situations to proactively and effectively select and recommend solutions that resolve issues and meet client objectives.
  • Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts, including asset allocation for managed portfolios, brokerage accounts, deposit and loan or mortgage solutions, basic trust and estate products, and identification of financial and wealth-planning opportunities.
  • Apply continuous prospecting skills to centers of influence, associations, community activities, and internal commercial banking colleagues.
  • Operate effectively in a team-based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates.
Desired Qualifications
  • At least five years of experience in private banking.
  • Prior sales experience.
  • An MBA.

About the company

Texas Capital Bancshares, Inc. acts as the parent company for Texas Capital Bank, providing a full range of banking and financial services in Texas. Its offerings cover commercial banking for businesses, consumer banking, investment banking, and wealth management, delivered through branches and digital channels across Austin, Dallas, Fort Worth, Houston, and San Antonio. The bank uses a mix of its own technology and selected third‑party platforms to support client needs and efficiency, enabling customized financial solutions throughout a client’s life cycle. Its goal is to strengthen its position in the Texas banking market by growing scale and expanding its regional presence while serving commercial, consumer, investment, and wealth clients.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Dallas, Texas

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 8.3% to $335.5 million, with record fee income.
  • Mo Jamous joined July 13, 2026, strengthening AI, data, and security execution.
  • Management repurchased 239,348 shares in Q2 2026, signaling confidence in capital strength.

What critics are saying

  • The April 2026 breach exposed names and Social Security numbers for 86,067 people.
  • Class-action firms are investigating, and reputational damage will pressure client retention through 2026.
  • Regional-bank competitors keep matching digital treasury and AI capabilities, eroding Texas Capital's moat.

What makes Texas Capital Bank unique

  • Big Sky cloud platform gives Texas Capital 250 internal APIs and faster client onboarding.
  • Ranger multi-LLM AI already reaches 80% of employees, powering loan ops and fraud.
  • Texas Capital integrates commercial banking, wealth, and investment banking across Texas metros.

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Benefits

  • Health Insurance
  • Wellness Program
  • Life Insurance
  • Disability Insurance
  • 401(k) Company Match
  • Paid Vacation
  • Paid Holidays
  • Unlimited Paid Time Off

Company News

The Monitor Daily Inc.
Oct 15th, 2026
Rhino USA closes $15MM asset-backed facility with Texas Capital.

Rhino USA closes $15MM asset-backed facility with Texas Capital. The financing fuels strategic inventory investment and working capital optimization as the family-built brand continues its breakout trajectory across national retail channels. Reading Time: 2 mins read Rhino USA, a family-built authority in truck, towing and off-road adventure gear, closed a $15 million asset-backed loan facility with Texas Capital. The financing will be deployed to accelerate strategic inventory investment and optimize working capital as the company continues its rapid national expansion across big-box retail, e-commerce and international markets. "This financing is a vote of confidence in what we've built and where we're headed," Ted Repic, CEO of Rhino USA, said. "We've been on a winning trajectory, and this capital gives us the fuel to sustain that momentum and push even harder. Texas Capital understood our business, our vision and what it takes to win at this level. This collaboration reflects the strength of the platform we've spent ten years building, and we're just getting started." The facility was arranged through Texas Capital's asset-based lending team, whose expertise in growth-stage companies made for a seamless process from diligence to close. Jeremy Bell, COO of Rhino USA, added, "Inventory depth and supply chain agility are how an American brand competes at national scale. This facility lets us invest ahead of demand in inventory, in our U.S. distribution network, and in the people we're hiring in Central Texas and Georgia. The Texas Capital team understood that from day one, and having a Texas-based financial services firm with national reach matters as we keep building here." Grant Weiss, managing director in asset-based lending at Texas Capital, said, "We are proud to support Rhino USA's continued expansion with a financing solution tailored to its needs. As the company continues to scale its operations and broaden its market reach, we look forward to serving as a trusted financial partner in the next phase of its growth." Bell added, "We're only getting started at RhinoWorld. The site sits in a federally designated Opportunity Zone, which we're proud of, and we've already added three new full-time roles there this year." With the Texas Capital facility in place, Rhino USA is positioned to execute aggressively on its retail channel strategy, ensuring the inventory depth, operational flexibility and supply chain strength needed to meet growing demand and expand its presence with major national retailers.

Mondial News
Oct 14th, 2026
Rhino USA lands $15 million funding Boost to accelerate growth and retail expansion.

Rhino USA lands $15 million funding Boost to accelerate growth and retail expansion. Discover more Boost SEO Traffic Rhino USA, a leading provider of innovative insurance solutions, has secured a $15 million asset-backed credit facility in partnership with Texas Capital Bank. This significant financing round is poised to accelerate Rhino's growth trajectory and strengthen its foothold in the competitive retail market. The new capital injection will enable the company to expand its product offerings and enhance its service capabilities, reinforcing Rhino's position as a dominant player in the insurance technology sector. Rhino USA secures major financing to fuel expansion and innovation. Rhino USA has successfully closed a $15 million asset-backed credit facility with Texas Capital Bank, marking a significant milestone in the company's growth trajectory. The financing will be strategically deployed to enhance Rhino's product innovation capabilities, streamline supply chain operations, and bolster its presence across retail markets nationwide. This capital infusion not only solidifies Rhino's position in the competitive outdoor gear sector but also empowers the company to accelerate product development cycles and expand its footprint in key growth channels. Key initiatives supported by this funding include: * Investment in cutting-edge manufacturing technologies to improve product durability and performance * Expansion of distribution networks to increase accessibility for consumers * Scaling marketing efforts aimed at reinforcing brand loyalty and awareness By leveraging this partnership with Texas Capital, Rhino USA is poised to set new industry standards and meet the rising demand for premium outdoor equipment. Discover more Explore History Taste Euro Foods Strategic use of asset-backed facility to enhance market position. With the newly secured $15 million asset-backed facility from Texas Capital, Rhino USA is strategically leveraging its financial assets to bolster operational capacity and fortify its market stance. This infusion of capital provides not just liquidity but also the flexibility to pursue aggressive expansion plans, particularly in retail sectors where Rhino USA aims to deepen its footprint. The facility allows the company to optimize inventory management and accelerate product innovation cycles without overextending traditional credit lines, positioning it for sustainable long-term growth. Key advantages of this financial maneuver include: * Enhanced cash flow management enabling rapid response to market demands. * Improved bargaining power * Risk mitigation * Increased agility to capitalize on emerging retail opportunities and consumer trends. By aligning this facility with its strategic objectives, Rhino USA not only secures a powerful financial backbone but also strengthens its competitive edge in a dynamic marketplace. Expert recommendations for leveraging capital to maximize retail growth. Industry leaders emphasize the strategic use of capital as a catalyst for robust retail expansion. Leveraging asset-backed financing, like Rhino USA's $15 million facility with Texas Capital, provides companies with the financial flexibility to invest in key areas such as inventory optimization, advanced technology integration, and enhanced customer experience initiatives. Experts recommend focusing on targeted deployment of funds to amplify market reach while maintaining operational efficiency, thereby ensuring sustainable growth that adapts to shifting consumer demands. Retail growth also hinges on the ability to innovate and scale effectively. Specialists advise retailers to: * Prioritize data-driven decisions to align capital investments with evolving market trends. * Expand omnichannel capabilities to capture diverse customer segments and improve shopper engagement. * Strengthen supply chain resilience to mitigate disruptions and enhance delivery speed. By harnessing capital strategically, companies can position themselves for accelerated growth and long-term dominance in a fiercely competitive retail landscape. The conclusion. As Rhino USA secures this significant $15 million asset-backed facility with Texas Capital, the company positions itself for accelerated growth and enhanced market presence. With expanded financial resources, Rhino USA is poised to strengthen its retail dominance and continue delivering innovative solutions within its industry. This strategic partnership marks a critical step in the company's trajectory, underscoring its commitment to scaling operations and meeting increasing consumer demand. Discover more advertising A podcast host who engages in thought-provoking conversations.

Minichart
Oct 7th, 2026
W&T Offshore converts $50M credit facility to RBL, raises restricted payments basket to $15M

W&T Offshore has converted its $50 million revolving credit facility into a reserve-based lending facility, effective 1 October 2026. The amendment removes the 75% excess cash flow sweep, quarterly balance repayment requirements, and the $100 million minimum asset coverage covenant. The company increased its annual restricted payments basket by 50% to $15 million, providing greater flexibility for shareholder returns. The facility maintains an initial borrowing base of $50 million with potential expansion to $100 million, subject to lender consent. Interest rate margins, maturity, collateral, and financial covenants remain unchanged, including a maximum net leverage ratio of 2.50x. No amendment fees were charged. CIBC rejoined the bank group with a $10 million commitment. W&T reported total liquidity of approximately $234 million entering the fourth quarter of 2026.

MarketScreener
Oct 5th, 2026
Red Robin completes $115M refinancing after selling 108 restaurants for $89.4M

Red Robin Gourmet Burgers completed refinancing of its secured credit facility on 2 October 2026. The new $115 million facility comprises a $25 million revolving line of credit and a $90 million term loan, maturing in October 2031. The refinancing follows Red Robin's sale of 108 company-owned restaurants to three franchisees for approximately $89.4 million in gross proceeds. An additional eight restaurants are expected to be sold by year-end for $6.6 million, bringing total proceeds to approximately $96 million from 116 restaurants. The move is part of Red Robin's First Choice Plan to strengthen its balance sheet. Chief executive Dave Pace said the new facility provides "a stronger financial foundation" and "greater financial flexibility" to invest in restaurants and support franchise partners. JPMorgan Chase Bank served as administrative agent and collateral agent for the facility.

StreetInsider
Aug 13th, 2026
CB&I upsizes senior secured credit facility to $625M following Asset Solutions acquisition

CB&I, a provider of integrated storage and asset-management solutions, has closed an upsized senior secured credit facility of $625 million, up from $400 million. The expanded facility comprises a $500 million revolving credit facility and a new $125 million Term Loan A, both maturing on 4 December 2028. The additional capacity replenishes cash used to acquire Asset Solutions, previously part of the Petrofac Group, and enhances financial flexibility for future investments. The revolving credit facility remains undrawn at closing, with CB&I having no funded debt outstanding. Citibank led the syndication, which added Goldman Sachs Bank USA and Zions Bancorporation to the lending group. Existing lenders include Truist Securities, National Bank of Canada, Webster Bank, Texas Capital Bank, Crédit Agricole CIB, Wells Fargo, and J.P. Morgan.