Senior Wealth Strategist
About the job
- A Juris Doctorate from an ABA-accredited law school, an active license to practice law in Texas, and eligibility to practice in-house.
- At least 10 years of experience representing clients in sophisticated estate planning, trust administration, and private wealth matters.
- Ability to interact with and influence senior organizational leaders and high-profile ultra-high-net-worth clients.
- Advanced consultative skills in estate planning, philanthropic giving, and business succession strategies.
- Interpersonal and communication skills to engage effectively with prospects, internal partners, senior leadership, ultra-high-net-worth families, and Family Offices.
- Proficiency in Microsoft Office products, including Teams, Word, Excel, and PowerPoint, and Luminary.
- Familiarity with cross-border wealth planning, international tax considerations, and Family Office structures.
- Serve as a trusted advisor to ultra-high-net-worth clients, Family Offices, entrepreneurs, and family enterprises, guiding them through complex estate planning, business succession, and philanthropic decision-making.
- Partner with Private Client Advisors, Relationship Managers, and product specialists to develop and deliver integrated wealth planning solutions tailored to client objectives and circumstances.
- Provide advanced consultative guidance on estate planning strategies, trust structures, business succession planning, and philanthropic giving aligned with clients’ long-term goals.
- Facilitate client transitions and continuity of advisory relationships, coordinating communication and support from prospect engagement through ongoing relationship management.
- Collaborate with internal legal, tax, credit, and investment teams to synthesize financial, legal, and planning considerations into actionable client strategies.
- Manage the client advisory journey from initial engagement through proposal development, implementation, and ongoing support.
- Provide consultative guidance on estate planning, trust administration, philanthropic strategies, and business succession goals for ultra-high-net-worth clients and Family Offices.
- Review and interpret trust and estate documents, and address questions about trust and estate administration from clients and internal partners.
- Collaborate with internal legal, tax, and advisory teams to deliver integrated wealth planning solutions.
- Escalate complex legal and planning issues to appropriate stakeholders and ensure risk decisions align with the firm’s compliance and regulatory standards.
- Interact, negotiate, and influence at senior organizational levels and with high-profile clients to advance business development and client satisfaction.
- Represent the firm at trust, estate, and tax-related business associations or events to strengthen brand presence and expand professional networks.
- Stay current on business, cultural, economic, and legal trends within the ultra-high-net-worth community.
- Make sound risk decisions aligned with the business unit’s risk appetite and applicable regulatory standards.
- Surface issues and provide feedback to corporate leadership to support continuous improvement in ultra-high-net-worth sales strategy and execution.
- A bachelor's degree in business, finance, or economics in addition to the Juris Doctorate.
- Familiarity with cross-border wealth planning, international tax considerations, and Family Office structures.
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'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
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.
Texas Capital Bancshares reported second-quarter results that exceeded Wall Street expectations. Revenue rose 8.3% year on year to $335.5 million, beating analyst estimates of $333.5 million. The regional banking firm posted adjusted earnings of $1.88 per share, surpassing consensus estimates of $1.86 by 1.3%. Net interest income reached $260.4 million, though this fell slightly short of analyst projections of $262.9 million. The company's net interest margin came in at 3.3%, missing estimates of 3.4%. Its efficiency ratio was 61.3%, compared with analyst expectations of 59.9%. Over the past two years, Texas Capital Bank has achieved annualised revenue growth of 12.6%, an acceleration from its five-year compound annual growth rate of 5.8%. Net interest income accounts for 84.1% of total revenue over the last five years.
Texas Capital Bancshares has appointed Mo Jamous as managing director and chief digital and information officer, effective immediately. Jamous will oversee the firm's technology strategy, including infrastructure, enterprise architecture, application development, data platforms, AI enablement, and information security. He joins from U.S. Bank, where he served as chief information officer for consumer, business banking, and AI/ML technologies. Previously, Jamous was head of global digital technologies at BBVA, leading the bank's digital transformation. Jamous will report to chairman, president, and CEO Rob C. Holmes and serve on the firm's operating council. Holmes said Jamous would strengthen the technology platform and drive innovation to support strategic objectives.
Texas Capital appoints Mo Jamous as Chief Digital and Information Officer. Published on Jul 13, 2026 DALLAS - July 13, 2026 - Texas Capital names Mo Jamous as Chief Digital and Information Officer to lead the firm's technology strategy and organization, including infrastructure, enterprise architecture, application development, data platforms, artificial intelligence (AI) enablement and information security.
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