Full-Time
Market Leader
Private Wealth, South
Texas Capital Bank
1,001-5,000 employees
Texas-focused, full-service financial services bank
No salary listed
Company Does Not Provide H1B Sponsorship
Houston, TX, USA
In Person
Bachelor's, MBA, JD
 Finance & Banking (1) |
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- The candidate must have 15 or more years of progressive experience in private wealth management, investment management, or a related financial services field.
- The candidate must have at least 5 years of demonstrated experience managing wealth management teams.
- The candidate must have a proven track record of growing a private wealth business and managing ultra-high-net-worth and high-net-worth client relationships.
- The candidate must have deep knowledge of investment management, trust and estate services, tax strategies, credit and lending solutions, and financial planning.
- The candidate must hold FINRA Series 7 and Series 66 licenses, or equivalent licenses; additional licenses may be required based on role scope.
- The candidate must have executive presence with strong communication, presentation, and negotiation skills.
- The candidate must have a bachelor's degree.
- Drive regional revenue growth by acquiring new ultra-high-net-worth and high-net-worth client relationships, deepening existing relationships, and expanding wallet share across investment management, banking, lending, and trust and estate services.
- Establish and execute a business development strategy aligned with the firm's national Private Wealth growth objectives.
- Serve as a senior relationship manager for a select portfolio of complex and significant regional client relationships.
- Partner with Commercial Banking, Corporate and Investment Banking, and Retail Banking to generate referrals and cross-bank opportunities.
- Lead, mentor, and develop a regional team of Private Client Advisors, Investment Advisors, and Juniors.
- Recruit, retain, and develop Private Wealth talent to build a competitive and sustainable team.
- Set performance expectations, conduct coaching conversations, and manage team performance in alignment with firm standards.
- Champion continuous learning, professional development, and adherence to the firm's values.
- Ensure delivery of a differentiated client experience consistent with the firm's Private Wealth brand promise.
- Oversee comprehensive wealth plans for ultra-high-net-worth and high-net-worth clients, including investment management, tax planning, estate planning, philanthropy, and banking.
- Resolve escalated client concerns.
- Maintain a visible presence in the regional market through client events, community involvement, and thought leadership.
- Develop and execute the regional business plan, including revenue targets, headcount planning, and market expansion strategies.
- Monitor regional financial performance, pipeline activity, and key metrics, and provide regular reporting to senior leadership.
- Ensure compliance with regulatory requirements, internal policies, and risk management frameworks.
- Partner with Operations, Technology, and Compliance teams to improve client experience and operational efficiency.
- A CFP, CFA, or CPWA designation is preferred.
- An MBA or JD is preferred.
- An existing network of ultra-high-net-worth and high-net-worth client relationships and Centers of Influence in the region is preferred.
- Experience operating within a bank-affiliated or trust company wealth platform is preferred.
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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