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Private Wealth Sr. Portfolio Manager

Dallas - Corporate Headquarters, Texas
Job Type
1 Sep 2022

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


To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:

  • Deep knowledge of Private Wealth and a Commercial Bank perspective including but not limited to credit analysis expertise and a deep understanding of the Private Wealth Industry and the related financial products.
  • Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
  • Responsible for risk rating assessment and periodic relationship reviews
  • Partner with Relationship Manager in credit agreement review and negotiation
  • Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
  • Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.
  • Ownership of policy exception identification
  • Direct and manage portfolio reviews
  • Validate covenant compliance and covenant management
  • Final sign-off and approval, when applicable, on approval requests, document reviews and negotiations. Delegated credit authority may be provided to certain Portfolio Managers depending on level of experience.
  • Ownership of post-approval modifications to ensure accurate reporting of credit exposure
  • Client management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.
  • Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
  • Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
  • Identify cross-sell opportunities
  • Partner with Special Assets Group for credit requests (as needed)
  • Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

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.



  • Bachelor's degree in Finance, Accounting, Commercial Banking or equivalent/relevant program
  • 5+ years' experience in Private Wealth with formal Credit training. Deep understanding of products and deal structures specific to Private Wealth. 
  • Exceptional writing, interpersonal and communication skills
  • Extraordinary levels of motivation and initiative
  • Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization
  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations
  • Ability to live and work in Dallas
  • Proven leadership skills and community involvement
  • Passion for financial services and delivering superior client experiences


Additional Requirements/Skills

  • For the Managing PM role:
    • Ability to effectively support a team of individual contributors, encouraging career development and growth.
    • Prior people management experience is strongly preferred.
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  • Job Reference: 701430507-2
  • Date Posted: 1 September 2022
  • Recruiter: Texas Capital Bank
  • Location: Dallas - Corporate Headquarters, Texas
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent