Relationship Manager - Technology Client Coverage
Apply NowCompany: Texas Capital Bank
Location: Dallas, TX 75217
Description:
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works 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, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities:
Qualifications:
Training:
Education:
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.Texas Capital is an Equal Opportunity Employer.
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, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities:
- Report to TMT Sector Head; Initiate, build, and sustain a portfolio of high-growth venture/private equity-backed technology companies.
- Manage a significant portfolio of existing high-growth technology clients.
- Demonstrate deep sectorial knowledge and ability to function as a subject matter expert in order to build our brand and presence in the technology finance ecosystem.
- Develop and execute a client acquisition strategy by covering venture/private equity funds as well as identified technology prospects on a national basis.
- Client Relationship Management: Manage a portfolio of corporate clients, serving as the primary contact for C-suite executives and decision-makers.
- Tailored Solutions: Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.
- Business Development: Drive growth by identifying new opportunities and deepening relationships within the existing client base.
- Product Collaboration: Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services.
- Risk and Credit Oversight: Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
- Mentorship: Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
- Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
- Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
- Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.
- Team Leadership: Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success.
Qualifications:
- Experience: 10+ years in corporate or commercial banking with a proven track record of relationship management and portfolio growth.
- Leadership: Experience mentoring junior team members and fostering a high-performing, inclusive environment.
- Skills: Strong expertise in corporate finance, credit analysis, and strategic advisory.
Training:
- FINRA 6, 63 and 79 required within 120 days
Education:
- Bachelor's degree in finance, accounting, business, or a related field.
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.Texas Capital is an Equal Opportunity Employer.