Relationship Manager, FIG Asset Management Services (Fund Finance)

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:

• Client Relationship Management: Manage a portfolio of asset manager and fund clients, serving as the primary contact for C-suite executives, managing principals and decision makers.
• Business Development: Lead a calling effort focused on fund finance relationships, including subscription lending, NAV transactions, and other bespoke solutions for private equity, private credit, and other alternative asset managers. Coverage efforts will be focused on Texas but with a national mandate.
• Tailored Solutions: Develop customized solutions based on client needs, leveraging industry knowledge and market insights.
• Product Collaboration: Partner with internal teams to cross-sell products such as treasury management, with a particular focus on capital markets and other investment banking services.
• Risk and Credit Oversight: Work closely with credit teams and other internal stakeholders to structure, underwrite, and monitor transactions.
• Mentorship: Mentor analysts and associates, providing guidance on technical skills, client management, and professional growth.
• 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 as a senior member of the Asset Management Services team and the wider FIG vertical within the Corporate & Investment Bank.

• Qualifications:

• Experience: 10+ years in investment banking, corporate banking, or private credit with a proven track record of transaction expertise, relationship management and portfolio growth. 5+ years of fund finance or other relevant FIG-related experience highly preferred.
• 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 63 and 79 required within 120 days

Education:

• Bachelor’s degree in finance, accounting, business, or a related field.
• Ideal candidate would hold an MBA, other advanced degree or CFA designation.
   

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.