Vice President, Consumer Product Strategy - Wealth & Investment Products (Dallas)

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Vice President, Consumer Product Strategy - Wealth & Investment Products

Apply locations Richardson, TX Dallas, TX time type Full time posted on Posted 2 Days Ago job requisition id JR104139

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 peoples 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 GoBankingRates 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .

Overview:

We are seeking an experienced Vice President of Consumer Product Strategy to lead the development and execution of our wealth and investment product portfolio. This strategic leadership role will drive the creation of innovative financial solutions that meet evolving customer needs while delivering sustainable business growth. The ideal candidate will combine deep product expertise with strong business acumen to shape our wealth management offerings and go-to-market strategies.

Responsibilities:

• Develop and execute comprehensive product strategies for wealth and investment solutions, from ideation through launch and lifecycle management

• Lead business case development including market analysis, competitive positioning, financial modeling, and ROI projections

• Design and implement pricing strategies that balance competitive positioning, profitability, and customer value

• Partner with Digital Experience teams to ensure seamless, user-centric product delivery across all channels

• Collaborate with Marketing to develop and execute go-to-market strategies, including positioning, messaging, and campaign development

• Establish and maintain governance frameworks to ensure regulatory compliance and risk management

• Drive cross-functional execution by partnering with Technology, Operations, Compliance, and Sales teams

• Monitor product performance metrics and implement optimization strategies to achieve business objectives

• Lead market research initiatives to identify emerging trends and customer needs in wealth management

Required Qualifications:

• 7-9 years of progressive experience in product strategy, product management, or strategic consulting with focus on wealth management or investment products

• Proven track record of developing successful business cases and bringing complex financial products to market

• Strong analytical skills with experience in pricing strategy, financial modeling, and P&L management

• Demonstrated success in developing and executing go-to-market strategies for consumer financial products

• Experience working across digital channels and understanding of modern customer experience design

• Excellent stakeholder management skills with ability to influence and align cross-functional teams

Preferred:

• Direct experience with robo-advisory platforms, managed accounts, or digital investment solutions

• Knowledge of regulatory requirements for investment products (FINRA, SEC, etc.)

• Background in data analytics and customer segmentation

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.

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