Managing Director - Corporate Technology Coverage

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.

Job Description (Corporate Technology Coverage)

• Report to TMT Sector Head; Initiate, build, and sustain a portfolio of mid-corporate and corporate technology companies.

• Demonstrate deep sectorial knowledge, economic and function as a subject matter expert to build our brand and presence in the corporate technology space.

• Develop and execute a client acquisition strategy covering corporate technology prospects on a national basis.

• Identify, develop, and convert prospects to maximize business growth for the group.

• Prepare and execute business plan designed to meet and exceed overall business objectives including client portfolio profitability, revenue growth and calling metrics.

• Originate business opportunities - ability to identify and deliver appropriate solutions for both clients and prospects.

• Prepare, review and handle execution of client proposals/opportunities coordinating with appropriate internal constituencies including Credit/Risk, Product Partners, Middle and Back Office.

• Collaborate with Product Partners to develop solution-based advisory pitches for clients and prospects.

• Negotiate terms and conditions of credit facilities and other products and services in conjunction with internal and external partners.

• Lead the analyst, associate, and portfolio management teams in the preparation of all work product, including transaction related materials, return analyses, and all Credit and Investment Committee papers.

• Scope, review, negotiate and implement legal and other documentation ensuring compliance with credit approvals, bank, and other regulatory policies.

• Continually demonstrate leadership skills; assist in the recruitment and development of junior talent.

Qualifications

• Bachelor's degree in finance, accounting, or economics required.

• 10+ years of corporate banking experience required, including prior experience in credit analysis and/or portfolio management.

• Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.

• Broad understanding of capital structures of technology companies and a working knowledge of debt and equity capital markets.

• Must have an excellent track record of business development and successful prospect conversion, with strong connectivity in the technology industry.

• Proven ability to cross-sell across a full-service corporate and investment banking platform.

• Must have excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, as well as clients and prospects.

• Must have excellent organizational skills, ability to identify and solve problems/issues, and be ability to manage multiple and diverse workstreams.

• Proficiency in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint)

• FINRA Series 7or 79, 63 licenses required, or be obtained within 120 days of employment.

• Willingness to travel to execute national coverage footprint.

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.