Product Owner, Wealth Management & Credit Platforms

Texas Capital Bank•Richardson, TX

About The Position

Texas Capital is seeking a dynamic and strategic individual to serve as Digital Product Owner, Wealth Management & Credit Platforms. In this role, you will own the vision, strategy, and execution of digital platforms that power our Private Bank across our Wealth Management and Credit businesses. You will be responsible for delivering innovative, client-centric digital solutions that enhance the end-to-end client journey, improve advisor productivity, and drive operational excellence. This position requires a deep understanding of private banking, wealth management, and credit processes, combined with expertise in digital product leadership. You will partner closely with senior leaders, Private Client Advisors, and Investment Advisors to understand complex client needs and translate them into intuitive, scalable digital experiences. As a key member of the Consumer Digital leadership team, you will integrate into Private Bank routines, champion digital transformation, and ensure alignment with enterprise strategy.

Requirements

Bachelor’s degree required; MBA or advanced degree preferred.
7+ years of experience in private banking, wealth management, or financial services, with experience in digital products preferred.
Deep understanding of client journeys in wealth management and credit, including regulatory and operational considerations.
Exceptional leadership, communication, and stakeholder management skills; ability to influence across all levels of the organization.
Expertise in agile methodologies and digital product development lifecycle.
Strong analytical and strategic thinking capabilities.

Nice To Haves

Experience with digital experience platforms, APIs, and emerging fintech solutions.
Ability to lead through ambiguity and drive consensus in a fast-paced environment.
Executive presence and ability to represent digital strategy internally and externally.

Responsibilities

Set and Own Digital Strategy: Define and execute the multi-year digital product vision and roadmap for Wealth Management and Credit platforms, aligned with Private Bank objectives and client experience goals.
Drive Client-Centric Innovation: Engage directly with Private Client Advisors and Investment Advisors to understand the most complex client needs, pain points, and workflows; translate insights into differentiated digital solutions.
Integrate with LOB Routines: Participate in Private Bank leadership routines to ensure digital priorities are embedded in business strategy and operational planning.
Deliver Scalable Platforms: Oversee the design, development, and delivery of integrated digital platforms for wealth management and credit, ensuring seamless experiences across onboarding, servicing, and advisory interactions.
Cross-Functional Leadership: Collaborate with Technology, Operations, Compliance, Risk, and Marketing to deliver secure, compliant, and high-performing digital products.
Data-Driven Decision Making: Leverage analytics, client feedback, and competitive intelligence to inform product decisions and continuously optimize the client experience.
Governance & Risk Management: Ensure adherence to regulatory requirements and internal risk frameworks while driving innovation.
Incident Oversight: Monitor and prioritize resolution of platform issues to minimize client impact and maintain service excellence.