Product Owner - Private Bank, Retail, Services

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.

Texas Capital Bank is looking for a Product Owner to join our CRM Product Organization. This role sits at the center of strategy and execution — translating Product Manager-defined roadmaps into sprint-level delivery while mentoring and developing Product Leads. The Product Owner is accountable for end-to-end process delivery across multiple concurrent engagements, manages day-to-day relationships with business and technology partners, and ensures every sprint delivers measurable, high-quality outcomes aligned to CRM strategy.

Product Strategy & Roadmap

Understand and execute against the defined CRM product strategy

Support roadmap development with analysis and sizing inputs

Maintain the sprint-level roadmap and ensure alignment to the broader domain strategy

Prioritize backlog items within approved guardrails and strategic direction

Backlog Management & Requirements

Own and maintain a healthy, well-prioritized product backlog

Write detailed requirements, user stories, and acceptance criteria for all features

Partner with Product Leads to author and refine stories ahead of sprint planning

Ensure backlog items clearly reflect business needs, technical constraints, and compliance requirements

Delivery Accountability

Serve as accountable owner for sprint-level delivery outcomes and quality

Own end-to-end process delivery for multiple concurrent product engagements

Manage risks, issues, and dependencies across active delivery tracks

Produce sprint and delivery-level reporting, metrics, and insights for stakeholders

Stakeholder & Partner Management

Manage day-to-day relationships with business and technology partners

Serve as the primary point of contact for requirement clarifications and delivery updates

Partner with operational SMEs to ensure solutions meet real-world business needs

Coordinate UAT activities, training, and change adoption across impacted teams

Data, Platform & Compliance Standards

Enforce data and platform standards within sprint delivery

Analyze data quality gaps and surface findings to the appropriate stakeholders

Embed risk controls and compliance requirements into user stories and acceptance criteria

Ensure delivery adheres to enterprise architecture and governance standards

People & Team Leadership

Mentor and coach Product Leads in requirements writing, backlog hygiene, and delivery execution

Provide technical and process guidance to support Product Lead growth

Foster a culture of accountability, continuous improvement, and learning within the team

Requirements

5+ years of experience in product management, business analysis, delivery management, or a related product/technology role

Bachelor's degree in Business, Technology, Finance, or a related field — or equivalent professional experience

Demonstrated experience working with CRM systems; Salesforce experience required

Proven track record of owning and delivering against a product backlog in an Agile/Scrum environment

Experience managing stakeholder relationships across business and technology teams

Strong requirements writing skills — ability to produce clear, testable user stories and acceptance criteria

Working knowledge of data structures, platform integrations, and system architecture concepts

Analytical mindset with the ability to interpret delivery metrics and recommend process improvements

Excellent verbal and written communication skills with the ability to adjust for technical and non-technical audiences

Ability to manage multiple priorities and concurrent engagements in a fast-paced environment

Familiarity with risk, controls, and compliance requirements in a regulated banking or financial services environment

Nice to Have

Experience with Salesforce Financial Services Cloud (FSC), including data model familiarity with person accounts, financial accounts, and household structures

Understanding of FSC features such as Action Plans, Referrals, and Relationship Groups as they apply to banking workflows

Prior experience in a financial services firm — banking, wealth management, capital markets, or insurance

Familiarity with financial services regulatory requirements and how they translate into product and data controls (e.g., BSA/AML, KYC, Reg E)

Experience delivering CRM features in support of relationship banking, commercial lending, treasury, or wealth management business lines

Exposure to Salesforce platform governance — permission sets, profiles, data access, and deployment pipelines (sandboxes, change sets, or CI/CD)

Experience coaching or mentoring junior product team members (Product Leads, BAs, or Analysts)

Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst