Events Planner

Texas Capital Event Coordinator

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.

Responsibilities:

• Support the planning and coordination of corporate and investment banking events, including family office programs, equity research conferences, and non-deal roadshows
• Collaborate with line of business teams and business enablement lead to understand event objectives and translate them into operational execution plans, while providing input on agendas and event strategy
• Coordinate multi-city non-deal roadshow logistics including venue selection, investor meeting schedules, travel arrangements, and on-site management to maximize client exposure and engagement
• Manage event logistics including venue coordination, travel arrangements, attendee management, and on-site support
• Serve as primary point of contact for event vendors; manage contracts, timelines, and deliverables in partnership with event planners
• Assist with client selection and nomination process leveraging Salesforce and other CRM tools to help ensure high quality attendees at corporate and investment banking events
• Maintain full ownership of event materials including name tags, signage, agendas, giveaways, and printed collateral, ensuring accuracy, quality, and readiness
• Coordinate registration, attendee communications, and digital engagement using event management platforms
• Support the creation and distribution of marketing materials and event assets that promote brand awareness and event attendance
• Track and monitor event budgets, expenses, and vendor invoices to ensure cost-effective planning and delivery
• Maintain and update the events calendar to align with broader corporate and investment banking initiatives
• Ensure brand consistency and high-quality execution across all event materials and client touchpoints
• Gather, organize, and analyze post-event feedback and performance data to generate insights for future planning
• Provide clear, timely communication to all internal stakeholders regarding event status, logistics, and updates
• Support the development of event strategies that expand brand visibility and deepen engagement with key clients and prospects

Qualifications:

• Bachelor's degree in marketing, communications, business, finance, or a related field (or equivalent experience)
• Minimum 3 years of experience in event coordination, planning, or event execution; experience in financial services or banking is strongly preferred
• Strong organizational skills and meticulous attention to detail
• Excellent written and verbal communication skills with ability to interact professionally across multiple levels
• Ability to manage multiple tasks, competing deadlines, and priorities in a fast-paced environment
• Proficiency with event management tools and platforms (Cvent, Stova, Salesforce, Excel) a plus
• Collaborative team player with a positive attitude and willingness to learn
• Comfortable with travel to support on-site event execution and client engagement
• High energy, proactive problem-solver with composure and adaptability when managing change and ambiguity

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.