
Events Coordinator
Texas Capital
full-time
Posted on:
Location Type: Office
Location: Dallas • New York • Texas • United States
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About the role
- 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
Requirements
- 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
Benefits
- 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
- paid time off (PTO)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
event coordinationevent planningevent executionbudget trackinglogistics managementdata analysismarketing material creation
Soft Skills
organizational skillsattention to detailwritten communicationverbal communicationtime managementcollaborationproblem-solvingadaptability