Fidelity Bank · 1 month ago
Director, Meetings & Events
Westlake, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Bank is seeking a Director of Meetings & Events who will design and deliver exceptional event experiences that engage associates and clients while advancing the firm’s strategic objectives. This high-visibility leadership role involves overseeing a broad range of events, managing budgets and timelines, and collaborating with senior leadership to ensure successful outcomes.
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Responsibilities
Design and deliver exceptional event experiences that engage associates, clients, and/or prospects while advancing the firm’s strategic objectives
Lead the planning and execution of a broad range of events—from multi-day conferences to targeted client engagements—overseeing budgets, timelines, production, and cross-functional teams
Partner closely with senior leadership and business stakeholders to ensure each program achieves its intended outcomes and delivers measurable value
Foster transparency, alignment, and accountability across all project teams
Manage all aspects of event logistics, including speaker and vendor management, production scheduling, and on-site operations
Produce in-person, virtual, and hybrid experiences, leveraging technology to enhance engagement and impact
Serve as event project lead, establishing timelines, managing planning milestones, and ensuring alignment among cross-functional teams
Partner with senior management, marketing, product, and business leaders to define event strategy, objectives, and key performance indicators
Design and deliver impactful event experiences that strengthen client relationships, elevate brand presence, and advance firm priorities
Oversee agenda and content development, collaborating with speakers and ensuring alignment with messaging and brand standards
Evaluate event outcomes against defined goals, analyze results, and recommend enhancements to optimize future performance
Manage mid- to large-scale budgets with fiscal discipline, ensuring effective allocation of resources and measurable return on investment when possible
Qualification
Required
minimum of 10 years' progressive experience leading large-scale, high-profile events within a corporate or financial services environment
Proven expertise in developing and executing complex, multi-day proprietary, internal, and industry events, with demonstrated success in achieving strategic business objectives
Exceptional leadership skills with the ability to direct cross-functional teams, manage multiple concurrent programs, and deliver results under tight deadlines
Comprehensive command of all aspects of event management, including production, audiovisual, food and beverage, décor, accommodations, attendee communications, and collateral development
Advanced experience negotiating and managing vendor contracts, with deep understanding of meeting and event contractual terms and budget optimization
Strong executive presence and communication skills—both written and verbal—with the ability to interact effectively with senior leaders, stakeholders, and external suppliers
Strategic thinker with a record of applying creativity, sound judgment, and adaptability to drive innovation and continuous improvement across event programs
Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
Experience with event registration and mobile app platforms
Working knowledge of Zoom Meeting and Zoom Webinar platforms
Serve as event project lead, establishing timelines, managing planning milestones, and ensuring alignment among cross-functional teams
Partner with senior management, marketing, product, and business leaders to define event strategy, objectives, and key performance indicators
Design and deliver impactful event experiences that strengthen client relationships, elevate brand presence, and advance firm priorities
Oversee agenda and content development, collaborating with speakers and ensuring alignment with messaging and brand standards
Evaluate event outcomes against defined goals, analyze results, and recommend enhancements to optimize future performance
Manage mid- to large-scale budgets with fiscal discipline, ensuring effective allocation of resources and measurable return on investment when possible
Operate effectively in a dynamic environment, exercising initiative, professionalism, and discretion; flexibility to travel domestically up to 30% and work varied hours as required
Preferred
Bachelor's degree preferred
Cvent proficiency strongly preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase