Event and Travel Manager

Event and Travel Manager

Berthel Fisher Companies is a national, financial services firm committed to delivering trusted investment management services and financial solutions.

Create Exceptional Experiences and Seamless Travel Programs

We are seeking an experienced and highly organized Event and Travel Manager to lead the planning, coordination, and execution of company conferences, meetings, special events, and corporate travel programs. This role is responsible for ensuring every event and travel experience is professional, well-organized, cost-conscious, and aligned with company objectives.

The ideal candidate thrives in a fast-paced environment, enjoys managing multiple priorities, and has a passion for creating memorable experiences while delivering outstanding service to employees, financial professionals, executives, sponsors, vendors, and guests.

What You'll Do

Event & Conference Management

·Manage the full lifecycle of company conferences, meetings, and special events from planning and budgeting through onsite execution and post-event follow-up.

·Research destinations and venues, coordinate site visits, manage RFP processes, and make recommendations for future events.

·Negotiate and manage relationships with hotels, transportation providers, Destination Management Companies, speakers, entertainment vendors, and other event partners.

·Coordinate event logistics including registration, attendee communications, rooming lists, travel manifests, agendas, menus, entertainment, awards, signage, and event materials.

·Partner with internal teams and external sponsors to ensure a seamless attendee experience from invitation through post-event evaluation.

·Track budgets, manage expenses, review vendor invoices, and provide event reporting and recommendations for future improvements.

Corporate Travel Coordination

·Serve as the primary liaison between employees and the company's third-party travel agency.

·Coordinate airline, hotel, rental car, and other travel arrangements while ensuring traveler needs and preferences are met.

·Maintain traveler profiles, loyalty program information, travel calendars, and corporate travel accounts.

·Assist travelers with itinerary changes, cancellations, travel disruptions, and vendor follow-up.

·Support event and travel risk management activities, including emergency contacts, accessibility accommodations, and insurance requirements.

Administrative Support

·Reconcile designated corporate accounts and assist with administration of company programs.

·Provide administrative support to company executives, including meeting coordination, expense reports, and other assigned projects.

·Support reception and facilities functions as needed and help maintain a professional visitor experience.

·Maintain event, travel, contract, vendor, and reporting documentation and continually identify opportunities to improve processes and tools.

What We're Looking For

Qualifications

·Bachelor's degree in Hospitality Management, Event Management, Business Administration, or a related field preferred. Equivalent experience will be considered.

·Five or more years of experience in corporate event planning, meeting management, hospitality, travel management, or a related field.

·Strong project management, organizational, and budgeting skills with exceptional attention to detail.

·Proven ability to manage multiple priorities, solve problems, and deliver high-quality results under deadlines.

·Excellent communication, vendor management, negotiation, and customer service skills.

·Proficiency with Microsoft Office and familiarity with event registration platforms and event technology tools.

·CMP certification is preferred but not required.

·Ability to travel and occasionally work evenings and weekends in support of company events.

Why Join Us?

This is an opportunity to own and elevate highly visible corporate events and travel programs that directly impact financial professional relationships, and company success. You'll work closely with leadership, build valuable vendor partnerships, and play a key role in creating exceptional experiences that leave a lasting impression.

Benefits & Perks

• Health, dental, and vision coverage
• 401(k) program
• Employer‑paid life insurance
• Paid vacation, sick leave, holidays—and your birthday off
• Employer‑paid short‑ and long‑term disability
• Onsite exercise facility

This role is a full time, in person role located in our Cedar Rapids, Iowa office.

Apply Today by sending your cover letter and resume to humanresources@berthel.com.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.