Fiserv Event Planner, Advisory in Billings, Montana

Position Description

Event Planner – Advisory

This position is responsible for assisting in the planning, execution and operation of highly complex external client events. As part of the Forum planning team, this role will be dedicated to working on our annual Forum client event but will support other events as needed. This position includes pre-planning, on site, and post event activities, under the direction of the Manager, Forum Events. This opportunity requires strong communications, event marketing and organizational skills. You will manage and coordinate multiple and concurrent projects for various client contacts.

You will have an understanding of financial services, and will have experience in marketing event sponsor sales that will drive maximum revenue. This position requires coordination with the corporate marketing function, including business stakeholders and will collaborate closely with the leaders of key business units.

You will manage creation of the Forum client conference sponsor program, aligning with partners and overall event strategy to outline package elements and pricing, oversee the development of sponsor sales tools and registration system, and spearhead sales activity. Working with the planning team, the individual will be responsible for coordination of all pre-planning, on site and post-event logistics for each sponsor/exhibitor. In addition, the individual may interact with external conference organizers, as needed.

Principal responsibilities:

  • Serve on planning team to formulate overall program objectives, identify deliverables, develop and communicate timelines.

  • Participate in status and planning sessions, as assigned.

  • Function as the project manager for assignments.

  • Collaborate on event marketing project objectives and strategies, program content, and methods to evaluate overall event value to Fiserv.

  • Work closely with Enterprise Event Management team to ensure adherence to company objectives and brand guidelines.

  • Attend site planning meetings to prepare for program execution and briefing meetings to review program operation and find opportunities for improvement.

  • Assist developing event “briefing” to ensure comprehension of objectives and key metrics.

  • Supply creative solutions and fresh approaches to events to ensure value creation and positive return on investment.

  • Understand the target markets, products and services provided to Fiserv clients.

  • Provide feedback to enhance processes and drive efficiency.

  • Research and advise on exhibitor packages, marketing opportunities and develop comprehensive sponsorship prospectus.

  • Build and nurture sponsor relationships to keep Forum top of mind year round.

  • Manage project deliverables including sponsorship prospectus, exhibitor guidelines document and briefing materials, co-marketing toolkit, promotional emails, signage and app content, exhibitor presentations and booth requirements.

  • Collaborate with internal resources to manage deliverables and keep projects on track.

  • Provide assistance with all logistical details pertaining to event.

  • Prepare drafts of associate briefing document to ensure all participants understand roles and responsibilities.

  • Provide onsite event management support for function space set-up, registration, sponsor activity coordination, etc.

  • Collaborate with Alliance Partner Relationship Management Council to maintain and grow target sponsor contacts.

  • Handle the pre and post event communications plan.

  • Champion best practices and trends to ensure a quality meeting experience, while demonstrating efficiencies.

  • Accommodate the dynamic business needs that meetings and events create.

  • Other duties and responsibilities, as assigned.


  • Strong communications skills with proven success in being customer-focused

  • Ability to juggle multiple, complex projects

  • Interact effectively with team members and vendors

  • Independent self-starter

  • Effective problem solver and decision maker

  • Flexibility in work hours, when necessary

  • Collaborative "team player" orientation with a strong cultural awareness

  • Ability to work well under pressure

  • Bachelor’s Degree in Business, Marketing, or related discipline, or 5 years of dynamic marketing experience

  • Prefer financial services industry experience

  • Minimum of 5 years of marketing experience

  • Ability to travel up to 30% of the time

  • Proficient in all Microsoft Office applications, Workfront, Silverpop and a strong general knowledge of business, marketing, and technology

Fiserv competencies:

Client Focus – Internal and external

Business Acumen – Shows understanding of Fiserv products, clients and markets.

Collaboration and Teamwork – Inspires passion and enthusiasm for the achievement of joint goals. Drives collaboration among individuals and groups. Shares information, best practices and ideas. Builds relationships with others based on mutual trust.

Marketing Discipline – Deep understanding and successful execution of event marketing concepts.

Strong Communicator – Ability to understand and translate key business strategies into effective event execution.

Find Your Forward at Fiserv, a FORTUNE™ 500 company, and join the industry leader in financial services technology. With more than 24,000 associates around the world, we're pushing the boundaries of what's possible with deep expertise and a commitment to innovation.

At Fiserv, you'll find a collaborative environment that values teamwork and open-mindedness. Our unique combination of expertise and innovative spirit helps us deliver the most comprehensive financial solutions to banks and businesses worldwide. We're helping more businesses move money faster and more easily than ever before. Explore the possibilities of a career with Fiserv and Find Your Forward with us. Our Aspiration: To move money and information in a way that moves the world.

Fiserv is an Equal Opportunity Employer/Disability/Vet.

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.