Corporate Access Planner

KeyBank • Chicago, IL

10d • Hybrid

About The Position

The Corporate Access Planner is responsible for originating, planning, marketing, executing, and following up on corporate access activity across NDRs, conferences, field trips, analyst marketing, group meetings, and related events. The role connects corporate management teams, investor relations professionals, research analysts, institutional investors, and sales partners while delivering high-quality execution, clear communication, accurate data, and a strong client experience.

Requirements

• Experience in corporate access, investor relations, event coordination, research, institutional equity sales support, marketing, business development, or a comparable client-service role.
• Working knowledge of institutional equities, research, banking, sales, and corporate access, with the ability to manage multiple priorities on tight timelines.
• Strong written and verbal communication skills, including comfort with senior management teams, IR officers, institutional investors, and internal leaders.
• Advanced organization, project management, prioritization, follow-through, and attention to detail; analytical mindset paired with a sales-oriented approach.
• Proficiency in Word, Excel, Outlook, PowerPoint, Copilot, CRM/reporting tools, and event-management platforms; experience with iPlanner, MeetMax, BDVisions, Datazoic, Salesforce, and Concur preferred.
• Willingness to travel periodically
• Proven experience driving marketing efforts to fuel new business opportunities and/or strengthening existing partnerships.
• Client service mindset – able to anticipate the needs of both internal and external constituents.
• Deep understanding of how to create/curate investor prep sheets and marketing invitations, with oftentimes imperfect data.
• Candidate must have an analytical mind set paired with a sales disposition.
• Should be driven, detail oriented, strong ability to multitask, as well as possess the ability to work well under pressure.
• Strong presentation and platform skills
• Ability to appreciate, understand and work effectively with diverse population.
• Word, Excel, Outlook, and PowerPoint Skills.
• Excellent customer service, communication, and writing skills

Nice To Haves

• experience with iPlanner, MeetMax, BDVisions, Datazoic, Salesforce, and Concur preferred.

Responsibilities

• Plan and execute NDRs, conferences, bus tours, field trips, analyst marketing trips, virtual meetings, and one-on-one schedules from initial idea through post-event follow-up; manage schedules, logistics, travel, venues, materials, registration, day-of changes, and issue resolution.
• Own day-to-day planning for assigned analysts, covered companies, and sectors; develop access opportunities around earnings, conferences, initiations, thematic work, investor demand, and franchise priorities.
• Serve as a trusted execution contact for IR officers, management teams, investors, analysts, sales, and internal leaders; communicate confirmations, agendas, itineraries, changes, and feedback clearly and professionally.
• Create and distribute invitations, announcements, itineraries, agendas, and related materials; partner with sales to identify priority investors, track interest, fill schedules, and drive participation from targeted accounts.
• Maintain accurate event, attendance, request, cancellation, and corporate data in iPlanner and other systems; support resource-consumption reporting, broker vote preparation, account reviews, client strategy, and resource-allocation decisions.
• Follow applicable research independence, information-barrier, MNPI, gifts and entertainment, expense, and other KeyBank policies; manage costs responsibly and recommend workflow improvements that improve quality, scale, consistency, and stakeholder experience.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• Access to a list of benefits for which this position is eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level