Corporate Access Relationship Manager

Baird

About The Position

As a Corporate Relationship Manager on the Corporate Access Team, you will partner closely with public company leadership teams to become a trusted resource in helping companies access and better understand their shareholder base. This role requires strong communication skills, attention to detail, sound judgment, and a consistent commitment to client service, along with a genuine interest in understanding corporate strategy and investor engagement. The Impact You’ll Make: Build and maintain strong relationships with corporate leadership teams, including CEOs, CFOs, and Investor Relations professionals, through regular in-person meetings, calls, and written correspondence Serve as a strategic partner to corporates, advising on investor targeting, shareholder composition, and ownership trends Collaborate closely with Baird’s Senior Research Analysts and teams to align corporate access and investor relations strategies for covered companies. Baird equity research covers approximately 700+ public companies across multiple sectors Proactively identify and develop new relationships with relevant non-covered companies, gaining a deep understanding of their investor relations strategy and corporate access needs Partner with Baird’s sales teams to assess investor interest and construct targeted investor schedules for corporate access events, i.e. Non-deal roadshows, conferences, HQ visits, webcasts, etc. Deliver a seamless, high-quality execution experience for all corporate access activities, managing logistics and communications end-to-end across a high volume of internal and external stakeholders Develop a strong working knowledge of covered companies and sectors, identifying trends and insights related to investor marketing activity and engagement across the industry Maintain accurate and up-to-date records in internal databases to support communication, reporting, and business continuity Contribute positively to the team’s collaborative, inclusive culture, both in-person and virtually Travel domestically to meet with corporate clients a few times a year What You’ll Bring to Baird: Bachelor’s degree required; Business, Finance, Economics, Marketing, or Communications preferred 2–5+ years of relevant experience with a strong interest in financial markets and the investment management industry SIE, Series 7, 63, and/or 66 licensing expected with first 2 years Proven ability to build and maintain strong relationships, including developing new, organic business connections Exceptional communication and interpersonal skills, with the ability to convey ideas clearly and influence stakeholders with professionalism Strong client-service orientation, both internally and externally Ability to problem-solve, manage competing priorities, and perform accurately under tight deadlines and peak workloads High attention to detail with excellent organizational and follow-through skills Ability to work effectively both independently and as part of a collaborative team Adaptability in a fast-moving, evolving environment Team-oriented mindset, high integrity, and a consistently positive, professional attitude Strong proficiency in Microsoft Word, Excel, and PowerPoint #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Requirements

Bachelor’s degree required; Business, Finance, Economics, Marketing, or Communications preferred
2–5+ years of relevant experience with a strong interest in financial markets and the investment management industry
SIE, Series 7, 63, and/or 66 licensing expected with first 2 years
Proven ability to build and maintain strong relationships, including developing new, organic business connections
Exceptional communication and interpersonal skills, with the ability to convey ideas clearly and influence stakeholders with professionalism
Strong client-service orientation, both internally and externally
Ability to problem-solve, manage competing priorities, and perform accurately under tight deadlines and peak workloads
High attention to detail with excellent organizational and follow-through skills
Ability to work effectively both independently and as part of a collaborative team
Adaptability in a fast-moving, evolving environment
Team-oriented mindset, high integrity, and a consistently positive, professional attitude
Strong proficiency in Microsoft Word, Excel, and PowerPoint

Responsibilities

Build and maintain strong relationships with corporate leadership teams, including CEOs, CFOs, and Investor Relations professionals, through regular in-person meetings, calls, and written correspondence
Serve as a strategic partner to corporates, advising on investor targeting, shareholder composition, and ownership trends
Collaborate closely with Baird’s Senior Research Analysts and teams to align corporate access and investor relations strategies for covered companies. Baird equity research covers approximately 700+ public companies across multiple sectors
Proactively identify and develop new relationships with relevant non-covered companies, gaining a deep understanding of their investor relations strategy and corporate access needs
Partner with Baird’s sales teams to assess investor interest and construct targeted investor schedules for corporate access events, i.e. Non-deal roadshows, conferences, HQ visits, webcasts, etc.
Deliver a seamless, high-quality execution experience for all corporate access activities, managing logistics and communications end-to-end across a high volume of internal and external stakeholders
Develop a strong working knowledge of covered companies and sectors, identifying trends and insights related to investor marketing activity and engagement across the industry
Maintain accurate and up-to-date records in internal databases to support communication, reporting, and business continuity
Contribute positively to the team’s collaborative, inclusive culture, both in-person and virtually
Travel domestically to meet with corporate clients a few times a year