Corporate Relationship Manager

Baird•Milwaukee, WI

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

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