Corporate Relationship Manager

Overview
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.

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

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