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.

• 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

• 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 Power Point