Corporate Relationship Manager
Share
Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 Youll 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 Bairds 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 Bairds 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 teams collaborative inclusive culture both in-person and virtually
Travel domestically to meet with corporate clients a few times a year
What Youll Bring to Baird:
Bachelors degree required; Business Finance Economics Marketing or Communications preferred
25 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.
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
