Corporate Access Planner

KeyBank; Chicago (IL); Hybrid; USD 69,000 - 105,000; Full time

Job summary

KeyBank seeks a Corporate Access Planner to originate, plan, market, and execute corporate access events across NDRs, conferences, and analyst trips, connecting IR teams, analysts, investors, and sales partners with precise logistics and clear communication.

You will own day-to-day analyst coverage, manage invitations and itineraries, maintain event data in iPlanner and related systems, and ensure compliant, cost-effective execution while delivering a strong client experience.

Qualifications

• Proven experience driving marketing efforts to fuel new business opportunities and/or strengthening existing partnerships.
• Client service mindset – able to anticipate the needs of both internal and external constituents.
• Deep understanding of how to create/curate investor prep sheets and marketing invitations, with oftentimes imperfect data.
• Analytical mindset paired with a sales disposition; driven, detail oriented and able to multitask under pressure.

Responsibilities

• Plan and execute NDRs, conferences, bus tours, field trips, analyst marketing trips, virtual meetings, and one-on-one schedules from idea to follow-up.
• Own day-to-day planning for assigned analysts, covered companies, and sectors; develop access opportunities around earnings, conferences, initiations, thematic work, investor demand, and franchise priorities.
• Serve as a trusted execution contact for IR officers, management teams, investors, analysts, sales, and internal leaders; communicate confirmations, agendas, itineraries, changes, and feedback clearly and professionally.
• Create and distribute invitations, announcements, itineraries, agendas, and related materials; partner with sales to identify priority investors, track interest, fill schedules, and drive participation from targeted accounts.
• Maintain accurate event data in iPlanner and other systems; support resource-consumption reporting, broker vote preparation, account reviews, client strategy, and resource-allocation decisions.

Skills

Event coordination

Investor relations

Marketing

Sales support

Client service

Communication

CRM reporting tools

PowerPoint

Excel

Salesforce

Tools

Word

Excel

Outlook

PowerPoint

Salesforce

Concur

iPlanner

MeetMax

Datazoic

CRM reporting

Job description

Location: 1 N Wacker Drive, Chicago Illinois

Job Summary

The Corporate Access Planner is responsible for originating, planning, marketing, executing, and following up on corporate access activity across NDRs, conferences, field trips, analyst marketing, group meetings, and related events. The role connects corporate management teams, investor relations professionals, research analysts, institutional investors, and sales partners while delivering high-quality execution, clear communication, accurate data, and a strong client experience.

Key Responsibilities

• Event origination and execution: Plan and execute NDRs, conferences, bus tours, field trips, analyst marketing trips, virtual meetings, and one-on-one schedules from initial idea through post-event follow-up; manage schedules, logistics, travel, venues, materials, registration, day-of changes, and issue resolution.
• Analyst and corporate coverage: Own day-to-day planning for assigned analysts, covered companies, and sectors; develop access opportunities around earnings, conferences, initiations, thematic work, investor demand, and franchise priorities.
• Issuer and investor communication: Serve as a trusted execution contact for IR officers, management teams, investors, analysts, sales, and internal leaders; communicate confirmations, agendas, itineraries, changes, and feedback clearly and professionally.
• Marketing and demand generation: Create and distribute invitations, announcements, itineraries, agendas, and related materials; partner with sales to identify priority investors, track interest, fill schedules, and drive participation from targeted accounts.
• Data, reporting, and systems: Maintain accurate event, attendance, request, cancellation, and corporate data in iPlanner and other systems; support resource-consumption reporting, broker vote preparation, account reviews, client strategy, and resource-allocation decisions.
• Controls and process discipline: Follow applicable research independence, information-barrier, MNPI, gifts and entertainment, expense, and other KeyBank policies; manage costs responsibly and recommend workflow improvements that improve quality, scale, consistency, and stakeholder experience.

Qualifications and Skills

• Experience in corporate access, investor relations, event coordination, research, institutional equity sales support, marketing, business development, or a comparable client-service role.
• Working knowledge of institutional equities, research, banking, sales, and corporate access, with the ability to manage multiple priorities on tight timelines.
• Strong written and verbal communication skills, including comfort with senior management teams, IR officers, institutional investors, and internal leaders.
• Advanced organization, project management, prioritization, follow-through, and attention to detail; analytical mindset paired with a sales-oriented approach.
• Proficiency in Word, Excel, Outlook, PowerPoint, Copilot, CRM/reporting tools, and event-management platforms; experience with iPlanner, MeetMax, BDVisions, Datazoic, Salesforce, and Concur preferred.
• Willingness to travel periodically

Personal Skills and Core Competencies

• Persuasion, sound judgment, ownership, composure, collaboration, adaptability, client service, inclusive partnership, and continuous improvement.
• Ability to anticipate needs, resolve issues under pressure, protect confidential information, and maintain accountability for outcomes.

Measures of Success

• Events are executed cleanly, professionally, and without visible logistics failures for clients, corporate management teams, or internal partners.
• Analysts, IR contacts, bankers, and sales partners view the Planner as a trusted and responsive partner.
• Priority accounts are consistently targeted, schedules are filled efficiently, and relevant investor demand is captured and communicated.
• Event data, attendance, reporting, and dashboards are accurate, timely, and useful for broker votes, account reviews, and resource decisions.

Experience Qualifications

Proven experience driving marketing efforts to fuel new business opportunities and/or strengthening existing partnerships. (required)

Client service mindset – able to anticipate the needs of both internal and external constituents. (required)

Deep understanding of how to create/curate investor prep sheets and marketing invitations, with oftentimes imperfect data. (required)

Candidate must have an analytical mind set paired with a sales disposition. (required)

Should be driven, detail oriented, strong ability to multitask, as well as possess the ability to work well under pressure. (required)

Tactical Skills

• Strong presentation and platform skills
• Ability to appreciate, understand and work effectively with diverse population.
• Word, Excel, Outlook, and PowerPoint Skills.
• Excellent customer service, communication, and writing skills

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 11/30/2026

Equal Opportunity Employer

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].

#LI-Remote

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.