Remote Corporate Access & Investor Relations Planner

KeyBank

Cleveland (OH)

Hybrid

USD 69,000 - 105,000

Full time

7 days ago
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Job summary

KeyBank is seeking a Corporate Access Planner to originate, plan, market, execute, and follow up on investor relations events across NDRs, conferences, and field activities. You will connect corporate management teams, IR professionals, analysts, institutional investors, and sales partners to deliver high-quality execution and data-driven client experiences.

Responsibilities include end-to-end planning, stakeholder communication, and maintaining event data in iPlanner and CRM systems; a

Qualifications

  • Bachelor's degree or equivalent is required.
  • Experience driving marketing efforts to fuel new business opportunities or strengthen partnerships.
  • Client service mindset with ability to anticipate internal and external needs.
  • Analytical mindset paired with a sales disposition.
  • Ability to multitask under pressure and meet tight timelines.

Responsibilities

  • Originate, plan, market, execute, and follow up on corporate access activities across NDRs, conferences, and related events.
  • Own day-to-day planning for analysts, coverage, and sectors; develop access opportunities around earnings and investor demand.
  • Communicate confirmations, agendas, itineraries, changes, and feedback clearly to IR and stakeholders.
  • Create and distribute invitations and materials; partner with sales to drive participation from priority accounts.
  • Maintain accurate event data in iPlanner and other systems; support reporting and broker votes.

Skills

Event planning
Investor relations
Communication
Project management
CRM/reporting tools

Education

Bachelor's Degree or equivalent

Tools

iPlanner
MeetMax
BDVisions
Datazoic
Salesforce
Concur
Copilot
Word
Excel
Outlook
PowerPoint

Job description

KeyBank is seeking a Corporate Access Planner to originate, plan, market, execute, and follow up on investor relations events across NDRs, conferences, and field activities. You will connect corporate management teams, IR professionals, analysts, institutional investors, and sales partners to deliver high-quality execution and data-driven client experiences.

Responsibilities include end-to-end planning, stakeholder communication, and maintaining event data in iPlanner and CRM systems; a

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