Remote Corporate Access & Investor Relations Planner

KeyBank; Kentucky; Hybrid; USD 69,000 - 105,000; Full time

Job summary

KeyBank is seeking a Corporate Access Planner to originate, plan, market, execute, and follow up on corporate access activities across NDRs, conferences, and field trips. You will connect corporate management teams, IR professionals, analysts, institutional investors, and sales partners to ensure high‑quality execution and client experience.

The role requires strong organizational, communication, and data-management skills, with travel as needed and a focus on efficient scheduling, stakeholder

Qualifications

• 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.

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.

Skills

Corporate access

IR experience

Strong communication

Project management

MS Office

CRM tools

Travel readiness

Education

Bachelor's Degree or equivalent

Tools

iPlanner

MeetMax

BDVisions

Datazoic

Salesforce

Concur

Job description

KeyBank is seeking a Corporate Access Planner to originate, plan, market, execute, and follow up on corporate access activities across NDRs, conferences, and field trips. You will connect corporate management teams, IR professionals, analysts, institutional investors, and sales partners to ensure high‑quality execution and client experience.

The role requires strong organizational, communication, and data-management skills, with travel as needed and a focus on efficient scheduling, stakeholder