Corporate Relationship Manager

Reposted 16 Days Ago
Be an Early Applicant
Milwaukee, WI, USA
In-Office
Junior
Fintech
The Role
The Corporate Access Relationship Manager will build relationships with corporate leadership, advise on investor strategies, and manage corporate access events, ensuring a high-quality experience.
Summary Generated by Built In

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 You’ll 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 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

What You’ll Bring to Baird:

  • 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 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.

Skills Required

  • Bachelor's degree required; Business, Finance, Economics, Marketing, or Communications preferred
  • 2-5+ years of relevant experience in financial markets and investment management
  • SIE, Series 7, 63, and/or 66 licensing expected within the first 2 years
  • Proven ability to build and maintain strong relationships
  • Exceptional communication and interpersonal skills
  • Strong client-service orientation
  • Ability to problem-solve and manage competing priorities
  • High attention to detail with organizational skills
  • Ability to work independently and collaboratively
  • Strong proficiency in Microsoft Word, Excel, and PowerPoint

Baird Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.

  • Retirement Support Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
  • Leave & Time Off Breadth Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
  • Healthcare Strength Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.

Baird Insights

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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

What We Do

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.

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