Corporate Access Planner

Location:

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 Include:

* 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 Include:

* 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.

Education Qualifications

• Bachelor's Degree or equivalent

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

Personal Skills

• Persuasion: Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience
• Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

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

Please click here for a list of benefits for which this position is eligible.

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.

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 HR_Compliance@keybank.com.