Corporate Access Planner

KeyBank

. Originate, plan, market, execute, and follow up on corporate access activity across NDRs, conferences, field trips, analyst marketing, group meetings, and related events .

Posted 9/30/2026full-timeUnited StatesMid-LevelSenior💰 $69,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in corporate access and event coordination, with a strong focus on managing logistics, schedules, and stakeholder communication. Proficient in utilizing event-management platforms and CRM tools to enhance investor relations and marketing efforts.

Highest-signal resume keywords

Corporate Access ExperienceEvent CoordinationProject ManagementInvestor RelationsAnalytical Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Event CoordinationProject ManagementAnalytical SkillsClient ServiceMarketing Strategy

Soft Skills

Strong Communication SkillsAttention to DetailAbility to MultitaskCustomer Service MindsetPresentation Skills

Tools & Technologies

IPlannerSalesforceMeetMaxBDVisionsDatazoicConcurWordExcelOutlookPowerPoint

Industry Keywords

Institutional EquitiesInvestor RelationsCorporate AccessBusiness DevelopmentSales Support

About the role

Key responsibilities & impact

Originate, plan, market, execute, and follow up on corporate access activity across NDRs, conferences, field trips, analyst marketing, group meetings, and related events
Plan and execute events 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
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 an execution contact for IR officers, management teams, investors, analysts, sales, and internal leaders
Create and distribute invitations, announcements, itineraries, agendas, and related materials
Partner with sales to identify priority investors, track interest, fill schedules, and drive targeted-account participation
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
Follow research independence, information-barrier, MNPI, gifts and entertainment, expense, and other KeyBank policies
Manage costs responsibly and recommend workflow improvements

Requirements

What you’ll need

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
Ability to manage multiple priorities on tight timelines
Strong written and verbal communication skills
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
Proven experience driving marketing efforts to fuel new business opportunities and/or strengthening existing partnerships
Client service mindset and ability to anticipate internal and external constituent needs
Deep understanding of creating/curating investor prep sheets and marketing invitations with imperfect data
Ability to work well under pressure and multitask
Strong presentation and platform skills
Ability to work effectively with diverse populations
Excellent customer service, communication, and writing skills

Benefits

Comp & perks

Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
Flexible workspace options in circumstances where roles can be performed effectively in a mobile environment
Benefits eligibility as listed by KeyBank