The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
VP, Investor Relations (at a large, complex company)
5-7 years at VP levelSkills to master
- Leading earnings cycles, managing investor relationships, advising senior executives, building and managing an IR team, navigating complex regulatory environments.
You're ready to move on when
- Successfully led multiple earnings cycles and investor days without major issues.
- Consistently provided strategic counsel to the CFO and CEO on market perception.
- Built strong, trusted relationships with top-tier institutional investors and sell-side analysts.
- Demonstrated ability to manage and mentor a high-performing IR team.
- 2
CFO (with strong IR experience)
3-5 years as CFOSkills to master
- Deep understanding of financial strategy, P&L management, capital allocation, and experience as a primary external voice to the market. Often brings a stronger internal financial perspective.
You're ready to move on when
- Served as the primary financial spokesperson for a public company.
- Successfully managed capital markets activities (e.g., debt issuance, equity raises).
- Demonstrated strong strategic thinking beyond just financial reporting.
- Proven ability to build credibility with the investment community.
- 3
Head of Corporate Communications (with strong financial comms focus)
5-8 years at Head of Comms levelSkills to master
- Mastery of external messaging, media relations, crisis communications, and reputation management, with a specific focus on financial narratives. Often brings a broader communications lens.
You're ready to move on when
- Successfully managed communications for major corporate events (M&A, crises).
- Built strong relationships with financial journalists and key media outlets.
- Demonstrated ability to integrate financial messaging into broader corporate narratives.
- Proven track record of protecting and enhancing corporate reputation.