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
Senior Roadshow Specialist (L3) or Lead Roadshow Strategist (L4)
3-5 years as a Senior/Lead SpecialistSkills to master
- Mastering complex international itinerary architecture, leading smaller projects independently, and providing informal mentorship to junior team members. You'd also need to demonstrate budget awareness and initial vendor negotiation skills.
You're ready to move on when
- Consistently delivering flawless, complex roadshows with minimal supervision.
- Proactively identifying and solving logistical challenges before they escalate.
- Receiving positive feedback from executives on your support and professionalism.
- Successfully mentoring junior colleagues and taking initiative on team process improvements.
- 2
Executive Assistant to C-Suite (with IR exposure)
5-8 years supporting C-suite executives, with specific exposure to investor events.Skills to master
- Deep understanding of executive preferences and working styles, advanced calendar and travel management, high-level discretion, and exposure to financial markets/IR terminology. You'd need to demonstrate the ability to scale up from individual support to team management.
You're ready to move on when
- Exceptional organisational skills and a track record of managing complex executive schedules.
- Proven ability to anticipate executive needs and solve problems discreetly.
- Strong relationships with C-suite members and a deep understanding of their operational demands.
- Demonstrated interest and exposure to investor relations activities, even if from a support perspective.
- 3
Senior Manager, Corporate Events / Global Travel
5-7 years in a similar corporate events or global travel management role, outside of IR.Skills to master
- Extensive experience in large-scale event planning, vendor management, budget control, and team leadership. You'd need to quickly get up to speed on the specific nuances and high-stakes nature of investor relations and C-suite expectations in this context.
You're ready to move on when
- Successfully managed large, complex corporate events or global travel programmes.
- Proven ability to lead and develop a team of event or travel professionals.
- Strong negotiation skills with vendors and a track record of budget adherence.
- A clear understanding of the difference between general corporate events and investor-facing events.