Morningstar Inc.
Business Development, Morningstar Direct Sales Specialist
Chicago · Senior
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Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
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About the role
- Aligned with the SVPs of Business Development for those accounts, you will deepen our footprint within key areas.
- By focusing on growing adoption of Morningstar Direct, our core institutional platform, you will further represent Morningstar`s solutions to address our clients' most pressing workflow challenges through additional services, in particular Report Distribution.
- This role covers opportunities across the U.S., and will require approximately 30% travel.
Responsibilities
- Establish and build relationships with key stakeholders, in collaboration with SVP.
- Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
- Develop growth plans for accounts.
- Document daily activities in SFDC.
- Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.
Requirements
- Candidates should have 5+ years of business development, sales and/or account management experience in the finance and investment industry.
- Proven track record of exceeding prior targets.
- Ability to understand complex investment requirements.
Nice to have
- MBA or CFA a plus.
- A bachelor`s degree required
Compensation
- 100% 401k match up to 6% of salary
- 1x salary + commission
- Additional medical Wellness Incentives - up to $300-$600 annual
- $115,925-177,758
- Compensation and Benefits
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Benefits
- Master product demonstrations and knowledge of product capabilities and benefits.
- Financial Health
- Stock Ownership Potential
- Company provided life insurance
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
- Tuition Reimbursement
This listing is sourced directly from Morningstar Inc.'s careers page and normalized into a canonical job model.