Morningstar Inc.

Morningstar Inc.

Business Development, Morningstar Direct Sales Specialist

Chicago

Sponsorship not specified$116k-$178kDetected 22 days ago
Account ManagementBusiness DevelopmentLeadershipCommunicationCollaborationMentoring

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.

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

  • At Morningstar we believe people are at their best when they are at their healthiest.
  • $115,925-177,758
  • Compensation and Benefits
  • Here are some examples of the offerings we provide:
  • 100% 401k match up to 6% of salary
  • Company provided life insurance - 1x salary + commission
  • 1x salary + commission

Benefits

  • Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.
  • 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
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Emotional Health
  • Trust-Based Time Off

This listing is sourced directly from Morningstar Inc.'s careers page and normalized into a canonical job model.