Morningstar Inc.

Regional Sales Director

Ambler, United States of America · Director

Sponsorship not specified$260k-$468kDetected 135 days ago

SalesforceCRMSalesResearchLeadership

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odds of building a lasting career here

61Sponsors, lottery-bound

Cap-exempt (no lottery)0

Sponsors this role90

Entry-level history0

PERM / green-card track0

Lottery odds (Level IV)94

Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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Employer immigration record

from this employer's Department of Labor filings

Green-card follow-through: 67%

Of 6 labor certifications old enough to have been used, 2 expired without the employer filing the next step. Median time from filing to decision: 489 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.

DOL often reclassifies their job titles

The Department of Labor assigned a different occupation than this employer requested on 67% of its 12 wage determinations — against a 18% norm. The occupation sets the prevailing wage floor.Reclassification is routine and can reflect genuinely hybrid roles; it is not by itself evidence of underpayment.

Files H-1B transfers

1 transfer filing in the last year, covering 1 worker. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets.
As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs).
You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand.

Responsibilities

Drive sales results with target market of financial advisors in your respective region.
Establish, cultivate, and develop strong relationships with existing advisor base.
Follow up on leads in tandem with your internal sales consultant.
Strategically manage time to maximize sales in territory.
Perform special tasks as needed.
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

Minimum of 4 years related industry experience.
Strong ability to understand and evaluate a financial advisor's practice.
Ability to work independently as well as in concert with an internal sales counterpart.
Strong interest and ability to explain portfolio management concepts.
In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts).
Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
Ability to work in a team environment and own issues as they arise.

Nice to have

These investments will be reviewed to ensure they meet Code of Ethics requirements.
If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.
If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Please fill out this form completely, attaching your resume and cover letter in the approved format.
Read the job requirements carefully and make sure to attach writing or design samples as required.
Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar.
CFP or other Designations Total Cash

Compensation

$260,100 - $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest.

Benefits

As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients.
That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
A range of other benefits are also available to enhance flexibility as needs change.
Please be sure to include the title and location of the open position you're interested in when you leave a message.

Company info

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
Expect to return for multiple interviews as part of the process.
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.

Equal opportunity

Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
Please note: We only accept calls from applicants who need accommodation related to a disability.

Visa & Work Authorization

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