Morningstar

Business Development, Morningstar Direct Sales Specialist

New York · Vp

Sponsorship not specified$69k-$105kDetected 13 days ago

Account ManagementBusiness DevelopmentLeadershipCommunicationCollaborationMentoringCFA

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.

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.

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.
A bachelor`s degree required

Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.
Compensation and Benefits
That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
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

At Morningstar we believe people are at their best when they are at their healthiest.

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