Vice President, Business Development (Bilingual)

Morningstar; Quebec; Hybrid; CAD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid work model

Travel 5–10% of the time

Competitive compensation

Job summary

Morningstar Canada is seeking a Vice President, Business Development to grow their client book across Advisor and Asset Management segments. You will represent Morningstar’s Data, Research, Software capabilities and collaborate with Sales Specialists on Market Data, ESG and Buy-Side solutions.

The role requires 5–10% travel and is based in Montreal, with a hybrid work environment combining in-office collaboration and flexible work arrangements.

Qualifications

• At least ten years of sales and account management experience in the finance and investment industry.
• Excellent verbal and written communication with executive-level stakeholders.
• Ability to build long-term relationships with senior leadership and cross-functional teams.

Responsibilities

• Exceed revenue targets and grow a book of business across Advisor and Asset Management segments.
• Uncover client needs and collaborate with Solutions and Products teams to tailor solutions.
• Establish and nurture C-suite relationships and act as a Morningstar ambassador.
• Identify cross-sell and upsell opportunities within assigned territory with a hunter mindset.
• Forecast sales and manage pipeline using Salesforce and related tools.

Skills

Bilingual in French and English

Hunter mindset

Education

Bachelor's Degree

MBA or CFA a plus

Job description

The Group

Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

The Group

Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

The Role

The Morningstar Canada Business Development Team seeks a highly motivated Vice President, Business Development, focused on impactfully growing a book of assigned clients and prospects across the various segments, most notably within the Advisor and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Sustainable Investing (ESG), Financial Planning, Buy-Side solutions, etc. The role requires some travel approximated at 5-10%. This position will be based in Montreal.

The Responsibilities

• Exceed revenue targets.
• Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution.
• Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client’s enterprise.
• Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset.
• Forecast and proactively uncover sales opportunities with clients and prospects.
• Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity.
• Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
• Work well within a team-based sales framework that includes strong collaboration with sales specialists, pre-sales consultants, and product leaders to execute on growth and retention strategies within the client accounts.
• Develop and maintain sales forecasting, pipeline activity and opportunity progression all within SalesForce.

The Qualifications

• Bilingual in French and English
• At least ten (10) years of sales and account management experience in the finance and investment industry.
• Proven track record of exceeding prior annual sales targets.
• Prior experience in a hunter role.
• Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands‑on, organized approach.
• Strong leadership, long-range strategic planning, and time-management skills
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment concepts.
• Bachelor's Degree. MBA or CFA a plus.

Base Salary Range: 120,000-170,000 CAD

Commission Target: 66%

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). 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. 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). 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.

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. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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