Business Development Manager

Morningstar, Inc.; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading global investment firm seeks a Wealth Business Development Manager to drive growth in the Midlands region. This role focuses on building relationships with financial advisors and wealth management clients to increase funds under management and expand business opportunities. It entails both face-to-face and remote interactions, backed by a robust hybrid working environment that fosters collaboration and flexibility.

Benefits

Hybrid work environment

Flexible working hours

Engagement with global colleagues

Qualifications

• Extensive experience in UK Financial Services Sector.
• Proven track record in investment/platform sales.
• Excellent relationship management skills.

Responsibilities

• Identify, generate, and qualify new business leads.
• Grow funds under management by developing relationships.
• Prepare and deliver presentations to clients.

Skills

Relationship Management

Sales

Communication

Team Player

Job description

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Business Development Manager

Wealth Business Development Manager - Midlands

About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with over $300 billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

The Role: As our Wealth Business Development Manager for the Midlands region, you'll be a key member of the sales team focused on developing new business opportunities with both new and existing financial advice and wealth management clients. Your primary goal will be increasing the funds under management within our managed portfolios, multi-asset funds, and wealth platform.

You will build meaningful, trust-based, consultative relationships with clients, conducting regular face-to-face and remote meetings to increase awareness of our business, products, and services, as well as developing cross-selling opportunities.

What You'll Do

• Identify, generate, and qualify new business leads.
• Support planning and delivery of business targets.
• Grow funds under management by developing relationships.
• Prepare and deliver presentations internally and externally.
• Schedule and conduct training sessions with intermediary clients.
• Ensure timely delivery of proposals and marketing materials.
• Monitor competitors and market trends to inform strategic development.
• Build trusted relationships within the team to exceed client expectations.
• Adhere to risk and compliance policies to maintain the company's integrity and culture.
• Participate in sales meetings.

Who You Are

• Extensive experience in UK Financial Services Sector.
• Proven track record in investment/platform sales.
• Excellent relationship management skills.
• Confident in telephone communication.
• Effective team player and communicator.

Ready to Shape the Future?

At Morningstar, every hire strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

If you accept an offer, personal and related investments must be disclosed confidentially to our compliance team to meet ethical standards. Conflicts of interest may require liquidation or transfer of holdings to an approved broker.

Our hybrid work environment offers remote work and in-person collaboration, typically three days a week. We also provide other benefits to support flexibility and engagement with our global colleagues.

Job ID: REQ-051344