Director, Large-Market Retirement Solutions

Morningstar Investment Management, LLC; Chicago (IL); Hybrid; USD 265,000 - 478,000; Full time

Job summary

Morningstar Investment Management, LLC’s Workplace Solutions team seeks a Director, Large Market Solutions to represent Morningstar Retirement within the large-market defined contribution ecosystem. This role supports recordkeeping partners and consultants in positioning, growing, and retaining Morningstar's Managed Accounts and Custom Target Date solutions.

The successful candidate will develop deep expertise in Morningstar's retirement solutions and serve as a subject matter expert for

Qualifications

• 10+ years of experience working with large-market defined contribution plan sponsors, consultants, recordkeepers, and investment committees.
• Demonstrated experience presenting to and influencing sophisticated plan sponsor committees, fiduciaries, consultants, and other retirement plan decision-makers.
• Established credibility in the defined contribution industry.

Responsibilities

• Serve as Morningstar Retirement's large-market representative within the recordkeeper distribution community, traditional defined contribution consultant community, and broader large-market retirement ecosystem.
• Build and maintain relationships with recordkeeper relationship managers, wholesalers, consultants, advisors, and other key influencers involved in large-market defined contribution decisions.
• Represent Morningstar Retirement in meetings with consultants, recordkeeper partners, plan sponsors, and investment committees.
• Partner with recordkeeper sales organizations to identify, develop, and advance opportunities for Morningstar Managed Accounts and Custom Target Date solutions.
• Support recordkeeper partners in competitive sales situations and assist in retention and expansion of existing business.
• Collaborate with consultant relations to influence consultant evaluations and marketplace positioning.
• Provide marketplace intelligence and feedback to support product development and go-to-market initiatives.
• Represent Morningstar Retirement at industry conferences and partner events.
• Achieve annual sales, placement, retention, and asset growth objectives.

Skills

Relationship management

Sales leadership

Public speaking

Strategic planning

Education

BS/BA degree

Job description

Morningstar Investment Management, LLC’s Workplace Solutions team seeks a Director, Large Market Solutions to represent Morningstar Retirement within the large-market defined contribution ecosystem. This role supports recordkeeping partners and consultants in positioning, growing, and retaining Morningstar's Managed Accounts and Custom Target Date solutions.

The successful candidate will develop deep expertise in Morningstar's retirement solutions and serve as a subject matter expert for