Director, Large-Market Retirement Solutions

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

Benefits offered by this job

Hybrid work environment

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 individual will be responsible for supporting our recordkeeping partners and the Consultant community in the positioning, placement, growth, and retention of Morningstar’s Managed Accounts and Custom Target Date solutions.

Qualifications

• 10+ years of experience with large-market defined contribution plan sponsors, consultants, recordkeepers, and investment committees.
• Experience presenting to sophisticated plan sponsor committees, fiduciaries, and consultants.
• Established credibility within the defined contribution industry.

Responsibilities

• Represent Morningstar Retirement in the large-market recordkeeper and consultant communities.
• Build relationships with recordkeepers, wholesalers, consultants, and plan sponsors.
• Serve as a subject matter expert on large-market defined contribution needs and solutions.
• Collaborate with product, marketing, legal, and compliance to drive adoption of retirement solutions.
• Achieve annual sales, placement, retention, and asset growth objectives.

Skills

Stakeholder engagement

Strategic sales leadership

Presentation to committees

Education

BS/BA degree

MBA or CFA desirable

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 individual will be responsible for supporting our recordkeeping partners and the Consultant community in the positioning, placement, growth, and retention of Morningstar’s Managed Accounts and Custom Target Date solutions.