Morningstar Direct Sales Specialist Business Development

Morningstar, Inc.; New York (NY); Hybride; USD 69 000 - 105 000; Plein temps

Avantages offerts par ce poste

401k match up to 6%

Stock ownership

Health benefits

Sabbatical program

Paid parental leave

Résumé du poste

Morningstar, Inc. is seeking a Vice President, Business Development to expand revenue within our largest strategic accounts across the U.S. The role focuses on growing Morningstar Direct adoption, aligning with SVPs, and building durable client relationships while addressing complex investment workflow needs.

This hybrid New York-based position requires about 30% travel and four in-office days per week. You will lead demonstrations, identify opportunities, negotiate, and document activities in

Qualifications

• 5+ years of business development or sales in finance/investment industries.
• Proven track record of exceeding targets.
• Ability to build long-term client relationships.
• Excellent verbal and written communication; persuasive presentations.
• Bachelor’s degree; MBA/CFA a plus.

Responsabilités

• Exceed growth targets.
• Uncover client needs and coordinate solutions.
• Build relationships with key stakeholders with SVP.
• Identify new business groups and opportunities.
• Drive adoption of Morningstar Direct and related solutions.
• Master product demonstrations and benefits.
• Forecast and close opportunities.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Connaissances

Business development

Sales

Account management

Leadership

Communication skills

Investment knowledge

Formation

Bachelor's degree

MBA

CFA

Outils

SFDC

Description du poste

The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.

The Role: Morningstar`s Business Development Team seeks a highly motivated Vice President, Business Development focused on growing revenue and building relationships within our largest strategic accounts.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. This position is a hybrid position with a required four days a week in our New York office.

Responsibilities:

• Exceed growth targets.

• Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.

• Establish and build relationships with key stakeholders, in collaboration with SVP.

• Identify new business groups and opportunities within the accounts.

• Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.

• Master product demonstrations and knowledge of product capabilities and benefits.

• Forecast and proactively uncover opportunities within key business groups.

• Negotiate and close business.

• Develop growth plans for accounts.

• Document daily activities in SFDC.

Requirements:

• 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.

• Hands-on, organized individuals who can build long-term client relationships.

• Strong leadership, long-range planning, and time-management skills are essential.

• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.

• Ability to understand complex investment requirements.

• A bachelor`s degree required; MBA or CFA a plus.

Base Salary Range: $68,696.30-105,228.07
Incentive Target: 68.75%

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health

  • Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-termdisabilityinsurance

• Emotional Health

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & FormalMentorshipOpportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

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.