Regional Sales Director

Morningstar Credit Ratings, LLC; Arizona; Hybrid; USD 260,000 - 468,000; Full time

Benefits offered by this job

Financial Health 401k match up to 6%

Stock Ownership Potential

Health benefits including medical/dent

Sabbatical program

Parental leave

Tuition reimbursement

Volunteer days

Hybrid work environment

Job summary

Morningstar Wealth is seeking a Regional Sales Director to champion Morningstar Platform and Managed Portfolios among Independent Broker Dealers and RIAs in the Pacific Northwest (CA, Seattle, AZ). You will join a data-driven sales team, cultivate strong advisor relationships, and drive market penetration in your territory.

Drive sales with financial advisors, manage time to maximize territory results, and collaborate with a sales consultant while using Salesforce to maximize penetration.

Qualifications

• Minimum of 4 years related industry experience.
• Ability to market investment products to financial advisor community.
• Ability to understand and evaluate a financial advisor's practice.
• Ability to work independently as well as in concert with an internal sales counterpart.
• Strong interest and ability to explain portfolio management concepts.

Responsibilities

• Drive sales results within the financial advisor market in your region.
• Establish, cultivate, and develop strong relationships with existing advisor base.
• Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios.
• Follow up on leads in tandem with your internal sales consultant.
• Strategically manage time to maximize sales in territory.

Skills

Relationship building

Investment product marketing

Portfolio management concepts

Independent work

Education

CFP or other designations

Tools

Salesforce CRM

Job description

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.

The Role

Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we’d like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions.

Responsibilities

Drive sales results with target market of financial advisors in your respective region. Establish, cultivate, and develop strong relationships with existing advisor base. Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios. Follow up on leads in tandem with your internal sales consultant. Strategically manage time to maximize sales in territory. Utilize Salesforce as a CRM to maximize penetration success. Perform special tasks as needed.

Qualifications

Minimum of 4 years related industry experience. Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. Strong ability to understand and evaluate a financial advisor's practice. Ability to work independently as well as in concert with an internal sales counterpart. Strong interest and ability to explain portfolio management concepts. Ability to work in a team environment and own issues as they arise.

Nice to have

CFP or other Designations

Total Cash Compensation

$260,100 – $468,175 USD

Compensation and Benefits

• 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 plans and coverages


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


• Company-provided long- and short-term disability insurance


• 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 & Formal Mentorship Opportunities


• 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.

Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success. Company overview Morningstar Development Program

Equal Opportunity Statement

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.