Regional Sales Director

Morningstar Investment Management, LLC; San Francisco (CA); Hybrid; USD 260,000 - 468,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Job summary

Morningstar Investment Management LLC seeks a Regional Sales Director to drive adoption of Morningstar Platform and Managed Portfolios among independent broker-dealers and RIAs. You will cultivate relationships, conduct group and one-on-one meetings, and work with internal teams to grow the advisor base across California, Seattle, and Arizona in a hybrid setup.

This role requires at least four years in financial services, a passion for relationship building, and the ability to explain portfolio

Qualifications

• Minimum of 4 years related industry experience.
• Ability to market investment products to financial advisor community.
• Able to explain portfolio management concepts to advisors.

Responsibilities

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

Skills

Relationship building

Sales to financial advisors

Client relationship management

Public meeting facilitation

Time management

Team collaboration

Education

CFP or other designations

Tools

Salesforce

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

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.

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