Regional Sales Director - Wealth Solutions (Pacific Northwest)

Morningstar; Phoenix (AZ); On-site; USD 260,000 - 468,000; Full time

Benefits offered by this job

401k match up to 6%

Stock Ownership Potential

Company provided life insurance

Comprehensive health benefits

Sabbatical program (6 weeks)

Paid parental leave (8–24 weeks)

Tuition Reimbursement

Volunteer program benefits

Flex stipend $1,000/year

Job summary

Morningstar is seeking a Regional Sales Director to drive adoption of Morningstar Managed Portfolios among independent broker-dealers and RIAs in the Pacific Northwest. You will promote the platform and portfolios, conduct meetings, and partner with a sales consultant to maximize territory impact.

A minimum of 4 years in the industry and ability to explain portfolio concepts are required; CFP designation is a plus. The role offers a competitive total cash compensation and generous benefits.

Qualifications

• Minimum of 4 years related industry experience.
• Ability to market investment products to financial advisors.
• Ability to explain portfolio management concepts to clients.
• Ability to work independently and with internal sales counterparts.
• Team oriented, collaborative mindset.
• CFP designation or other designations is a plus.

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 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.
• Perform special tasks as needed.

Skills

Relationship building

Market investment products

Independent work

Portfolio concepts

CFP designation (nice to have)

Job description

Morningstar is seeking a Regional Sales Director to drive adoption of Morningstar Managed Portfolios among independent broker-dealers and RIAs in the Pacific Northwest. You will promote the platform and portfolios, conduct meetings, and partner with a sales consultant to maximize territory impact.

A minimum of 4 years in the industry and ability to explain portfolio concepts are required; CFP designation is a plus. The role offers a competitive total cash compensation and generous benefits.