Senior Associate Director, Research Data Sales

Morningstar; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Collaborative environment

Job summary

Morningstar is seeking a senior institutional sales professional to grow a commercial book across asset managers, hedge funds, banks, and trading firms. You will lead data-driven conversations, demonstrate Morningstar RDP datasets, and expand opportunities while traveling up to 30%.

The role collaborates with Product, Legal, and Customer Success to deliver tailored commercial solutions, with a strong focus on understanding client workflows, licensing structures, and value realization.

Qualifications

• Direct experience selling financial data, analytics, or market data to institutional clients.
• Proven track record closing new business and expansions in a quota-carrying role.
• Experience selling complex, data-driven solutions with non-standard pricing.
• Strong consultative selling skills translating use cases into opportunities.
• Ability to engage credibly with senior decision-makers across research, investment, trading, and risk.
• Familiarity with data licensing models or enterprise agreements.
• Excellent written and verbal communication skills.
• Highly organized and proactive in managing multiple opportunities.

Responsibilities

• Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
• Meet and exceed revenue targets focusing on new sales, expansions, and repricing opportunities.
• Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
• Lead consultative conversations around data usage, licensing scope, and value.
• Collaborate with Product, Legal, and Customer Success to structure optimal commercial solutions.
• Develop understanding of client workflows including data needs for research, portfolio construction, trading, risk, and analytics.
• Deliver product demonstrations and articulate the value of Morningstar RDP datasets.
• Maintain pipeline management, forecasting, and activity tracking in CRM.
• Build trusted relationships with senior decision-makers such as PMs, quants, risk teams, and heads of research.

Skills

Institutional sales

Quota carrying

Consultative selling

Data licensing

Executive engagement

Communication

Time management

Cross-functional collaboration

Education

Bachelor’s degree

Job description

Morningstar is seeking a senior institutional sales professional to grow a commercial book across asset managers, hedge funds, banks, and trading firms. You will lead data-driven conversations, demonstrate Morningstar RDP datasets, and expand opportunities while traveling up to 30%.

The role collaborates with Product, Legal, and Customer Success to deliver tailored commercial solutions, with a strong focus on understanding client workflows, licensing structures, and value realization.