Strategic Account Lead, Institutional Financial Data

Morningstar; New York (NY); Hybrid; USD 112,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Commission-based incentive

Job summary

Morningstar is seeking an experienced sales professional to own and grow a commercial book across asset managers, hedge funds, banks, and trading firms. The role requires travel up to 30% and will be based in Chicago, New York, or London with a focus on data licensing and pricing.

You will lead consultative sales conversations, deliver product demonstrations of Morningstar RDP datasets, and manage opportunities through CRM in collaboration with Product, Legal, and Customer Success teams.

Qualifications

• Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
• Experience closing new business and expansion deals in a quota-carrying role.
• Experience selling data-driven solutions with non-standard pricing and licensing structures.

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.
• Lead consultative sales conversations around data usage, licensing scope, and value intensity.
• 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 accurate pipeline management, forecasting, and activity tracking in CRM.
• Build trusted relationships with senior decision-makers including PMs, quants, risk teams, and heads of research.

Skills

Sales experience

Institutional clients

Financial data analytics

Complex licensing

Consultative selling

CRM & pipeline management

Executive stakeholder engagement

Education

Bachelor's degree

Tools

CRM

Job description

Morningstar is seeking an experienced sales professional to own and grow a commercial book across asset managers, hedge funds, banks, and trading firms. The role requires travel up to 30% and will be based in Chicago, New York, or London with a focus on data licensing and pricing.

You will lead consultative sales conversations, deliver product demonstrations of Morningstar RDP datasets, and manage opportunities through CRM in collaboration with Product, Legal, and Customer Success teams.