VP, Business Development - Strategic Accounts (Direct Sales)

Morningstar, Inc.; New York (NY); Hybrid; USD 69,000 - 105,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership

Health benefits

Sabbatical program

Paid parental leave

Job summary

Morningstar, Inc. is seeking a Vice President, Business Development to expand revenue within our largest strategic accounts across the U.S. The role focuses on growing Morningstar Direct adoption, aligning with SVPs, and building durable client relationships while addressing complex investment workflow needs.

This hybrid New York-based position requires about 30% travel and four in-office days per week. You will lead demonstrations, identify opportunities, negotiate, and document activities in

Qualifications

• 5+ years of business development or sales in finance/investment industries.
• Proven track record of exceeding targets.
• Ability to build long-term client relationships.
• Excellent verbal and written communication; persuasive presentations.
• Bachelor’s degree; MBA/CFA a plus.

Responsibilities

• Exceed growth targets.
• Uncover client needs and coordinate solutions.
• Build relationships with key stakeholders with SVP.
• Identify new business groups and opportunities.
• Drive adoption of Morningstar Direct and related solutions.
• Master product demonstrations and benefits.
• Forecast and close opportunities.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Skills

Business development

Sales

Account management

Leadership

Communication skills

Investment knowledge

Education

Bachelor's degree

MBA

CFA

Tools

SFDC

Job description

Morningstar, Inc. is seeking a Vice President, Business Development to expand revenue within our largest strategic accounts across the U.S. The role focuses on growing Morningstar Direct adoption, aligning with SVPs, and building durable client relationships while addressing complex investment workflow needs.

This hybrid New York-based position requires about 30% travel and four in-office days per week. You will lead demonstrations, identify opportunities, negotiate, and document activities in