VP, Institutional Growth & Business Development

Morningstar; Chicago (IL); Hybrid; USD 115,925 - 177,758; Full time

Benefits offered by this job

100% 401k match up to 6% of salary

Stock ownership potential

Company-provided life insurance - 1x-2

Comprehensive health benefits

Sabbatical program

Paid parental leave

Job summary

Morningstar’s Business Development team seeks a Vice President to grow revenue and deepen relationships within our largest strategic accounts. Based in Chicago, this role focuses on expanding Morningstar Direct adoption and related services across the U.S., with ~30% travel and close collaboration with SVPs.

You will drive strategic account plans, demonstrate product capabilities, and negotiate to close opportunities while building long-term client relationships in the finance industry.

Qualifications

• 5+ years of business development, sales and/or account management experience in the finance/investment industry.
• Proven track record of exceeding targets.
• Hands-on, organized individuals who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills.
• Excellent verbal and written communication abilities and persuasive presentations.
• Ability to understand complex investment requirements.
• Bachelor’s degree required; MBA or CFA a plus.

Responsibilities

• Exceed growth targets.
• Uncover client business needs and collaborate with SVP and internal teams to determine optimal solution.
• Establish and build relationships with key stakeholders, in collaboration with SVP.
• Identify new business groups and opportunities within accounts.
• Drive adoption of Morningstar Direct and deploy additional solutions.
• Master product demonstrations and knowledge of capabilities and benefits.
• Forecast and uncover opportunities within key business groups.
• Negotiate and close business.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Skills

Business development

Sales

Account management

Relationship building

Leadership

Communication

Investment knowledge

Time management

Education

Bachelor's degree

Job description

Morningstar’s Business Development team seeks a Vice President to grow revenue and deepen relationships within our largest strategic accounts. Based in Chicago, this role focuses on expanding Morningstar Direct adoption and related services across the U.S., with ~30% travel and close collaboration with SVPs.

You will drive strategic account plans, demonstrate product capabilities, and negotiate to close opportunities while building long-term client relationships in the finance industry.