Job Description
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New York NY USA
Hybrid
100K-500K Annually
Senior level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
Drive revenue growth within strategic institutional accounts by expanding adoption of Morningstar Direct and related services. Build stakeholder relationships identify opportunities perform product demonstrations forecast and negotiate deals document activity in Salesforce and meet growth targets. Requires collaboration with SVPs and travel across the U.S.
Summary Generated by Built In
The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.
The Role: Morningstar`s Business Development Team seeks a highly motivated Vice President Business Development focused on growing revenue and building relationships within our largest strategic accounts. Aligned with the SVPs of Business Development for those accounts you will deepen our footprint within key areas. By focusing on growing adoption of Morningstar Direct our core institutional platform you will further represent Morningstar`s solutions to address our clients' most pressing workflow challenges through additional services in particular Report Distribution. This role covers opportunities across the U.S. and will require approximately 30% travel. This position is a hybrid position with a required four days a week in our New York office.
Responsibilities:
Requirements:
Base Salary Range: $68696.30-105228.07
Incentive Target: 68.75%
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are you'll have tools and resources to engage meaningfully with your global colleagues.
The Role: Morningstar`s Business Development Team seeks a highly motivated Vice President Business Development focused on growing revenue and building relationships within our largest strategic accounts. Aligned with the SVPs of Business Development for those accounts you will deepen our footprint within key areas. By focusing on growing adoption of Morningstar Direct our core institutional platform you will further represent Morningstar`s solutions to address our clients' most pressing workflow challenges through additional services in particular Report Distribution. This role covers opportunities across the U.S. and will require approximately 30% travel. This position is a hybrid position with a required four days a week in our New York office.
Responsibilities:
- Exceed growth targets.
- Uncover client business needs and work with the SVP of Business Development 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 the accounts.
- Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
- Master product demonstrations and knowledge of product capabilities and benefits.
- Forecast and proactively uncover opportunities within key business groups.
- Negotiate and close business.
- Develop growth plans for accounts.
- Document daily activities in SFDC.
Requirements:
- Candidates should have 5+ years of business development sales and/or account management experience in the finance and investment industry.
- Proven track record of exceeding prior targets.
- Hands-on organized individuals who can build long-term client relationships.
- Strong leadership long-range planning and time-management skills are essential.
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment requirements.
- A bachelor`s degree required; MBA or CFA a plus.
Base Salary Range: $68696.30-105228.07
Incentive Target: 68.75%
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are you'll have tools and resources to engage meaningfully with your global colleagues.
Skills Required
- 5+ years of business development sales or account management experience in the finance and investment industry.
- Proven track record of exceeding sales targets.
- Bachelor's degree.
- MBA or CFA.
- Strong leadership long-range planning and time-management skills.
- Excellent verbal and written communication and presentation skills.
- Ability to understand complex investment requirements.
- Willingness and ability to travel approximately 30% of the time.
- Hybrid work model: required four days per week in New York office.
- Document daily activities and manage opportunities in Salesforce (SFDC).
- Experience delivering product demonstrations and deep knowledge of product capabilities.
- Hands-on organized able to build long-term client relationships.
What the Team is Saying
Morningstar Compensation & Benefits Highlights
- Leave & Time Off Breadth—A recurring paid sabbatical and flexible time off in North America provide substantial time away and are presented as a signature differentiator. The program’s active use alongside paid volunteer days underscores broad time-off options.
- Parental & Family Support—A global standard for paid parental leave plus paid caregiving leave and adoption assistance signals robust family support. These policies are positioned as company-wide standards with location-specific administration.
- Equity Value & Accessibility—A shared ownership program enables converting part of a bonus into RSUs with a company match adding long‑term value beyond salary. Performance-based RSU awards can further enhance equity outcomes for high achievers.
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The Company
HQ: Chicago IL
11500 Employees
Year Founded: 1984
What We Do
At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Date Posted
07/02/2026
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