Regional Sales Director

The Group:
Morningstar's Investment Management group is a global team guided by Morningstar's mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar's unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.
The Role:
Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we'd like to talk to you. The territory for this role includes Texas, Arkansas & Louisiana. The position is based in the territory.
Responsibilities:

• Drive sales results with target market of financial advisors in your respective region.
• Establish, cultivate, and develop strong relationships with existing advisor base.
• Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios.
• Follow up on leads in tandem with your internal sales consultant.
• Strategically manage time to maximize sales in territory.
• Utilize Salesforce as a CRM to maximize penetration success.
• Perform special tasks as needed.

Qualifications:

• Minimum of 4 years related industry experience.
• Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
• Strong ability to understand and evaluate a financial advisor's practice.
• Ability to work independently as well as in concert with an internal sales counterpart.
• Strong interest and ability to explain portfolio management concepts.
• Ability to work in a team environment and own issues as they arise.

Nice to have:

• CFP, CIMA or other designations

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
090_MstarInvSvcInc Morningstar Investment Services, Inc. Legal Entity
If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.