Job Description
The Role: Morningstar Indexes is seeking a highly motivated Research Data Products (RDP) Sales Specialist to drive growth across sophisticated asset management clients. This role focuses on promoting and expanding adoption of the RDP suite among Asset Managers Wealth Managers Hedge Funds Market Makers Banks and Broker-Dealers that use deep historical market data for advanced use cases including back-testing risk modeling and market simulation.
You will collaborate closely with colleagues across Index Data Sales Product and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments it will require approximately 30% travel. The position will be based in Chicago New York or London.
Responsibilities
- Own and grow a commercial book of business across asset managers hedge funds trading firms banks and wealth platforms.
- Consistently meet and exceed revenue targets with a focus on new sales expansions and repricing opportunities.
- Identify qualify and develop short-term opportunities and long-term strategic partnerships.
- Lead consultative sales conversations around data usage licensing scope and value intensity.
- Collaborate closely with Product Legal and Customer Success teams to structure optimal commercial solutions.
- Develop a strong understanding of client workflows including data needs for research portfolio construction trading risk and analytics.
- Deliver compelling product demonstrations and clearly 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.
What You Will Bring
- Direct experience selling financial data analytics or market data to institutional clients (asset managers hedge funds banks or trading firms).
- Demonstrated success closing new business and expansion deals in a quota-carrying role.
- Experience selling complex data-driven solutions with non-standard pricing and licensing structures.
- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
- Ability to engage credibly with sophisticated clients across research investment trading and risk functions.
- Familiarity with data licensing models enterprise agreements or usage-based pricing.
- Excellent written and verbal communication skills including the ability to present technical concepts clearly and persuasively.
- Highly organized proactive and comfortable managing multiple opportunities simultaneously.
Requirements
- Bachelor's degree required.
- 5+ years' experience in market data index data financial analytics or adjacent data products.
- Willingness to travel up to 30%.
Base Salary Compensation Range
$101422 - $172 USD Annual
Incentive Target Percentage
60% Annual: Individual Target
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
- Bachelor's degree
- 5+ years experience in market data index data financial analytics or adjacent data products
- Direct experience selling financial data analytics or market data to institutional clients (asset managers hedge funds banks or trading firms)
- Demonstrated success closing new business and expansion deals in a quota-carrying role
- Experience selling complex data-driven solutions with non-standard pricing and licensing structures
- Familiarity with data licensing models enterprise agreements or usage-based pricing
- Strong consultative selling skills and ability to translate client use cases into commercial opportunities
- Ability to engage credibly with sophisticated clients across research investment trading and risk functions
- Excellent written and verbal communication skills including presenting technical concepts clearly
- Highly organized proactive and comfortable managing multiple opportunities simultaneously
- Willingness to travel up to 30%
What the Team is Saying






Morningstar Compensation & Benefits Highlights
- Leave & Time Off Breadth—A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
- Parental & Family Support—A global minimum of paid parental leave for primary and secondary caregivers along with paid caregiving leave signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
- Retirement Support—Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.
Morningstar Insights
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
06/24/2026
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