Senior Relationship Manager

About the role:
As a Senior Relationship Manager, you will be responsible for the overall ongoing relationship for your recordkeeping clients. In addition, you will partner with Sales on new opportunities, collaborate with Marketing on initiatives to drive plan and participant adoption, work with Legal Counsel and clients on contract negotiations, lead the discussions in every area of the client relationship including senior level client meetings, strategy planning, annual and quarterly update meetings, methodology and investment related topics, due diligence and corporate security audits. Lastly, you will also work to identify new business opportunities within existing client relationships and come up with creative solutions to help in the marketplace. In doing so, you will help act as a lead product and/or post-rollout and strategy advisor. This may also include renewals and some new business negotiations.
Responsibilities:

• Serve as Senior Relationship Manager and main point of contact for our Plan Provider and Plan Sponsor clients
• Support Sales with RIA, broker-dealer and asset manager relationships.
• Further foster, strengthen and drive successes of client relationships
• Possess mid-level knowledge to answer a variety of product, methodology, compliance, investment and technical questions
• Possess and expand knowledge of competitors' business and offerings
• Expand understanding and knowledge of Morningstar retirement products and industry, including proposed regulatory changes and the impacts on the business
• Lead and coordinate model validations where clients audit the plan lineup and portfolio construction methodology components of the advice process
• Develop account strategies, ensure coordination internally and partner with other Relationship Managers as needed
• Partner with Marketing teams to work on client campaigns to raise adoption and promote our services to the various audiences we serve.
• Partner with Implementation and Operation teams to ensure processes are executed to meet client expectations
• Collaborate with Morningstar Product team to ensure client feedback and implications are being represented in product roadmap decisions
• Proactively engage with clients on new enhancements to our services
• Work with our Consultant Relations team to make sure that all relevant parties are working together.
• Help clients to strategize on programs and initiatives to further drive adoption of our services
• Collaborate with Sales to help identify opportunities for service upsells which add value for both client and Morningstar throughout the relationship

Qualifications:

• 7+ years of relevant work experience, or shown success in managing a book of business and servicing accounts
• Extraordinary written, verbal and presentation skills
• Strong analytical, reporting and project management skills
• Can independently organize many moving parts to multiple client relationships
• Bachelor's degree required

Nice to have:
Understanding of mutual funds, financial/investment concepts and retirement market
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality 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.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.