The Role:
Morningstar's U.S. Strategic Accounts team seeks a highly motivated, experienced Senior Vice President, Business Development focused on impactfully growing a book of assigned clients and prospects within the Wealth Management and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Sales Specialists on opportunities for Indexes, Pitchbook, Sustainalytics, Market Data, Investment Management, Buy-Side solutions and Audience Sales.
Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in Chicago or New York.
Job Responsibilities:
Exceed revenue targets
Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution.
Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client’s enterprise.
Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset.
Forecast and proactively uncover sales opportunities with clients and prospects.
Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity.
Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
Document daily activities in CRM system.
Qualifications:
Candidates should have at least ten 7-10 years of sales and account management experience in the finance and investment industry.
Proven track record of exceeding prior annual sales targets.
Prior experience in a hunter role.
Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach.
Strong leadership, long-range strategic planning, and time-management skills
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts.
A bachelor’s degree required, MBA or CFA a plus.
Base Salary Range: $96,611 - $173,889
Incentive % Salary: 80%
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.