Morningstar, Inc.
The Group:
Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client's investment needs.
The Role:
Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar's suite of Index data and will collaborate with on opportunities for Index data solutions. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Chicago or New York.
Responsibilities
Exceed revenue targets.
Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects.
Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities.
Document activities in CRM system.
Master product demonstrations and knowledge of product capabilities and benefits.
Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team.
What You Will Bring
Candidates should have at least five years of sales and account management experience in the index industry.
Proven track record of exceeding prior annual sales targets.
Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands‑on, collaborative, organized approach.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts across active and passive investment products.
Requirements
A bachelor's degree required; MBA or CFA a plus.
Total Cash Compensation Range, inclusive of base salary plus sales incentive:
$260,100-$468,175
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
75% 401k match up to 7%
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-$2,000 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 Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
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.
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Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client's investment needs.
The Role:
Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar's suite of Index data and will collaborate with on opportunities for Index data solutions. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Chicago or New York.
Responsibilities
Exceed revenue targets.
Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects.
Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities.
Document activities in CRM system.
Master product demonstrations and knowledge of product capabilities and benefits.
Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team.
What You Will Bring
Candidates should have at least five years of sales and account management experience in the index industry.
Proven track record of exceeding prior annual sales targets.
Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands‑on, collaborative, organized approach.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts across active and passive investment products.
Requirements
A bachelor's degree required; MBA or CFA a plus.
Total Cash Compensation Range, inclusive of base salary plus sales incentive:
$260,100-$468,175
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
75% 401k match up to 7%
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-$2,000 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 Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
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.
#J-18808-Ljbffr