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About the Role

Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. This role involves promoting and selling Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered Investment Advisors (RIAs), representing Morningstar's capabilities, capital market insights, investment solutions, and products. It's an opportunity for individuals excited about the asset management business, working with driven colleagues, and making an impact.

Responsibilities

Drive sales results with target market of financial advisors in 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 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.

Requirements

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.
If you receive and accept an offer, personal and related investments must be disclosed confidentially to the Compliance team to ensure they meet Code of Ethics requirements. Conflicts of interest require immediate liquidation of holdings.
Dependent on department and location, certain employee accounts must be held with an approved broker.

Skills

Sales
Relationship Building
Investment Products Marketing
Financial Advisor Practice Evaluation
Independent Work
Team Collaboration
Portfolio Management Concepts Explanation
CRM Utilization (Salesforce)

Location

Pacific Northwest (California, Seattle, Arizona)

Work Type

Hybrid

Experience Level

4+ years related industry experience

Education Level

CFP or other Designations (Nice to have)

Salary/Compensations

$260,100 – $468,175 USD

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision)
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

About the Company

Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients.
By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.

Equal Opportunity

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
Morningstar is an E-Verify program participant.
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.