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About the Role

Morningstar's Business Development Team seeks a Vice President, Business Development focused on growing revenue and building relationships within our largest strategic accounts. This role will deepen our footprint within key areas by focusing on growing adoption of Morningstar Direct and addressing client workflow challenges through additional services, particularly Report Distribution.

Responsibilities

• Exceed growth targets.
• Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.
• Establish and build relationships with key stakeholders, in collaboration with SVP.
• Identify new business groups and opportunities within the accounts.
• Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Forecast and proactively uncover opportunities within key business groups.
• Negotiate and close business.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Requirements

• 5+ years of business development, sales and/or account management experience in the finance and investment industry.
• Proven track record of exceeding prior targets.
• Hands-on, organized individuals who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment requirements.

Location

• New York

Work Type

• Hybrid
• Full-time

Experience Level

• Vice President

Education Level

• Bachelor's degree required
• MBA or CFA a plus

Salary/Compensations

• Base Salary Range: $68,696.30-105,228.07
• Incentive Target: 68.75%

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 to cover personal education & well-being expenses
• Tuition Reimbursement
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

About the Company

• Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors.
• The group primarily serves the following client segments: Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.
• 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.

Equal Opportunity

• Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
• US Applicants: 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.