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About the Role

Morningstar's Business Development Team seeks a Vice President, Business Development to grow revenue and build relationships within strategic accounts. This role focuses on increasing adoption of Morningstar Direct and addressing client workflow challenges through additional services like Report Distribution. The position requires approximately 30% travel and a hybrid work model with four days per week in the New York office.

Responsibilities

Exceed growth targets.
Uncover client business needs and collaborate with internal teams to determine optimal solutions.
Establish and build relationships with key stakeholders.
Identify new business groups and opportunities within 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 capable of building long-term client relationships.
Strong leadership, long-range planning, and time-management skills.
Excellent verbal and written communication abilities.
Ability to deliver professional and persuasive presentations.
Ability to understand complex investment requirements.
A bachelor's degree required.

Skills

Business Development
Sales
Account Management
Finance
Investment Industry
Leadership
Long-range planning
Time-management
Communication
Presentation Skills
Product Demonstrations
Product Knowledge
Forecasting
Negotiation
SFDC

Location

New York

Work Type

Hybrid
Full-time

Experience Level

5+ years

Education Level

Bachelor's degree
MBA or CFA a plus

Salary/Compensations

$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 health insurance premium discounts
Company-provided HSA contributions (up to $500-$2,000 annually)
Additional medical Wellness Incentives (up to $300-$600 annually)
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 for personal education & well-being)
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 helps institutional clients strengthen their businesses to provide better outcomes for investors, serving Wealth Management, Asset Management, Retirement, and Alliances & Redistributor segments.
Morningstar's hybrid work environment fosters collaboration, with most locations requiring four days in-office each week. Tools and resources are available for global colleagues.