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About the Role
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. We offer a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
Responsibilities
- Manage and grow a portfolio, ensuring strong relationships and consistent value delivery.
- Develop new business opportunities to expand presence and acquire new clients.
- Own and expand book of business, exceeding sales targets through new client acquisition and enhancing existing relationships.
- Proactively manage accounts, minimizing cancellations and ensuring long-term client value and satisfaction.
- Oversee contracts for new and renewal business, collaborating with internal stakeholders for a smooth process.
- Partner with sales professionals, product management, Pre-Sales, after-sales consultants, and support teams to deliver exceptional client solutions.
- Maintain accurate and timely sales forecasts using Salesforce CRM.
- Leverage Morningstar products and expertise to provide tailored solutions that empower clients to succeed.
Requirements
- Degree or equivalent with a financial or analytical discipline preferred.
- 5+ years of selling Financial Data solutions, ideally from providers like Factset, FE Fundinfo, ICE Data Services, or LSEG.
- Experience selling into a wide range of institutional clients, including Buy and Sell side, Data Vendors, and Media.
- Proven track record of exceeding prior targets.
- Excellent networking skills.
- Hands-on, organized individual capable of building long-term client relationships.
- Strong leadership, long-range planning, and time-management skills.
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Comfortable working in a high-performance team environment and able to work independently with limited oversight.
- Charismatic individual who can easily influence others.
- Strong business instincts, good judgment, and a creative mindset.
- Impeccable character with high ethical and quality standards.
- Extreme attention to detail.
Skills
- Financial Data solutions sales
- Account Management
- New Business Development
- Client Relationship Management
- Sales Forecasting
- Salesforce CRM
- Contract Management
- Networking
- Leadership
- Long-range planning
- Time management
- Verbal communication
- Written communication
- Presentation skills
- Teamwork
- Independent work
- Persuasion
- Business acumen
- Strategic thinking
- Attention to detail
Location
- UK
Work Type
- Hybrid
Experience Level
- 5+ years
Education Level
- Degree or equivalent
Salary/Compensations
- GBP 79,000.00-115,000.00
- Commission Target: 66.67% Annual
Benefits
- Commission target may vary by up to ±15% depending on final plan design and business factors.
- Hybrid work environment with four days in-office each week in most locations.
- Tools and resources to engage meaningfully with global colleagues.
About the Company
- Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets.
- Offerings include a wide range of data, research, and investment management services.
- Manages over $300+ billion in assets.
- Operates in 32 countries.
- Supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
Equal Opportunity
- At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.