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About the Role

Manage and grow a portfolio, develop new business opportunities, and expand Morningstar's presence by acquiring new clients. This role focuses on account management, proactive client engagement, and contract oversight to ensure client success and satisfaction.

Responsibilities

• Manage and grow a portfolio, ensuring strong relationships and consistent value delivery.
• Develop new business opportunities, expanding presence and acquiring 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, working closely with internal stakeholders.
• Partner with sales professionals, product management, Pre-Sales, after-sales consultants, and support teams.
• Maintain accurate and timely sales forecasts using Salesforce CRM.
• Leverage Morningstar products and expertise to provide tailored solutions that empower clients.

Requirements

• Degree or equivalent with a financial or analytical discipline preferred.
• 3-5 years of selling Financial Data solutions ideally from a provider such as 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 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.
• Comfortable working in a high-performance team environment and the ability to work independently with limited oversight.
• A naturally charismatic person who can bring others along easily.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards.
• Extreme attention to detail.

Skills

• Sales
• Account Management
• Client Relationship Management
• Sales Forecasting
• Salesforce CRM
• Financial Data Solutions
• Networking
• Leadership
• Long-range Planning
• Time Management
• Communication
• Presentation Skills
• Teamwork
• Independent Work
• Business Acumen
• Strategic Thinking

Location

• UK

Work Type

• Hybrid

Experience Level

• 3-5 years

Education Level

• Degree or equivalent

Salary/Compensations

• GBP 79,000.00-115,000.00

Benefits

• Commission Target: 66.67% Annual
• Hybrid work environment
• 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, 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.

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.