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About the Role

Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. This role seeks to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered Investment Advisors (RIAs), representing Morningstar's capabilities, capital market insights, and investment solutions.

Responsibilities

• Drive sales results with target market of financial advisors in your 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 your 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.

Skills

• Salesforce

Location

• Pacific Northwest (California, Seattle, Arizona)

Work Type

• Hybrid

Experience Level

• 4+ years

Education Level

• CFP or other Designations (Nice to have)

Salary/Compensations

• $260,100 – $468,175 USD

Benefits

• A range of other benefits are also available to enhance flexibility as needs change.
• Tools and resources to engage meaningfully with your global colleagues.

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

• 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity