Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. This role promotes and sells 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

• 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
• 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 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.