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About the Role

Morningstar is seeking a driven individual to manage and grow a portfolio of clients, develop new business opportunities, and ensure consistent value delivery. This role involves proactive client engagement, contract management, and collaborative teamwork to deliver exceptional solutions and empower client success.

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

• Financial Data solutions sales
• Account Management
• Sales Forecasting
• Salesforce CRM
• Client Relationship Management
• Networking
• Leadership
• Long-range planning
• Time management
• Verbal communication
• Written communication
• Presentation skills
• Teamwork
• Independent work
• Business instincts
• Creative 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
• 66.67% Annual Commission Target

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, with $300+ billion in assets under management.
• Operates in 32 countries, supporting financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

Equal Opportunity

• Morningstar UK Ltd. Legal Entity