Sales Director, Large Market Solutions
About The Position
Morningstar Investment Management, LLC’s Workplace Solutions team is seeking a Director, Large Market Solutions to represent Morningstar Retirement in the large-market defined contribution ecosystem. The role supports recordkeeping partners and the consultant community in positioning, placing, growing, and retaining Morningstar’s Managed Accounts and Custom Target Date solutions. The Director will develop deep expertise in Morningstar’s retirement solutions and serve as a subject matter expert for large-market opportunities. The role partners with recordkeeper sales organizations, consultant relations, relationship management, product management, marketing, legal, and compliance teams to drive adoption and support strategic growth initiatives. It also involves engaging with sophisticated plan sponsor committees, consultants, and recordkeeper partners on plan sponsor needs, fiduciary considerations, participant outcomes, retirement readiness, Managed Accounts, and Custom Target Date solutions. This is a national sales role. Morningstar welcomes qualified candidates located in other locations. The position requires approximately 40% to 50% travel. Morningstar’s hybrid work model is four days in-office each week in most locations, with tools and resources to engage with global colleagues.
Requirements
- At least 10 years of experience working directly with large-market defined contribution plan sponsors, consultants, recordkeepers, and investment committees.
- Demonstrated experience presenting to and influencing sophisticated plan sponsor committees, fiduciaries, consultants, and other retirement plan decision-makers.
- Established credibility and reputation within the defined contribution industry.
- Subject matter expertise in Managed Accounts, Custom Target Date solutions, retirement readiness, participant outcomes, and the competitive landscape.
- Bachelor of Science or Bachelor of Arts degree required.
- Approximately 40% to 50% travel required.
Nice To Haves
- Experience working with recordkeepers and large-market defined contribution plans.
- Experience selling or supporting Managed Accounts, Custom Target Date strategies, retirement income solutions, or related retirement products.
- MBA, CFA, or another advanced degree.
Responsibilities
- Represent Morningstar Retirement in the large-market recordkeeper distribution community, traditional defined contribution consultant community, and broader large-market retirement ecosystem.
- Build and maintain relationships with recordkeeper relationship managers, wholesalers, consultants, advisors, and other key influencers involved in large-market defined contribution plan decisions.
- Serve as a subject matter expert on large-market plan sponsor needs, investment committee priorities, fiduciary considerations, participant outcomes, Managed Accounts, and Custom Target Date solutions.
- Represent Morningstar Retirement in meetings with consultants, recordkeeper partners, plan sponsors, and investment committees.
- Partner with recordkeeper sales organizations to identify, develop, and advance opportunities for Morningstar Managed Accounts and Custom Target Date solutions.
- Support recordkeeper partners in competitive sales situations and assist with retention and expansion of existing business.
- Collaborate with consultant relations to influence consultant evaluations, searches, recommendation processes, and marketplace positioning.
- Provide marketplace intelligence and strategic feedback to support product development, competitive positioning, sales strategy, and go-to-market initiatives.
- Represent Morningstar Retirement at industry conferences, consultant meetings, recordkeeper events, and strategic industry forums.
- Achieve annual sales, placement, retention, and asset growth objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Director
