SVP, Business Development

Morningstar•Chicago, IL

1d•Hybrid

About The Position

The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, and Redistributor. The Role: The Morningstar U.S. Business Development Team seeks a highly motivated Senior Vice President, Business Development focused on managing and growing a book of key clients within the Advisor and Asset Management segments. You will represent Morningstar`s suite of capabilities including Data, Research, Direct, AWS, Direct Web Services, and work with Specialists Sales on opportunities for ESG, Indexes, Market Data, MIM, Buy-Side, etc. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in the US.

Requirements

At least ten years of sales and account management experience in the finance and investment industry.
Proven track record of exceeding prior annual sales targets.
Prior experience in a hunter role and managing large existing clients.
Hands-on, organized individuals 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.
Ability to understand complex investment requirements
A bachelor`s degree required

Nice To Haves

MBA or CFA a plus.

Responsibilities

Exceed revenue targets.
Uncover client business needs and work with Solutions and Products team to determine optimal solution.
Master knowledge of product capabilities and benefits and work with extended team members to conduct product demonstrations.
Forecast and proactively uncover sales opportunities with both new and existing client contacts in an assigned book of business.
Establish and build key client relationships.
Implement account strategies by building relationships with internal and external groups, including product development, account management, and cross-Morningstar teams.
Document daily activities in SFDC.

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) including potential premium discounts and 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
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.
In most of our locations, our hybrid work model is four days in-office each week.
A range of other benefits are also available to enhance flexibility as needs change.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.