Vice President, Business Development (Bilingual)
Morningstar•Quebec, QC
•CA$120,000 - CA$170,000•Hybrid
About The Position
The Morningstar Canada Business Development Team seeks a highly motivated Vice President, Business Development, focused on impactfully growing a book of assigned clients and prospects across the various segments, most notably within the Advisor and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Sustainable Investing (ESG), Financial Planning, Buy-Side solutions, etc. The role requires some travel approximated at 5-10%. This position will be based in Montreal.
Requirements
- Bilingual in French and English
- At least ten (10) 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.
- Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach.
- Strong leadership, long-range strategic planning, and time-management skills
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment concepts.
- Bachelor's Degree.
Nice To Haves
- MBA or CFA a plus.
Responsibilities
- Exceed revenue targets.
- Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution.
- Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client’s enterprise.
- Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset.
- Forecast and proactively uncover sales opportunities with clients and prospects.
- Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity.
- Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
- Work well within a team-based sales framework that includes strong collaboration with sales specialists, pre-sales consultants, and product leaders to execute on growth and retention strategies within the client accounts.
- Develop and maintain sales forecasting, pipeline activity and opportunity progression all within SalesForce.
Benefits
- A range of other benefits are also available to enhance flexibility as needs change.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
