Search the 6 jobs at Morningstar

The Associate Sales Director - Audience is responsible for selling Morningstar audience products, closing sales with new and existing clients, building a sales pipeline, and exceeding sales targets. The role involves effective communication with internal teams and clients, developing product knowledge, and managing sales processes efficiently.

The ESG Sales Manager will support business development and account management for new and existing clients, focusing on building relationships and meeting client objectives. Responsibilities include prospecting, engaging internal teams, coordinating client events, and achieving sales metrics.

The Advice Solutions Lead at Morningstar is responsible for managing the Adviser Software operations, coaching team members, driving client relationships, and leading strategic engagement across key accounts. The role involves overseeing the sales and implementation process, providing subject matter expertise in financial planning, and translating market needs into product ideas.

The Business Development Manager will be responsible for driving new business sales of advice software solutions, establishing relationships with new advice practices, managing sales processes, and achieving sales targets. The role emphasizes consultative selling techniques and collaboration with internal teams.

The Director/Associate Director of Manager Research leads the research team, producing high-quality reports on managed investment products, collaborating with global analyst teams, managing client relationships, and enhancing Morningstar's research profile in Australia and New Zealand.

Associate Customer Success Manager or Customer Success Manager providing superior service to institutional investment software clients. Responsibilities include educating clients, driving adoption, collaborating with CSMs, proactive outreach, building product knowledge, resolving client issues, and analyzing customer data. Qualifications include 0-2 years of experience for Associate Customer Success and a minimum of three years for Customer Success Manager, quantitative aptitude, long-term client relationships, communication skills, financial knowledge, customer service focus, attention to detail, and proactive problem-solving approach.