Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers, wealth managers and asset owners in serving their client's investment needs.
The Role
Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You will represent Morningstar's suite of Index data products and will collaborate with on opportunities for Index data solutions. You will also represent the Morningstar Indexes suite of products to be used as the basis for investable products such as ETFs, open end funds, insurance products, and separately managed/commingled institutional accounts. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Sydney.
Job Responsibilities
- Exceed revenue targets.
- Build a territory analysis and subsequent strategic plan for short term (1-2 years) and long term (3-5 years) definitions of success in the region
- Collaborate with local Superfund coverage to execute on a strategic coverage model for long term asset owner opportunities
- Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects
- Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities
- Master product demonstrations and knowledge of product capabilities and benefits
- Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team
- Document activities in CRM system
Qualifications
- Candidates should have 5-7 years of sales and account management experience in the financial services industry at a minimum
- Understanding of the local investment ecosystem complete with experience in working with local wealth and asset management firms
- Proven track record of exceeding prior annual sales targets
- Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations
- Ability to understand complex investment concepts and coordinate development of new financial products with prospects and clients
Nice to have
- A bachelor's degree required; MBA or CFA a plus.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
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