Regional Investment Consultant

The Group:

Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.

The Role:

Our Regional Investment Consultants are passionate about financial advisors, investments, superb service, and the markets. As a Regional Investment Consultant, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we'd like to talk to you.

The territory for this role includes Michigan, Ohio, Pennsylvania & Virginia. The position is based in the territory.

Job Responsibilities:

• Drive sales results with target market of financial advisors in your respective region.

• Establish, cultivate, and develop strong relationships with existing advisor base.

• Work closely with team members from Product, Investments, and Marketing to execute high quality events to engage with likeminded advisors and recruit high potential advisors

• Provide feedback to support market research and identify trends and competitive advantages that will continually inform our competitive positioning, messaging, and product shelf

• Conduct group and one-on-one meetings to promote the Morningstar Investment Solutions & Managed Portfolios.

• Follow up on leads in tandem with your internal sales consultant.

• Strategically manage time to maximize sales in territory.

• Utilize Salesforce as a CRM to maximize penetration success.

• Perform special tasks as needed.

Qualifications:

• Minimum of 5 years related industry experience.

• Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.

• Demonstrate compelling track record of success in investment management sales to financial advisors.

• Deep knowledge of the managed portfolios, portfolio construction, the broker dealer community, Turnkey Asset Management Platforms (TAMP), and the investment management landscape.

• Exemplary communication and presentation abilities.

• Successful track record of collaboration across various teams to achieve successful outcomes.

• Strong ability to understand and evaluate a financial advisor's practice.

• Ability to work independently as well as in concert with an internal sales counterpart.

• Ability to work in a team environment and own issues as they arise.

• Bachelor's degree with excellent academic credentials

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.