Collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.
Responsibilities
Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.
Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
Lead consultative sales conversations around data usage, licensing scope, and value intensity.
Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.
Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.
Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.
Maintain accurate pipeline management, forecasting, and activity tracking in CRM.
Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.
What You Will Bring
Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
Demonstrated success closing new business and expansion deals in a quota-carrying role.
Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.
Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.
Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.
Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.
Requirements
Bachelor’s degree required.
5+ years’ experience in market data, index data, financial analytics, or adjacent data products.
Willingness to travel up to 30%.
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.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- Bachelor's degree
- 5+ years experience in market data, index data, financial analytics, or adjacent data products
- Direct experience selling financial data or market data to institutional clients (asset managers, hedge funds, banks, trading firms)
- Demonstrated success closing new business and expansion deals in a quota-carrying role
- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures
- Strong consultative selling skills and ability to translate client use cases into commercial opportunities
- Familiarity with data licensing models, enterprise agreements, or usage-based pricing
- Excellent written and verbal communication and presentation skills
- Highly organized, proactive, able to manage multiple opportunities simultaneously
- Willingness to travel up to 30%
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Employees engage in a combination of remote and on-site work.
