The Group:
Morningstar’s Data, Research & Enterprise Solutions group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group primarily sells Morningstar Direct Software, Data, and Reporting Solutions along the following client segments: Advisor, Asset Management, and Institutional.
The Role:
Morningstar's Enterprise Mid-Market Sales team is focused on enhancing our clients’ overall experience and driving value that leads to client retention, account expansion, and client satisfaction. As a Client Account Executive, we are looking for an enthusiastic sales-minded individual to grow overall client revenue in their own territory running a portfolio of assigned clients. Effective Client Account Executives are motivated, goal-oriented, results-driven, and inspired to manage overall client relationships, develop new business from existing accounts while actively seeking expansion opportunities to grow overall client revenue.
This is a quota-carrying, client-facing role requiring strong consultative selling, account management, and leadership capabilities. Success in this role will require performance management to drive client results, industry expertise and acumen, and the ability to thrive in a high growth and fast paced environment. You will use your knowledge of consultative selling, pipeline management, and account/territory planning to uncover business drivers leading to preferred client outcomes and company results. This position requires client-facing travel within an assigned territory and is based in our Chicago office, reporting directly to our Head of Sales, Mid-Market.
Responsibilities:
- Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s Advisor, Asset Management, and Institutional clients via in-person meetings, phone and/or email
- Manage and grow a book-of-business of diverse client relationships
- Drive retention and account expansion opportunities
- Lead client engagements including meetings, reviews, and solution demonstrations
- Achieve sales and retention goals while acting as a trusted advisor to clients
- Own full sales cycle for expansion opportunities
- Deliver against revenue and retention targets measured quarterly while providing excellent service to clients
- Partner with Customer Success to drive adoption and client outcomes
- Work collaboratively with a designated Business Development Executive, Software Sales Engineer, and Customer Success Manager to strategize on account retention and growth opportunities
- Align client needs to Morningstar solutions through consultative selling
- Collaborate cross-functionally to support account growth and issue resolution
- Maintain accurate pipeline tracking, account plans and forecasting
Qualifications
- Bachelor’s degree required
- 3+ years of financial services sales experience with a strong track record of sales and/or account management
- Strong consultative selling, prospecting, and pipeline management skills
- Excellent listening, communication, negotiation, and relationship-building skills
- Direct exposure to the financial marketplace or investment markets is desirable, as is a comfort level with technology, data, and software
- Alignment with Morningstar’s core values and mission to empower investor success
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$115,925.00-177,758.33Inclusive of annual base salary and target incentive
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
- 3+ years of financial services sales or account management experience with a strong track record
- Strong consultative selling, prospecting, and pipeline management skills
- Excellent listening, communication, negotiation, and relationship-building skills
- Quota-carrying, client-facing sales role
- Client-facing travel within an assigned territory
- Based in Chicago office and able to work hybrid (typically four days in-office weekly)
- Direct exposure to the financial marketplace or investment markets
- Comfort with technology, data, and software
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
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
