Job Responsibilities
- Exceed growth targets.
- Work with General Sales to bring Morningstar Direct opportunities from trial to close.
- Forecast, identify, and proactively uncover new business groups and opportunities within new and existing clients and segments.
- Develop key relationships with clients and prospects through proactively uncovering their business needs and challenges and presenting recommendations on how our solution offerings fit into their overall goal and strategies
- Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
- Master product demonstrations and knowledge of product capabilities and benefits.
- Develop growth plans for accounts and territory.
- Demonstrate attitude of teamwork and relationship building within, and outside the company.
Qualifications
- A passionate interest in the financial services industry
- Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.
- A proven track record of acquiring new business, successful account management, and proven track record of exceeding prior targets.
- Hands-on, organized individuals who can build long-term client relationships.
- Strong leadership, long-range planning, and time-management skills are essential.
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment requirements.
- A bachelor's degree required;
- Nice to have MBA or CFA a plus.
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.
A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal EntitySkills Required
- 5+ years of business development, client service consulting, and/or account management experience in the finance and investment industry
- Proven track record of acquiring new business and successfully managing accounts
- Proven track record of exceeding prior sales targets
- Bachelor's degree
- Passionate interest in the financial services industry
- Ability to build long-term client relationships
- Strong leadership, long-range planning, and time-management skills
- Excellent verbal and written communication skills
- Ability to deliver professional and persuasive presentations
- Ability to understand complex investment requirements
- MBA or CFA
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
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.
