The Workplace business within Morningstar Investment Management, LLC focuses on providing investment advice, consulting, retirement solutions, custom target date solutions, and managed retirement account services. We use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, plan sponsors, and investors.
The Role:
Morningstar Investment Management, LLC’s Workplace Solutions team seeks a Director, Large Market Solutions to represent Morningstar Retirement within the large-market defined contribution ecosystem. This individual will be responsible for supporting our recordkeeping partners and the Consultant community in the positioning, placement, growth, and retention of Morningstar’s Managed Accounts and Custom Target Date solutions.
The successful candidate will develop deep expertise in Morningstar’s retirement solutions and serve as a subject matter expert for large-market opportunities. This person will partner closely with recordkeeper sales organizations, consultant relations, relationship management, product management, marketing, legal, and compliance teams to drive adoption of Morningstar’s retirement solutions and support strategic growth initiatives.
The successful candidate will serve as a subject matter expert on large-market defined contribution plan sponsor needs, fiduciary considerations, participant outcomes, retirement readiness, Managed Accounts, and Custom Target Date solutions and will have experience engaging with sophisticated plan sponsor committees, consultants, and recordkeeper partners.
While this role is a national sales role, we welcome applications from qualified candidates located in other locations.
Responsibilities:
- Serve as Morningstar Retirement's large-market representative within the recordkeeper distribution community, traditional defined contribution consultant community, and broader large-market retirement ecosystem.
- Build and maintain strong relationships with recordkeeper relationship managers, wholesalers, consultants, advisors, and other key influencers involved in large-market defined contribution plan decisions.
- Serve as a subject matter expert on large-market defined contribution plan sponsor needs, investment committee priorities, fiduciary considerations, participant outcomes, Managed Accounts, and Custom Target Date solutions.
- Represent Morningstar Retirement in meetings with consultants, recordkeeper partners, plan sponsors, and investment committees.
- Partner with recordkeeper sales organizations to identify, develop, and advance opportunities for Morningstar Managed Accounts and Custom Target Date solutions.
- Support recordkeeper partners in competitive sales situations and assist in retention and expansion of existing business.
- Collaborate with consultant relations to influence consultant evaluations, searches, recommendation processes, and marketplace positioning.
- Provide marketplace intelligence and strategic feedback from recordkeepers, consultants, plan sponsors, and investment committees to support product development, competitive positioning, sales strategy, and go-to-market initiatives.
- Represent Morningstar Retirement at industry conferences, consultant meetings, recordkeeper events, and strategic industry forums.
- Achieve annual sales, placement, retention, and asset growth objectives.
- 10+ years of experience working directly with large-market defined contribution plan sponsors, consultants, recordkeepers, and investment committees.
- Demonstrated experience presenting to and influencing sophisticated plan sponsor committees, fiduciaries, consultants, and other retirement plan decision-makers.
- Experience working with recordkeepers and large-market defined contribution plans preferred.
- Experience selling or supporting Managed Accounts, Custom Target Date strategies, retirement income solutions, or related retirement products preferred.
- Established credibility and reputation within the defined contribution industry.
- Subject matter expertise in Managed Accounts, Custom Target Date solutions, retirement readiness, participant outcomes, and the competitive landscape.
- BS/BA degree required; MBA, CFA, or other advanced degree highly desirable.
- Approximately 40% to 50% travel required.
Total Cash Compensation Range (Base + Commission): $265,300 - $477,550
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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal EntitySkills Required
- 10+ years of experience working directly with large-market defined contribution plan sponsors, consultants, recordkeepers, and investment committees
- Experience presenting to and influencing sophisticated plan sponsor committees, fiduciaries, consultants, and retirement plan decision-makers
- Established credibility and reputation within the defined contribution industry
- Subject matter expertise in Managed Accounts, Custom Target Date solutions, retirement readiness, participant outcomes, and the competitive landscape
- BS/BA degree
- Experience working with recordkeepers and large-market defined contribution plans
- Experience selling or supporting Managed Accounts, Custom Target Date strategies, retirement income solutions, or related retirement products
- MBA, CFA, or other advanced degree
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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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.
