Financial Software Sales Director.

Posted 15 Hours Ago
Be an Early Applicant
Tokyo
Hybrid
Senior level
Enterprise Web • Fintech • Financial Services
The Role
The Financial Software Sales Director is responsible for exceeding growth targets, working with business development to convert trials into sales, identifying new opportunities within accounts, and developing growth plans. This role requires strong leadership, planning, and time management skills, along with excellent communication capabilities to build long-term client relationships.
Summary Generated by Built In

The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: retail banks, private banks, wealth management firms, insurance companies, asset managers and asset owners.
The Role: Morningstar`s Business Development Team seeks a highly motivated Sales role to grow Morningstar's research and data analytics platform, Morningstar Direct. Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities in Japan and the position is based in our Tokyo office.
Responsibilities:• Exceed growth targets.• Work with Business Development to bring Morningstar Direct opportunities from trial to close.• Identify new business groups and opportunities within the accounts, and work to replicate success across the team.• 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.• Document daily activities in Salesforce
Requirements:• Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.• 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 English 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, MBA or CFA a plus.
Morningstar is an equal opportunity employer.
J71_Morningstar Japan J71_Morningstar Japan Legal Entity
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.

What the Team is Saying

Raaghavendar
Saurabh
Anna
Wendell
Jeff
Upasna
The Company
HQ: Chicago, IL
12,700 Employees
Hybrid Workplace
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

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!

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQGlobal Headquarters
Mexico City
LU
CH
Santiago Province
NSW
TH
Amsterdam, NL
Cape Town, ZA
Dubai, Dubai
Frankfurt am Main, DE
Frederiksberg, DK
London, GB
Madrid, ES
Milano, IT
Navi Mumbai, Maharashtra
New York, NY
Oakland, MD
Oslo, NO
Paris, FR
São Paulo, São Paulo
PitchBook US Headquarters
Stockholm, SE
Tokyo, JP
Toronto, ON
Toronto, Ontario
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account