Great people are Morningstar's most important asset and essential to our mission. We seek people who want to contribute to our success and build a long-term career. We value a wide range of experiences and look for a diverse range of individuals in our search. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.
The Group
Morningstar is a global leader in investment research, portfolio construction, asset allocation, and wealth management solutions. Through our Managed Portfolios business, we partner with financial advisers across Australia to help them deliver superior client outcomes while building more valuable, scalable, and sustainable advice businesses.
Our ambition extends beyond investment management. We seek to become the strategic partner of choice for Australian advice businesses by combining world-class investment expertise, behavioural research, practice management insights, and technology-enabled solutions to help advisers achieve better client outcomes and stronger commercial outcomes.
About The Role: Adviser Solutions Manager
We have an opening for an Adviser Solutions Manager (Business Development Manager) to join our rapidly growing Managed Portfolio sales team in Brisbane. Reporting to the Regional Director QLD & WA the Adviser Solutions Manager will use a solutions-based business development approach and leverage Morningstar’s capabilities to deliver investment solutions for advisers. In doing so, the adviser entrusts their clients’ assets to Morningstar as their investment partner to help them achieve their financial goals.
The successful candidate will possess a strong network of relationships within the Queensland financial advice market and a proven track record of retaining and growing funds under management through proactive business development, relationship management, and the delivery of value-led solutions to financial advisers.
Key Responsibilities
· Develop and execute a sales plan to achieve net flow targets.
· Identify, engage and convert new financial adviser opportunities to expand Morningstar's managed portfolio client base.
· Build and maintain strong relationships with advisers across the Queensland market.
· Drive increased adoption of Morningstar's managed portfolio solutions through proactive business development and consultative sales engagement.
· Manage the end-to-end sales process, including prospecting, opportunity qualification, negotiation and onboarding.
· Retain and grow existing client relationships by identifying expansion opportunities and increasing share of wallet.
· Maintain an active and disciplined sales pipeline, providing accurate forecasting and timely reporting of business opportunities and outcomes.
· Collaborate with internal stakeholders to deliver a seamless client experience and ensure successful implementation of new business opportunities.
· Represent Morningstar at industry events, conferences and client forums to enhance brand presence, generate leads and strengthen market relationships.
· Monitor market trends, competitor activity and adviser needs to identify emerging opportunities and contribute to sales strategy development.
Qualifications, Skills & Experience
· Minimum 3-5 years' experience in a Business Development role within financial services, with a demonstrated track record of achieving growth targets and commercial outcomes.
· Proven success in acquiring new business, developing client relationships and growing funds under management (FUM).
· Strong understanding of the Australian financial advice industry, including adviser and licensee business models and market dynamics.
· Established network of relationships with financial advisers across the Queensland market.
· Demonstrated ability to identify opportunities, build and manage a sales pipeline, and convert prospects into long-term clients.
· Exceptional relationship management, communication and presentation skills, with the ability to engage and influence stakeholders at all levels.
· Strong commercial acumen and negotiation skills that can help deliver value for clients and Morningstar.
· Highly self-motivated and results-oriented, with the ability to work independently while effectively collaborating across internal teams.
· Experience using CRM systems and sales management tools to maintain pipeline discipline, forecasting accuracy and client engagement records.
· Relevant tertiary qualifications in Business, Finance, Economics, Commerce or a related discipline are preferred.
Location: Brisbane (Remote)
Reporting To: Regional Director, QLD + WA
Travel Requirements: Domestic and international travel required
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.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal EntitySkills Required
- Minimum 3-5 years of experience in business development within financial services
- Demonstrated record of achieving growth targets and commercial outcomes
- Proven success acquiring new business, developing client relationships, and growing funds under management
- Strong understanding of the Australian financial advice industry, including adviser and licensee business models
- Established network of financial adviser relationships across Queensland
- Ability to identify opportunities, manage a sales pipeline, and convert prospects into long-term clients
- Exceptional relationship management, communication, and presentation skills
- Strong commercial acumen and negotiation skills
- Self-motivated, results-oriented, and able to work independently and collaboratively
- Experience using CRM systems and sales management tools
- Tertiary qualification in Business, Finance, Economics, Commerce, or a related discipline
What the Team is Saying
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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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.
