VP, Internal Sales and Support

The Role:
Morningstar Retirement is seeking a VP of Internal Sales and Support to lead, develop, and inspire a high-performing team of internal sales professionals. This role is responsible for driving sales enablement, supporting external sales functions, and serving as a subject matter expert (SME) across the full suite of Morningstar Retirement products and capabilities.
This individual will collaborate closely with distribution leadership, relationship managers, product management, and marketing to ensure sales teams are fully equipped with the tools, knowledge, and resources needed to grow Morningstar's retirement solutions business. This individual will combine strategic leadership with hands-on expertise to strengthen client relationships, improve sales effectiveness, and position Morningstar as a trusted retirement partner.
Key Responsibilities:
Team Leadership & Management

• Lead, coach, and develop a team of internal sales representatives and support staff.
• Establish performance metrics, provide ongoing feedback, and create career development pathways.
• Foster a culture of accountability, collaboration, and continuous improvement.

Sales Support & Enablement

• Partner with external sales leadership to align internal sales strategies with distribution goals.
• Provide proactive and reactive support to external wholesalers and relationship managers.
• Oversee development of sales tools, presentations, and resources to drive client engagement.

Subject Matter Expertise

• Serve as the internal and external SME on Morningstar Retirement's products, services, and capabilities.
• Educate internal stakeholders, partners, and clients on retirement plan products, investment strategies, and industry trends.
• Ensure team proficiency in compliance, regulatory requirements, and product positioning.

Collaboration & Strategy

• Work cross-functionally with product, marketing, and operations teams to optimize go-to-market efforts.
• Provide feedback from the field to inform product development and enhancements.
• Contribute to strategic planning and execution of growth initiatives for Morningstar Retirement.

Operational Excellence

• Implement best practices, processes, and technologies to improve efficiency and scalability.
• Monitor and report on team performance, pipeline activity, and sales outcomes.
• Drive a client-first mindset to ensure exceptional service delivery.

Qualifications:

• Bachelor's degree required
• 10+ years of experience in financial services, with at least 5 years in sales leadership (retirement industry experience strongly preferred).
• Deep knowledge of retirement plan products, distribution channels, and regulatory environment.
• Exceptional communication, presentation, and relationship-building skills.
• Strong analytical, problem-solving, and organizational capabilities.

Target Cash Compensation Range: $200,000 - 350,000 Annually
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
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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.
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