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Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Serve as primary business advisor across the customer lifecycle: run discovery workshops, design scalable Morningstar solutions, own implementation planning, drive adoption, and collaborate with Sales, Product, and Customer Success to deliver measurable client outcomes.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Sell Morningstar Managed Portfolios to independent broker-dealer advisors and RIAs across a Pacific Northwest territory. Build and maintain advisor relationships, run group and one-on-one meetings, follow up on leads with internal partners, manage territory time strategically, and use Salesforce to drive sales results.
Top Skills:
Salesforce
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Quota-carrying role to own and grow a Book of Business across France and French-speaking markets. Drive new revenue by identifying opportunities, managing end-to-end sales cycles, leading RFP processes, negotiating and closing complex deals, and building senior relationships with asset managers, owners, and banks to position ESG solutions.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead adoption of Morningstar Index products with asset owners and consultants by building relationships, generating mandates, presenting competitive value, coordinating events, and collaborating with internal teams to drive benchmark and mandate wins.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead strategic account growth for Morningstar Direct across major institutional clients. Develop and execute account growth plans, uncover client needs, deliver product demonstrations, negotiate and close deals, and document activities in Salesforce. Collaborate with SVPs and internal teams to expand adoption and sell additional services, traveling about 30% and working primarily from the New York office.
Top Skills:
Morningstar DirectSalesforce
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Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Quota-carrying sales role owning a Book of Business for the Iberian market. Drive new business, manage end-to-end sales cycles, lead RFPs, build senior relationships across asset managers/owners/banks, close complex deals, and represent the firm to grow revenue and retention.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Support new business development and account management across Japan for ESG research products. Prospect, build pipeline, manage client relationships, coordinate sales lifecycle, prepare client materials, meet sales metrics, and collaborate internally to grow revenues.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Support growth in the Netherlands and Belgium by identifying and qualifying new B2B opportunities across asset managers, asset owners, banks and financial institutions. Conduct market and account research, run prospecting/outreach campaigns, maintain CRM and pipeline reporting, and collaborate with Sales, Marketing, Consulting, and Client Success to build pipeline and drive market development.
Top Skills:
CRM
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead growth of assigned advisor and asset management clients by exceeding revenue targets, uncovering cross-sell opportunities, building C-suite relationships, and coordinating internal product and client teams. Manage pipeline and forecasting in Salesforce, collaborate with specialists, and deliver client-centric solutions across data, research, software, and ESG offerings.
Top Skills:
Salesforce
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Sell and expand Morningstar Research Data Products to institutional clients (asset managers, hedge funds, banks). Own revenue targets, lead consultative conversations on data usage and licensing, deliver product demos, manage pipeline and forecasts in CRM, and collaborate with Product, Legal, and Customer Success. Role requires ~30% travel and is based in Chicago, New York, or London.
Top Skills:
CRMMorningstar Rdp
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