Top Sales Jobs

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.

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.

Lead and expand relationships with strategic institutional clients, develop and execute account plans, coordinate cross-functional engagement, identify business opportunities, represent the firm at meetings/events, and maintain account data and pipeline in Salesforce to drive adoption of Morningstar DBRS ratings.

Lead and expand a global portfolio of strategic enterprise accounts for ESG data, research, and ratings. Drive renewals, identify expansion opportunities, coordinate global account strategies, influence product direction with client insights, and ensure disciplined pipeline management and CRM hygiene. Mentor peers and represent the company externally on ESG topics.

Sell Morningstar Managed Portfolios to independent broker-dealer advisors and RIAs across the Pacific Northwest. Build and maintain advisor relationships, run group and one-on-one meetings, follow up on leads with internal sales consultants, strategically manage territory, and use Salesforce to track and drive sales results.