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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.

Own operations and governance for enterprise planning platforms (budgeting, forecasting, workforce and compensation planning). Lead requirements gathering, solution design, enhancements, integrations, testing, deployments, production support, and user adoption. Partner with Finance, People & Culture, Technology, and vendors to drive platform roadmap, controls, documentation, and training to improve planning, reporting, and process efficiency.

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.

Lead revenue growth and expand Morningstar Direct adoption within strategic institutional accounts. Build stakeholder relationships, identify and close upsell opportunities (including Report Distribution), create account growth plans, forecast pipeline, deliver product demonstrations, and document activities in SFDC. Role requires collaboration with SVPs and ~30% travel; based in Chicago.