Vice President, Business Development, Morningstar Direct Sales Specialist
4 weeks ago
Morningstar's Business Development Team seeks an individual to join in the Vice President, Business Development position focused on growing revenue and building relationships within our strategic accounts. Aligned with the Strategic Account Executives for those accounts, you will deepen our business footprint within key areas. By focusing on growing adoption of Morningstar Direct, our core institutional platform, and other complimentary products, you will further represent Morningstar's solutions to address our clients' most pressing workflow challenges through additional services - including distribution licensing and reporting solutions. S. and will require approximately 30% travel. This position is based in our Chicago office and hybrid attendance is required.
Uncover client business needs and work with the Strategic Account Executive and internal teams to determine optimal solution
Establish and build relationships with key stakeholders, in collaboration with the Strategic Account Executive
Identify new business groups and opportunities within the accounts
Forecast and proactively uncover opportunities within key business groups
Negotiate and close business
Develop growth plans for accounts
Document daily activities in CRM
Candidates should have 5+ years of business development, sales and/or account management experience in the finance and investment industry
Strong leadership, long-range planning, and time-management skills are essential
A bachelor's degree required; MBA or CFA a plus
Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week.
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