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The Group: The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.
The Role: As a Regional Sales Director to join our growing external sales team for Morningstar Investment Services, Inc. (MIS), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. You will promote and sell Morningstar Managed Portfolios. The territory for this role is New York State excluding Suffolk, Nassau, Queens, King, and Richmond counties.The candidate is required to live in the territory.
+ Build strong relationships based on service with existing advisor base.
+ Proactively identify and meet with new advisors in territory.
+ Conduct group and one on one meetings to promote Morningstar Managed Portfolios.
+ Follow up on leads in tandem with internal regional sales director.
+ Strategically manage time to maximize sales in territory.
+ Utilize Salesforce.com as a CRM to maximize penetration success.
+ Perform special tasks as needed.
+ Excellent verbal and written communication skills.
+ Demonstrated ability to successfully market investment products to financial advisor community.
+ Strong ability to understand and evaluate a financial advisor`s practice.
+ Minimum of 2 years related industry experience.
+ Ability to work independently.
+ Strong interest and ability to explain portfolio management concepts.
+ Series 65 or 66 Licensed.
+ A bachelor`s degree.
Morningstar is an equal opportunity employer.
Posted 30+ Days Ago
How to Apply for a Job at Morningstar
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
You will receive an email notification to confirm that we've received your application.
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 ###-#### and let us know the nature of your request and your contact information.
US Applicants: Morningstar is an E-Verify program participant.
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
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