Now Hiring - Regional Sales Director in Memphis, TN
Regional Sales Director in Memphis, TN
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.
The Role:
Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we’d like to talk to you.
Job responsibilities:
- Drive sales results with target market of financial advisors in your respective region.
- Establish, cultivate, and develop strong relationships with existing advisor base.
- Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios.
- Follow up on leads in tandem with your internal sales consultant and business development consultant.
- Strategically manage time to maximize sales in territory.
- Utilize Salesforce as a CRM to maximize penetration success.
- Perform special tasks as needed.
Qualifications:
- Minimum of 4 years related industry experience.
- Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
- Strong ability to understand and evaluate a financial advisor's practice.
- Ability to work independently as well as in concert with an internal sales counterpart.
- Strong interest and ability to explain portfolio management concepts.
- Ability to work in a team environment and own issues as they arise.
Nice to have:
- CFP, CIMA or other designations
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Morningstar
5001 to 10000 Employees
1984
Research & Development
Management & Consulting
www.morningstar.com
$1 to $5 billion (USD)
3 Yes (amount not posted)
Morningstar
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Morningstar
3 Yes (amount not posted)