Associate Director

The Group:

Morningstar Sustainalytics is seeking a proven financial services industry professional with a demonstrated track record of successfully selling solutions to the investment space and a good understanding of the Morningstar organization. Our employees across the business combine their desire to work in a fast-paced, commercial and entrepreneurial organization with making a positive impact in the work we do. The Client Relations team is at the forefront of this. We work with a diverse range of leading asset managers, asset owners, hedge funds, wealth management firms, banks and insurance teams in developing and implementing tailored responsible investment strategies. The team operates in a lively, collaborative and supportive environment, where each day is different.

The Role:

This is an exciting opportunity to become an expert on Morningstar Sustainalytics solutions and selling processes while utilizing institutional knowledge to support the scaling of ESG sales across organizations. You will work closely with the Head of Sales – Americas, and broader Client Relations team globally to craft strategy for and grow revenues associated with Morningstar and Sustainalytics' our research offering. Your clear understanding of each organizations clients and their business drivers will be the key to sales success.

Responsibilities:

• Play a role in developing and implementing Morningstar Sustainalytics' business development strategy for the Americas region
• Build profound relationships with all stakeholders, including clients, prospects, and industry leaders
• Own and manage a book of business, including maintaining existing business and developing new opportunities
• Become an expert in Morningstar Sustainalytics ESG solutions
• Identify areas for collaboration and cross selling within Morningstar
• Grow and maintain a robust sales pipeline
• Serve as a trusted advisor to institutional and retail investors, banks, and insurance companies on applying Responsible Investment strategies
• Keep abreast of market developments, identifying, and sharing product innovation opportunities
• Represent the company at industry events, conferences, and public speaking engagements
• Collaborate regularly with colleagues in the US, Canada, as well as global teams in EMEA and APAC

Qualifications:

• Minimum of 5-7 years' experience in Business Development or financial services work experience
• Demonstrated ability to understand customers' needs, identify opportunities, and effectively communicate the value proposition of complex products
• Successful track record of meeting or exceeding sales targets in a competitive environment, preferably within the financial services industry
• Proficiency in managing the entire sales process from prospecting and lead generation to closing deals and maintaining client relationships
• Demonstrated passion for business success including building relationships with all stakeholders across the business
• Genuine interest in sustainable investing and an alignment with Morningstar Sustainalytics' mission, vision and values
• Strong network in the relevant market and experience with selling in such cultures
• Post-graduate degree (MBA) or industry designation (CFA) an asset
• Degree in related discipline (business, finance, environment and/or social sciences)
• Strong client servicing, consultative sales and overall strong commercial skills
• Efficient, entrepreneurial and well-organized team-player with a high level of integrity
• Excellent interpersonal, communication and writing skills

Compensation and Benefits:

• Base Salary Range: $104,500 to $188,000
• Commission Target: 60% of base salary
• Comprehensive health benefits (medical/dental/vision)
• 401k match up to 7%
• Stock Ownership Potential
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Leave & Paternity Leave
• Annual Education Stipend
• Tuition Reimbursement
• Charitable Matching Gifts program
• Hybrid work environment

Morningstar is an E-Verify program participant and is committed to working with and providing reasonable accommodation to individuals with disabilities.