Collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.
Responsibilities
- Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
- Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.
- Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
- Lead consultative sales conversations around data usage, licensing scope, and value intensity.
- Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.
- Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.
- Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.
- Maintain accurate pipeline management, forecasting, and activity tracking in CRM.
- Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.
What You Will Bring
- Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
- Demonstrated success closing new business and expansion deals in a quota-carrying role.
- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.
- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
- Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.
- Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
- Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.
- Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.
Requirements
- Bachelor’s degree required.
- 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.
- Willingness to travel up to 30%.
Base Pay Range: $112,000 - $160,000 + 30% Commission
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
001_MstarInc Morningstar Inc. Legal EntityMorningstar Chicago, Illinois, USA Office
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Morningstar’s Chicago office is the company’s headquarters, bringing together teams across research, technology, product, sales, corporate functions, and more. Employees work in a mission-driven culture shaped by independent thinking, openness, and fact-based decision-making, with the energy of a downtown location and opportunities to connect across teams.
Software Engineering
Software engineers at Morningstar build and maintain the applications that power the firm's work, and they do it in a culture built on independent thinking, evidence-based decisions, and continuous learning. Engineers are trusted to bring their own perspective and judgment to how the work gets done. That's not incidental to the culture here; it's central to it.
Product Manager
Product managers at Morningstar sit at the center of decisions that shape what gets built, and how it works. In Chicago, product managers work across areas including Credit Ratings; Data, Analytics & Research; Indexes; Investment Management & Services; and Corporate. Product managers are trusted to define what problems are worth solving and bring their own judgement to every stage of the process.
Research
Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.
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