Manager, Client Relations (ESG Focus) at Morningstar
We believe that it is imperative for the global economy to become more just and sustainable. Our mission is to provide the insights required for investors and companies to help make that happen. Sustainalytics, a Morningstar company, is a leading provider of Environmental, Social, and Governance (ESG) research. Members of the team choose to work for Sustainalytics to have a positive impact not only on financial markets in their daily work, but more importantly for the planet and its people. We operate in a lively and collaborative environment, where each day is different.
The Client Relations team works with a diverse range of leading asset managers, asset owners, and other financial institutions on the integration of Sustainalytics' suite of research products and services. This role is an exciting opportunity for someone who wants to be part of Sustainalytics' growth story.
As a Manager, you will assume a leading role in relationship management on our North American team. You will manage a portfolio of strategic clients, working with them to incorporate Sustainalytics' research and data into their investment processes and other initiatives. You will work as an advisor to clients on product-specific expertise and ESG market best practices, driving client retention and growth. The Client Relations team also plays a key role in the innovation of Sustainalytics' solutions through collaboration with internal Product and Research teams. In addition, the Manager will assume responsibilities in the hiring, development, and retention of Advisors on the team.
Through this position you will obtain a thorough understanding of how investors implement ESG factors while working in an entrepreneurial and cross-cultural environment. We expect you to demonstrate leadership skills and a can-do attitude. Your clear understanding of Sustainalytics' research, our clients, and their business drivers will be key to success.
Job Responsibilities• Manage the retention and growth of a strategic client portfolio by encouraging the use and expansion of Sustainalytics' research and services• Act as a trusted advisor to your clients:
o Support clients in building ESG strategies by providing advice and guidance on market best practices
o Educate clients on Sustainalytics' products and ESG market trends through presentations and training sessions
o Ensure that clients' research needs are met, including content and delivery• Stay current on ESG market trends and developments, including Sustainalytics' latest products and services• Closely collaborate with Sales colleagues to further build Sustainalytics' presence in the region• Support Sustainalytics' product development by providing critical market feedback to our Research and Product teams• Hire, develop and retain Advisors on the team• Build a network within the investment industry and represent Sustainalytics at events, conferences, and networking groups• Collaborate with colleagues in other North American and European offices - the desire to work very closely with a diverse team from many different cultures is critical to working at Sustainalytics
Qualifications• 6+ years of work experience, predominantly in client-facing roles• Demonstrated knowledge and understanding of financial services and ESG• Strong client servicing and commercial skills• Ability to understand and present complex concepts in an engaging and digestible manner• Intellectual curiosity and a drive for continued learning• Adaptability, including comfort navigating uncertainty and managing competing priorities• Excellent interpersonal, communication, and writing skills;• Proficiency in productivity software, such as Microsoft Office• Alignment with Sustainalytics' mission, vision, and values• Degree in related discipline (business, finance, environment and/or social sciences)
Nice to have• ESG professional certifications, e.g. SASB FSA, CFA ESG Investing Certificate• Investment professional certifications, e.g. CFA
Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.
As Morningstar's ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.
In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices. New team members are onboarded and start their first day with the company from the safety of their homes.
For more information, visit www.sustainalytics.com