Associate Relationship Manager

| Chicago

Associate Relationship Manager, Morningstar Investment Management  
Morningstar is a place where talented, driven people can grow; where they are trusted to help investors reach their financial goals.

 

The Group: The Morningstar Investment Management group (MIM) is a global team guided by Morningstar’s investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstar’s research. The group specializes in multi-asset investing, using building blocks in equities, fixed income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.

 

The Role: The Associate Relationship Manager role has been introduced to support existing client relationship as they seek to utilize both our investment product solutions and our turnkey asset management program.  Partnering with our senior relationship team, the associate relationship manager will support the national accounts function and the success of our clients.  

 

Key Responsibilities

-    Contribute to effective relationship management of MIMs most important clients and ensure execution of business plans and growth of strategic partners firm. 
-    Partner with National Accounts team to provide exemplary service to all national account firms.  
-    Manage and communicate resolution of operational requests of all tiers of partner firms related to platform requirements.
-    Coordinate with all functions of investment management team, including, portfolio management, product, compliance, marketing, sales, and senior management.
-    Coordinate and attend key client conference to ensure seamless execution of event strategy. 
-    Partner with key constituents to complete and deliver annual due diligence requirements.
-    Eventually manage tier 2 and tier 3 relationships within a specific channel.  

 

Experience / Requirements

-    Growth mindset with willingness to professionally engage sophisticated client counterparts. 
-    Ability to work across functions and manage a matrix of constituents.
-    Attention to details and ability to organize multiple activities and requirements simultaneously.
-    Strong communications skills with client centric mindset.
-    Experience with investment management products and ability to speak to features and benefits.
-    Direct experience supporting broker dealers and financial advisors utilizing a wealth management platform.  
-    Ability to manage multiple priorities at once and effective collaborate with internal counterparts.
-    Preferred minimum of three to five years financial services experience.  
-    Bachelor’s degree is required.  

 

 

002_MIMLLC Morningstar Investment Management LLC Legal Entity

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Technology we use

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Employee Assistance Program
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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