Relationship Manager, Workplace & Retirement Solutions
Morningstar Investment Management, LLC's Workplace Solution team seeks a Relationship Manager to oversee the relationships of our clients that license our managed accounts offering. The Relationship Management Team serves as the backbone for our client relationships and success.
As a Relationship Manager, you will be responsible for the overall ongoing relationship for your clients. You’ll continue to expand on a developing product/industry knowledge set in order to maximize efforts for your owned clients. You'll also work to identify new business opportunities within existing client relationships and come up with creative solutions to help in the marketplace. This position is based in Chicago.
Responsibility:
• Serve as Relationship Manager and main point of contact for our clients
• Further develop, strengthen and drive successes for owned client relationships
• Possess mid-level knowledge to answer a variety of product, methodology, compliance, investment and technical questions
• Possess and expand knowledge of competitors’ business and offerings
• Expand understanding and knowledge of Morningstar retirement products and industry, including proposed regulatory changes and the impacts on the business
• Develop account strategies, ensure coordination internally and partner with other Relationship Managers as needed
• Partner with Marketing teams to work on client campaigns to raise adoption and promote our services to the various audiences we serve
• Partner with Implementation and Operation teams to ensure processes are executed to meet client expectations
• Collaborate with Morningstar Product team to ensure client feedback and implications are being represented in product roadmap decisions
• Proactively engage with clients on new enhancements to our services
• Work with our Consultant Relations team to make sure that all relevant parties are working together
• Help clients to strategize on programs and initiatives to further drive adoption of our services
Requirements:
• 5+ years of relevant work experience, or proven success in managing a book of business and servicing accounts
• Exceptional written, verbal and presentation skills
• Understanding of mutual funds, financial/investment concepts and retirement market
• Strong analytical, reporting and project management skills
• Can independently organize many moving parts to multiple client relationships
• Bachelor’s degree required