SVP, Business Development - Account Aggregation at Morningstar

| Chicago
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The Group

Morningstar’s Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor, and Commodities & Energy.

 

The Role

Morningstar’s Business Development Team seeks a highly motivated Senior Vice President of Business Development focused on growing Morningstar’s Account Aggregation business within the Wealth and Asset Management segments. The chosen candidate will maintain strong client relationships, develop and cultivate a sales pipeline, and maintain a detailed account and contact information in Salesforce. The candidate will work closely with the Global Business Development sales team in order surface opportunities within their territory. Candidates must be self-starters with strong communication, negotiation, organizational, and presentation skills. This role covers opportunities across the U.S. and will require approximately 30% travel. This role will ideally be based in Woburn, MA or Chicago, IL, but we’re open to remote locations as well.  

 

Responsibilities

+ Proactively uncover opportunities for Morningstar Account Aggregation with new and existing clients.

+ Meet and exceed net new sales goals.

+ Maintain and grow a book of business with a direct relationship with Morningstar Account Aggregation.

+ Uncover client business needs and work with internal teams to determine optimal solutions.

+ Master product demonstrations and knowledge of product capabilities and benefits.

+ Be alert to new channels for distribution of Morningstar’s solutions.

+ Implement account strategies by building relationships with internal and external groups, including product development, account management, and cross-Morningstar teams.

+ Provide feedback and market requirements to business units in order to drive product innovation and input to senior management on customers and competitive trends.

+ Document activities in SFDC.

 

Requirements

+ 8 or more years work experience within the financial services industry; experience with account aggregation is a plus.  

+ Experience in lead generation, sales support, and client management.

+ Developed C-Level relationships in order to move large opportunities through the sale cycle.

+ The ability to build and cultivate a sales pipeline.

+ Proven ability to drive the sales process within assigned accounts regardless of roadblocks.

+ Strong understanding of systems and overall solution architecture.

+ Excellent interpersonal and communication skills, written and oral, is essential.

+ Self-motivated with strong organizational skills.

+ Excellent technical and presentation skills.

+ A bachelor’s degree; an MBA is a plus.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

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
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
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
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
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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