SVP, Business Development

| Chicago

The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy. 

The Role: Morningstar U.S. Business Development Team seeks a highly motivated Senior Vice President, Business Development focused on aggressively growing a book of assigned clients and prospects within the Advisor and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Investment Management, Buy-Side solutions, Audience Sales, etc. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in Boston. 
 
Responsibilities 
• Exceed revenue targets. 
• Uncover client business needs and work with Client Solutions and Products teams to determine optimal solution. 
• Master product demonstrations and knowledge of product capabilities and benefits. 
• Forecast and proactively uncover sales opportunities with clients and prospects. 
• Establish and build key client relationships. 
• Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. 
• Document daily activities in CRM system. 
 
What You Will Bring 
• Candidates should have at least ten (10) years of sales and account management experience in the finance and investment industry. 
• Proven track record of exceeding prior annual sales targets. 
• Prior experience in a hunter role. 
• Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach. 
• Strong leadership, long-range strategic planning, and time-management skills 
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. 
• Ability to understand complex investment concepts. 
 
Requirements 
• A bachelor’s degree required; MBA or CFA a plus.

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
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
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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