Associate Director of Sales, Research Data Products
Morningstar · New York, United States · 2 wk ago
Business DevelopmentFull-time
This role will be based in Chicago, New York, or London and requires approximately 30% travel.
Responsibilities
- Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
- Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.
- Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
- Lead consultative sales conversations around data usage, licensing scope, and value intensity.
- Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.
- Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.
- Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.
- Maintain accurate pipeline management, forecasting, and activity tracking in CRM.
- Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.
Requirements
- Bachelor’s degree required.
- 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.
- Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
- Demonstrated success closing new business and expansion deals in a quota-carrying role.
- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.
- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
- Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.
- Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
- Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.
- Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.
- Willingness to travel up to 30%.
Benefits
- Hybrid work environment with four days in-office each week in most locations.
- A range of other benefits to enhance flexibility as needs change.
- Tools and resources to engage meaningfully with global colleagues.