Business Development Manager

About the role

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

Responsibilities

• Identify, generate and qualify new business leads.
• Support the business in planning and delivering on targets.
• Grow the level of funds under management by developing new and existing relationships.
• Aid in preparation of presentation materials and deliver them internally and externally.
• Schedule, prepare and deliver training sessions with intermediary clients.
• Ensure delivery of proposals and marketing documents to prospective clients.
• Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business.
• Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations.
• Ensure the integrity and culture of our firm by adhering to risk and compliance policies.
• Attend sales meetings.

Requirements

• Proven track record of investment/platform sales.
• Congnitive telephone manner.
• Excellent relationship management skills.
• Must be organised and have good attention to detail.
• Excellent team player who can communicate effectively.
• Minimum 10 years’ experience in UK Financial Services Sector.
• Possesses strong IT skills (excel, CRM systems).
• Highly passionate, proactive, hands on and hardworking.
• Used to working in a fast paced, dynamic environment and able to adapt to change.
• Able to work and deliver to tight deadlines.

Qualifications

• Ready to Shape the Future?
• At Morningstar, every hire we make strengthens our mission to empower investor success.

Benefits

No cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, or application instructions were provided. However, Morningstar offers a competitive compensation package including a base salary range of GBP 57,000.00-84,333.33 and a commission target of 75% of annual revenue, which may vary by up to ±15% depending on final plan design and business factors. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

Pay

Base Salary Compensation Range: GBP 57,000.00 - 84,333.33

Schedule

Morningstar offers a hybrid work environment where employees are expected to be in-office four days a week. A range of other benefits are also available to enhance flexibility as needs change.