VP, Business Development, Direct Sales Specialist

Responsibilities

• Exceed growth targets.
• Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.
• Establish and build relationships with key stakeholders, in collaboration with SVP.
• Identify new business groups and opportunities within the accounts.
• Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Forecast and proactively uncover opportunities within key business groups.
• Negotiate and close business.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Requirements

• Candidates should have 5+ years of business development, sales and/or account management experience in the finance and investment industry.
• Proven track record of exceeding prior targets.
• Hands-on, organized individuals who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment requirements.

About the role

The role is a hybrid position with a required four days a week in our New York office. This position covers opportunities across the U.S., and will require approximately 30% travel.

Pay

Base Salary Range: $68,696.30-105,228.07
Incentive Target: 68.75%

Benefits

Morningstar offers a comprehensive range of benefits designed to support your overall well-being. These include:

• Financial Health: 100% 401k match up to 6% of salary.
• Stock Ownership Potential.
• Company provided life insurance - 1x salary + commission.
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually for specific plans and coverages).
• Additional medical Wellness Incentives - up to $300-$600 annually.
• Company-provided long- and short-term disability insurance.
• Emotional Health: Trust-Based Time Off, 6-week Paid Sabbatical Program, 6-Week Paid Family Caregiving Leave, Competitive 8-24 Week Paid Parental Leave, Adoption Assistance, Leadership Coaching & Formal Mentorship Opportunities, Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses.
• Competitive 8-24 Week Paid Parental Leave.
• Tuition Reimbursement.
• Dollars for Doers volunteer program.
• Paid volunteering days.
• 15+ Employee Resource & Affinity Groups.

Schedule

This position is a hybrid position with a required four days a week in our New York office. A range of other benefits are also available to enhance flexibility as needs change.