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Job description
Morningstar Investment Management LLC seeks a Regional Sales Director to drive adoption of Morningstar Platform and Managed Portfolios among independent broker-dealers and RIAs. You will cultivate relationships, conduct group and one-on-one meetings, and work with internal teams to grow the advisor base across California, Seattle, and Arizona in a hybrid setup.
This role requires at least four years in financial services, a passion for relationship building, and the ability to explain portfolio
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.