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Job description
The Group
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world‑class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.
The Role
Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data‑driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset‑management business, working on a team with other driven individuals, and seeking to influence others and make an impact, we’d like to talk to you.
The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions.
Responsibilities
Drive sales results with target market of financial advisors in your respective region.
Establish, cultivate, and develop strong relationships with existing advisor base.
Conduct group and one‑on‑one meetings to promote the Morningstar Platform and Managed Portfolios.
Follow up on leads in tandem with your internal sales consultant.
Strategically manage time to maximize sales in territory.
Utilize Salesforce as a CRM to maximize penetration success.
Perform special tasks as needed.
Qualifications
Minimum of 4 years related industry experience.
Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
Strong ability to understand and evaluate a financial advisor's practice.
Ability to work independently as well as in concert with an internal sales counterpart.
Strong interest and ability to explain portfolio management concepts.
Ability to work in a team environment and own issues as they arise.
Nice to have: CFP or other Designations.
Total Cash Compensation
$260,100 – $468,175 USD
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health 100% 401k match up to 6% of salary.
Stock ownership potential.
Company provided life insurance – 1× salary + commission.
Physical Health 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 – $1,000 annually to cover personal education & well‑being expenses.
Tuition reimbursement.
Social Health Charitable matching gifts program.
Dollars for Doers volunteer program.
Paid volunteering days.
15+ employee resource & affinity groups.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar’s hybrid work environment gives you the opportunity to collaborate in‑person each week as we’ve found that we’re at our best when we’re purposely together on a regular basis. In most of our locations, our hybrid work model is four days in‑office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
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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.