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Job description
Morningstar is seeking a Regional Sales Director to drive adoption of Morningstar Managed Portfolios among independent broker-dealers and RIAs in the Pacific Northwest. You will promote the platform and portfolios, conduct meetings, and partner with a sales consultant to maximize territory impact.
A minimum of 4 years in the industry and ability to explain portfolio concepts are required; CFP designation is a plus. The role offers a competitive total cash compensation and generous benefits.
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Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.