About this opportunity
Morningstar lists this Regional Sales Director - Wealth Solutions (Remote/Hybrid) opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morningstar Wealth is seeking a Regional Sales Director to drive adoption of the Morningstar Platform and Managed Portfolios among Independent Broker Dealers and RIAs in the Pacific Northwest (CA, Seattle, AZ). This role focuses on developing advisor relationships, delivering insights, and collaborating with internal sales consultants to close opportunities.
You will manage a territory, conduct group and one-on-one meetings, and use Salesforce to maximize penetration.
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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.