About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role: This role sits within our sales organization for Morningstar Sustainalytics, which is responsible for driving growth for the business unit and helping our clients successfully address their ESG goals. The commercial unit of Morningstar Sustainalytics is responsible for the client experience across our investor clients
We're passionate about sales and we have a passion for ESG and sustainable finance. Our Sales Managers make the difference in building strong relationships with stakeholders at asset managers/owners (like pension funds) as well as wealth managers, hedge funds, insurances and banks, to deepen their integration of ESG solutions and continue to support their transition to a more responsible investment model using market leading research and data.
This is an exciting opportunity to collaborate across all areas of Morningstar Sustainalytics and to work with the Client Success teams to grow our market presence. Your strong understanding of investor needs and business drivers preferably supplemented with sincere interest in the responsible investment space, will be the key to success.
As a Sales Manager, you will be an experienced business development professional who can help contribute to our business development in the UK region. The role has a strong emphasis on relationship development with clients and prospects, as well as maintenance of a Book of Business of existing clients. You will be an ambassador for Morningstar Sustainalytics from early on.
What You'll Do
- Play a leading role in developing and implementing Morningstar Sustainalytics' business development strategy for the UK region.
- Build relationships with all stakeholders, including clients, prospects, and industry leaders.
- Hold full ownership of a Book of Business, including maintaining existing business and developing new opportunities.
- Grow and maintain a robust sales pipeline by:
- Owning a Book of Business and identifying and successfully closing commercial opportunities, as well as renewing existing business.
- Creating opportunities by proactive prospecting for the region.
- Representing the company at industry events, conferences, and public speaking engagements.
Who You Are
- English fluency (essential)
- Minimum of 5-7 years' experience in Business Development or financial services work experience
- Successful track record of meeting or exceeding sales targets in a competitive environment, preferably within the financial services industry.
- Proficiency in managing the entire sales process from prospecting and lead generation to closing deals and maintaining client relationships.
- Genuine interest in sustainable investing and an alignment with Morningstar Sustainalytics' mission, vision and values
- Demonstrated ability to understand customers' needs, identify opportunities, and effectively communicate the value proposition of complex products.
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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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