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Morningstar Sustainalytics · 1 month ago

Index Data Sales Director

Chicago

Full-time

Hybrid

Mid, Senior Level

$260K/yr - $468K/yr

5+ years exp

Morningstar, Inc. is a leading global provider of independent investment research, currently seeking an experienced Index Data Sales Director. This role involves growing a book of assigned clients in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund, and Bank/Broker Dealer segments, while collaborating with teams to provide optimal Index data solutions.

Financial Services

Responsibilities

Exceed revenue targets

Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects

Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities

Document activities in CRM system

Master product demonstrations and knowledge of product capabilities and benefits

Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team

Qualification

Sales experienceAccount managementIndex industry knowledgeCFA certificationClient relationship buildingUnderstanding investment conceptsCommunicationPresentation skills

Required

At least five years of sales and account management experience in the index industry

Proven track record of exceeding prior annual sales targets

Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach

Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations

Ability to understand complex investment concepts across active and passive investment products

A bachelor's degree required

Preferred

MBA or CFA

Benefits

75% 401k match up to 7%

Stock Ownership Potential

Company provided life insurance - 1x salary + commission

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 annual

Company-provided long- and short-term disability insurance

Trust-Based Time Off

6-week Paid Sabbatical Program

6-Week Paid Family Caregiving Leave

Competitive 8-24 Week Paid Parental Bonding Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Education Stipend

Tuition Reimbursement

Charitable Matching Gifts program

Dollars for Doers volunteer program

Paid volunteering days

15+ Employee Resource & Affinity Groups

Company

Morningstar Sustainalytics

Glassdoor3.3

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.

Founded in 1992

Amsterdam, NL

1001-5000 employees