Morningstar · 2 days ago
Index Data Sales Director
New York, NY
Full-time
Hybrid
Mid, Senior Level
$185K/yr - $220K/yr
5+ years expMorningstar, Inc. is a leading global provider of independent investment research, and they are seeking an experienced Index Sales Director. This role focuses on growing a client base in various client segments while representing Morningstar's Index data products and collaborating on sales opportunities.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
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
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 a plus
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
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
2026-01-06
2026-01-06
MarketScreener
2026-01-05
Company data provided by crunchbase