Morningstar · 1 day ago
Morningstar Direct Sales Specialist
Chicago, IL
Full-time
Hybrid
Mid Level
$116K/yr - $209K/yr
3+ years expMorningstar is a leading financial services firm seeking a highly motivated Vice President of Business Development to grow revenue and build relationships within strategic accounts. The role focuses on increasing adoption of Morningstar Direct and addressing client workflow challenges through additional services.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Exceed growth targets
Work closely with the Strategic Account Executive and Customer Success teams to uncover client business needs and determine optimal solutions
Establish and build relationships with key stakeholders, in collaboration with the Strategic Account Executive and Customer Success Manager
Identify new business groups and opportunities within the accounts
Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions
Master product demonstrations and knowledge of product capabilities and benefits
Forecast and proactively uncover opportunities within key business groups
Negotiate and close business
Develop growth plans for accounts
Document daily activities in CRM
Be a team player
Qualification
Required
Candidates should have 3+ years of business development, sales and/or account management experience in the finance and investment industry
Experience with consultative selling methods within a licensing business model
Proven track record of exceeding prior targets
Hands-on, organized individuals who can build long-term client relationships
Strong leadership, long-range planning, and time-management skills are essential
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations
Ability to understand complex investment requirements
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
2026-01-16
2026-01-16
2026-01-12
Company data provided by crunchbase