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Morningstar Sustainalytics · 1 day ago

SVP, Business Development

Chicago

Full-time

Hybrid

Mid, Senior Level

$173K/yr - $313K/yr

7+ years exp

Morningstar Sustainalytics is seeking a highly motivated, experienced Senior Vice President, Business Development focused on growing a book of assigned clients in the Wealth Management and Asset Management segments. The role involves building key client relationships, uncovering sales opportunities, and working closely with various internal teams to deliver optimal solutions.

Financial Services

Responsibilities

Exceed revenue targets

Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution

Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client’s enterprise

Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset

Forecast and proactively uncover sales opportunities with clients and prospects

Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity

Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams

Document daily activities in CRM system

Qualification

Sales experienceAccount managementClient relationship buildingStrategic planningUnderstanding investment conceptsLeadership skillsCommunication skillsMBACFATime-management skillsPresentation skills

Required

Candidates should have at least ten 7-10 years of sales and account management experience in the finance and investment industry

Proven track record of exceeding prior annual sales targets

Prior experience in a hunter role

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

Strong leadership, long-range strategic planning, and time-management skills

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

Ability to understand complex investment concepts

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 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