Morningstar · 1 day ago
SVP, Business Development
New York, NY
Full-time
Hybrid
Mid, Senior Level
$97K/yr - $174K/yr
7+ years expMorningstar is a leading provider of investment research and management services, seeking a highly motivated Senior Vice President of Business Development to grow their client base within the Wealth Management and Asset Management segments. The role involves exceeding revenue targets, building key client relationships, and implementing account strategies while collaborating with various internal teams.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
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
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
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