Morningstar · 4 hours ago
Regional Sales Director
Woburn, MA
Full-time
Hybrid
Mid Level
$260K/yr - $468K/yr
4+ years expMorningstar is a global company focused on empowering investor success through investment products and technology solutions. The Regional Sales Director will drive sales with financial advisors, establishing relationships and promoting Morningstar’s Managed Portfolios while managing a designated territory.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Drive sales results with target market of financial advisors in your respective region
Establish, cultivate, and develop strong relationships with existing advisor base
Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios
Follow up on leads in tandem with your internal sales consultant
Strategically manage time to maximize sales in territory
Utilize Salesforce as a CRM to maximize penetration success
Perform special tasks as needed
Qualification
Required
Minimum of 4 years related industry experience
Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community
Strong ability to understand and evaluate a financial advisor's practice
Ability to work independently as well as in concert with an internal sales counterpart
Strong interest and ability to explain portfolio management concepts
Ability to work in a team environment and own issues as they arise
Preferred
CFP or other Designations
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
Portfolio Adviser
2026-01-21
Portfolio Adviser
2026-01-21
2026-01-16
Company data provided by crunchbase