Regional Sales Director

Morningstar

Regional Sales Director selling Morningstar Managed Portfolios and investment solutions to financial advisors. Managing advisor relationships and regional sales across Arizona and the Pacific Northwest.

Posted 8/21/2026full-timeSeattle • Arizona, California, Washington • 🇺🇸 United StatesLead💰 $260,100 - $468,175 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales results within the financial advisor market, leveraging strong relationship-building skills and a deep understanding of investment products and portfolio management concepts. Proficient in utilizing Salesforce for CRM to enhance sales effectiveness and manage client interactions.

Highest-signal resume keywords

Sales Strategy DevelopmentRelationship BuildingInvestment Product MarketingSalesforce CRM UtilizationPortfolio Management Concepts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ResultsInvestment ProductsPortfolio ManagementFinancial Advisor EvaluationLead Follow-Up

Soft Skills

Team CollaborationIndependent WorkTime ManagementProblem Solving

Tools & Technologies

Salesforce

Certifications & Qualifications

CFP

Industry Keywords

Financial AdvisorsIndependent Broker DealerRegistered Investment AdvisorsCapital Market InsightsManaged Portfolios

About the role

Key responsibilities & impact

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
Promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered Investment Advisors (RIAs)
Represent Morningstar capabilities, capital market insights, investment solutions, and products

Requirements

What you’ll need

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
Nice to have: CFP or other Designations

Benefits

Comp & perks

100% 401k match up to 6% of salary
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Hybrid work environment and tools/resources to engage meaningfully with global colleagues