USCIS

Sales

• Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
• Develop and facilitate presentations that support the business's strategic marketing messages and make a compelling case for introducing our services to a relationship.
• Identify appropriate opportunities for client relationship expansion and promotion of the managed account service.
• Partner with other field sales representatives and various functional groups across Morningstar Investment Management in order to develop creative solutions that meet client needs.
• Monitor and provide feedback on client and competitive activities in the marketplace.

Regional Sales Director

• 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.

General Counsel

• Advising the business on legal regulatory strategy and risk, including with respect to regulatory matters associated with strategic initiatives and new business line development.
• Advising Compliance on the management of Morningstar’s regulatory compliance responsibilities and consulting with external parties, as appropriate.
• Serving as one of Morningstar’s contacts and negotiators with European regulatory bodies.
• Advising on strategy for defending and settling any regulatory action or other related matters involving any of Morningstar’s regulated businesses.
• Assisting with formal examinations or investigations by a regulator, regulatory registrations, and written submissions in response to consultations from regulators, as necessary.
• Advising the Compliance Team in internal investigations, and development and implementation of policies, guidelines and other documents pertaining to regulatory requirements applicable to Morningstar’s regulated businesses, as necessary.
• Staying current on regulations and other changes in regulatory requirements that could impact Morningstar’s businesses.

European Regional Regulatory Counsel

Business Development Rep

• Identify, generate and qualify new business leads
• Support the business in planning and delivering on targets
• Grow the level of funds under management by developing new and existing relationships
• Prepare and deliver training sessions with intermediary clients
• Ensure delivery of proposals and marketing documents to prospective clients
• Monitor and understand the position of competitors and market trends

Business Development Manager

Financial Planning and Analysis

• Manage a portfolio of new and existing issuers (including ongoing analysis and surveillance)
• Participate in rating committees and attend issuer meetings with C-level executives
• Produce high-quality and timely topical research while staying abreast of industry trends

Regional Sales Director

Regional Sales Director

European Regional Regulatory Counsel

Business Development Manager

Vice President, Credit Ratings – European Financial Institutions