Salary
💰 $291,425 - $524,575 per year
About the role
- Set and deliver revenue targets
- Forecast quarterly and annual performance across teams
- Report progress monthly to index leadership and Morningstar's CRO
- Uncover client business needs
- Work with Index Client Services and Product teams to determine optimal solutions
- Master product demonstrations and knowledge of product capabilities and benefits
- Forecast and proactively uncover sales opportunities with clients and prospects
- Establish and build key client relationships including C-level relationships
- Foster the implementation of account strategies by building relationships with internal and external groups
- Develop and implement sales campaigns to drive performance across Index and adjacent sales teams
- Manage sales leaders across regions and client types along with sales operations function
Requirements
- At least ten (10) years of sales and account management experience in the investment index industry
- 5 years in sales management
- Proven track record of exceeding annual sales targets individually and at a team level
- Ability to build long-term client relationships with executive and senior leadership internally and across client types
- Strong leadership, long-range strategic planning, and time-management skills
- Excellent verbal and written communication abilities
- Ability to deliver professional and persuasive presentations
- Ability to understand complex investment concepts
- A bachelor’s degree is required; MBA or CFA a plus
- 75% 401k match up to 7%
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Comprehensive health benefits (medical/dental/vision)
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales managementaccount managementsales forecastingsales strategy developmentperformance reportingproduct demonstrationsales campaign implementationclient relationship managementinvestment concepts understanding
Soft skills
leadershipstrategic planningtime managementverbal communicationwritten communicationpresentation skillsrelationship building
Certifications
bachelor's degreeMBACFA