Regional Sales Director

USCIS

Regional Sales Director responsible for driving sales of Morningstar Managed Portfolios. Engaging with financial advisors across the Pacific Northwest region and utilizing Salesforce CRM.

Posted 6/28/2026full-timeSeattle • Arizona, California • 🇺🇸 United StatesLead💰 $260,100 - $468,175 per yearWebsite

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.

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)
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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Independent WorkTeam CollaborationTime Management

Certifications

CFP