Seattle, Washington, United States · Hybrid
$260k–$468k/yr
The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the business…
Skills: Sales Strategy, Relationship Management, Investment Product Marketing, Portfolio Management Concepts, Salesforce CRM
Chicago, Illinois, United States · Hybrid
$311k–$477k/yr
Morningstar’s mission is “Empowering Investor Success.” The Morningstar Direct Platform is our original and core product and largest revenue business that provides primarily public markets investors comprehensive data, r…
Skills: Product Management, GenAI Commercialization, Data Strategy, API Design, Cloud Data Platforms
Toronto, Ontario, Canada · Hybrid
$74k–$109k/yr
The Group: The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expe…
Skills: Solution Design, Client Onboarding, Pre-sales, Needs Analysis, Project Management
Toronto, Ontario, Canada · Hybrid
$74k–$109k/yr
The Group: The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expe…
Skills: Solution Design, Client Onboarding, Pre-sales, Needs Analysis, Project Management
Toronto, Ontario, Canada · Hybrid
Position Summary The North American Corporate Real Estate Ratings team of Morningstar DBRS is seeking a highly motivated individual with a minimum of eight years of relevant experience in corporate credit analysis, resea…
Skills: Corporate Credit Analysis, Financial Statement Analysis, Real Estate Sector Knowledge, IFRS, US GAAP
Navi Mumbai, Maharashtra, India · Hybrid
Role: Senior Staff Software Development Engineer Location: Vashi, Navi Mumbai (4 days working from office) As a Senior Staff Software Development Engineer within the Product organization, you will be responsible for solv…
Skills: Java, Microservices Architecture, Cloud Architecture, Domain Driven Design, Clean Architecture
Mumbai City, Maharashtra, India · Hybrid
Role: Senior Staff Software Development Engineer Location: Vashi, Navi Mumbai (4 days working from office) As a Senior Staff Software Development Engineer within the Product organization, you will be responsible for solv…
Skills: Java, Microservices, Cloud Architecture, Domain Driven Design, Clean Architecture
New York, New York, United States · Hybrid
$95k–$139k/yr
The Group The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chica…
Skills: Go-to-Market Strategy, Product Marketing, Credit Ratings, Fixed Income, Financial Data
New York, New York, United States · Hybrid
$113k–$179k/yr
About the Role: The Morningstar DBRS U.S. ABS team is seeking a ratings analyst with strong quantitative and analytical skills at the Vice President level to support the Commercial ABS platform. The role is based in New …
Skills: Quantitative Analysis, Structured Finance, Credit Analysis, Cash Flow Modeling, Legal Document Review
New York, New York, United States · Hybrid
$113k–$179k/yr
About the Role: The Morningstar DBRS U.S. ABS team is seeking a ratings analyst with strong quantitative and analytical skills at the Vice President level to support the Commercial ABS platform. The role is based in New …
Skills: Quantitative Analysis, Structured Finance, Credit Analysis, Cash Flow Modeling, Legal Document Review
Sydney, New South Wales, Australia · Hybrid
The Team: The Australian content team is dedicated to presenting Morningstar's independent thought leadership and research to individual investors and advisers. We provide written and video commentary and podcasts to inv…
Skills: Content Creation, Investment Analysis, Writing, Canva, Video Editing
New Delhi, Delhi, India · Hybrid
Job Description: Implementation Consultant Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and ind…
Skills: Software Implementation, Client Onboarding, CRM Implementation, Project Management, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$74k–$109k/yr
The Role The Employee Experience Insights & AI Enablement Team is looking for a Senior Insights Analyst to sit at the intersection of AI strategy, IT operations, and enterprise analytics. This is not a traditional BI rol…
Skills: Data Analytics, Dashboarding, Snowflake, Microsoft Fabric, Power BI
Chicago, Illinois, United States · Hybrid
$95k–$140k/yr
The Group Morningstar’s corporate functions play a critical role in advancing our mission to empower investor success. The People & Culture team designs and delivers end-to-end experiences across the talent lifecycle—fue…
Skills: Technical Recruiting, Sourcing Strategies, Stakeholder Management, Talent Advising, Candidate Assessment
Chicago, Illinois, United States · Hybrid
$311k–$477k/yr
Morningstar’s mission is “Empowering Investor Success.” The Morningstar Direct Platform is our original and core product and largest revenue business that provides public markets investors comprehensive data, research, i…
Skills: Product Management, AI Strategy, Enterprise SaaS, FinTech, Workflow Design
Mumbai City, Maharashtra, India · Hybrid
Role: Head of Data Management & Operations, Navi Mumbai (Vashi). Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of pro…
Skills: Data Operations Leadership, ESG Data Management, AI Automation, Process Re-engineering, Financial Data Governance
Chicago, Illinois, United States · Hybrid
$94k–$118k/yr
Job Duties Provide new product development and product rationalization recommendations to Product Managers leveraging industry knowledge and experience (10%). Identify opportunities and make strategic recommendations for…
Skills: Investment Product Analysis, Product Development, Competitor Analysis, Performance Attribution, Asset Allocation
Madrid, Community of Madrid, Spain · Hybrid
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of…
Skills: Recruitment Coordination, Interview Scheduling, Job Posting, Employee Records Management, Onboarding
Madrid, Community of Madrid, Spain · Hybrid
$45k–$67k/yr
About the Role We are looking for a high-performing, commercially driven Business Development professional to accelerate our growth in the Iberian market. This is a quota-carrying role with full ownership of a Book of Bu…
Skills: Business Development, Revenue Generation, Account Management, Sales Cycle Management, Negotiation
Chicago, Illinois, United States · Hybrid
$117k–$125k/yr
Job Duties: It is expected the candidate can use these in conjunction with a deep understanding of financial markets to estimate long-term variables to generate expected returns (10%). Strong knowledge of financial theor…
Skills: Financial Theory, Econometrics, Python, R, Matlab
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Drive sales of Morningstar Managed Portfolios to Independent Broker Dealers and RIAs within the Pacific Northwest region. Establish and cultivate strong relationships with financial advisors through group and one-on-one meetings.
Requires a minimum of 4 years of related industry experience and a demonstrated ability to market investment products to financial advisors. A strong understanding of portfolio management concepts and the ability to work independently or in a team is essential.
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.
Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we’d like to talk to you.
The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions.
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.
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
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
Emotional Health
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
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
