Woburn, Massachusetts, United States · Hybrid
$156k–$281k/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: Financial Services Sales, Asset Management Distribution, CRM Management, Relationship Management, Portfolio Construction
Chicago, Illinois, United States · Hybrid
$74k–$109k/yr
What you'll do Manage technology spend categories such as software, SaaS, hardware, telecom, networking, infrastructure, cloud, labor, and managed services suppliers.Creates and manages category strategies, negotiations,…
Skills: Technology Procurement, Contract Negotiation, Category Strategy, Supplier Relationship Management, Spend Analysis
Stockholm Municipality, Sweden · Hybrid
$557k–$818k/yr
About the Role We are looking for a high-performing, commercially driven Business Development professional to accelerate our growth in the Nordics 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
Navi Mumbai, Maharashtra, India · Hybrid
The Role: At Morningstar, our mission is to help investors achieve their goals by delivering innovative and efficient solutions. We are seeking a Senior Software Engineer to join our International Wealth Platform, which …
Skills: Azure, .NET Core, REST APIs, SQL, Vue
Chicago, Illinois, United States · Hybrid
$196k–$300k/yr
The Group: The Investment Management group is guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise…
Skills: Portfolio Management, Equity Research, Company Valuation, Risk Management, Growth Investing
Chicago, Illinois, United States · Hybrid
$196k–$300k/yr
The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use …
Skills: Systematic Investing, Quantitative Research, Portfolio Management, Statistical Modelling, Multi-factor Models
Chicago, Illinois, United States · Hybrid
$216k–$331k/yr
The Group: The Individual Investor business unit at Morningstar empowers millions of individual investors and their advisors with editorial insights, unbiased analysis, actionable data and tailored tools to help them mak…
Skills: Product Management, Design Leadership, Generative AI Integration, Roadmap Development, User Research
Toronto, Ontario, Canada · Hybrid
$90k–$133k/yr
The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, incl…
Skills: Quantitative Analysis, Qualitative Analysis, Manager Research, Due Diligence, Financial Research
Chicago, Illinois, United States · Hybrid
$161k–$247k/yr
Why Morningstar At Morningstar, you’ll help shape how investors—and the people who inform them—understand markets, investments, and retirement. Our mission is clear: empower investor success. Our value proposition is dif…
Skills: Media Relations, Crisis Communications, Executive Communications, Strategic Positioning, Thought Leadership
Greater London, England, United Kingdom · Hybrid
$68k–$95k/yr
We’re looking for a Senior Software Engineer to join our team building and operating the core data platform that powers our business. This platform sits at the heart of everything we do, delivering high-quality, real-tim…
Skills: Apache Flink, Kafka, Java, .NET, AWS
Navi Mumbai, Maharashtra, India · Hybrid
Position: Lead Quantitative Analyst, New Product Development – Morningstar Indexes The Area: Morningstar Indexes Team leverages its expertise in credit research, equity research, manager research, asset allocation, and p…
Skills: Quantitative Investment Analysis, Index Construction, Python, Matlab, R
Navi Mumbai, Maharashtra, India · 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: Business Analysis, Requirements Gathering, Agile Methodology, User Story Creation, Backlog Refinement
United Kingdom · 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: C++, C, Windows Platforms, Software Development Lifecycle, TCP/IP
Bucharest, Romania · Hybrid
$122k–$187k/yr
About the Role Morningstar is seeking a Resilience and Continuity Analyst to join our Enterprise Resilience Program in Bucharest/Madrid. This role is critical for safeguarding our global operations. You will implement an…
Skills: Business Continuity Management, Emergency Management, Business Impact Analysis, Project Management, Compliance Auditing
Greater London, England, United Kingdom · Hybrid
$46k–$62k/yr
Morningstar is a global leader in mutual fund and ETF data and analysis. Our editorial team produces accessible market news and research through articles, data visualizations, videos, and podcasts, operating as an indepe…
Skills: Financial Journalism, Market Analysis, Storytelling, News Judgement, Data Fluency
Navi Mumbai, Maharashtra, India · Hybrid
The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Senior Data Engineer to join the Corporate Systems Data Enablement team to support Morningstar’s Business I…
Skills: Data Engineering, AWS, Python, SQL, Snowflake
Navi Mumbai, Maharashtra, India · Hybrid
Title: Associate Manager, Product Involvement & CWR Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wid…
Skills: People Management, ESG Research, Secondary Research, Data Operations, LEAN
Bucharest, Romania · Hybrid
$122k–$187k/yr
About the Role Morningstar is seeking a Resilience and Continuity Analyst to join our Enterprise Resilience Program in Bucharest/Madrid. This role is critical for safeguarding our global operations. You will implement an…
Skills: Business Continuity Management, Emergency Management, Business Impact Analysis, Project Management, Organizational Skills
Navi Mumbai, Maharashtra, India · Hybrid
Title - Lead Software Development Engineer, Marketing Platform Automation Shift - General Company: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and…
Skills: Java, Python, SQL, Marketo, Salesforce
Navi Mumbai, Maharashtra, India · Hybrid
Role: Software Engineering Team Lead Location: Vashi, Navi Mumbai Job Overview As the Software Engineering Team Lead at PitchBook, you play a pivotal role as the engineering voice for a stream aligned team. PitchBook’s S…
Skills: Java, Spring Boot, Spring MVC, RESTful API Design, Agile
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Manage a book of advisors to drive revenue and pipeline growth through strategic investment offerings and case design. Partner with sales directors and portfolio specialists to optimize territory coverage and deliver technical investment expertise.
Requires a bachelor's degree and at least 5 years of experience in financial services sales or asset management distribution. Candidates must have strong knowledge of SMAs and the ability to obtain Series 65/66 certifications within six months.
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.
As a Business Development Consultant at Morningstar Investment, you will partner with your Divisional Sales Director to expand advisory relationships and grow business across your assigned territory. This hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales — building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc
Own and manage a defined book of advisors with full accountability for sales activity execution, revenue contribution, and pipeline growth.
Leverage CRM as the operational backbone of the role — documenting all prospecting efforts, relationship touchpoints, pipeline stages, and follow-up commitments.
Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings — leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives
Develop and maintain deep fluency across the full managed portfolios program — including investment philosophy, portfolio construction, performance attribution, and competitive differentiation.
Deliver a consistently high standard of communication across all channels — virtual meetings, phone, and written correspondence — with the presence, preparation, and professionalism expected of a field-level representative
Partner with the Divisional Sales Director to optimize territory coverage —while independently running virtual advisor meetings that reflect the firm's brand and consultative approach
Collaborate with the Portfolio Specialist and Investment Management team on any client-facing content that requires deeper technical or portfolio-level expertise
A bachelor's degree is required; concentration in Finance, Business, or a related field preferred
Minimum of 5+ years of financial services sales or asset management distribution experience
Proven ability to build, manage and develop a high-volume book of advisors relationships through phone and virtual engagement
Strong working knowledge of managed accounts, separately managed accounts (SMAs) and the advisory business model.
Exceptional communication skills with ability to build strong relationships across cross-function teams and colleagues.
Resilience and adaptability – comfortable operating in a fast-moving, performance-oriented environment
Series 65/Series 66 or ability to obtain within 6 months of employment.
Ability to travel up to 25% for selective in-person meetings, events, or sales meetings
Target Cash Total Compensation Range: $156,050 - $280,900
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.
001_MstarInc Morningstar Inc. 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
