Greater London, England, United Kingdom · Hybrid
$59k–$86k/yr
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · Hybrid
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · Hybrid
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · Hybrid
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Greater London, England, United Kingdom · Hybrid
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · Hybrid
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Crane Worldwide LogisticsGreater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · Hybrid
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Cedar GroupGreater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · On-site
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Greater London, England, United Kingdom · On-site
Who is Size? Launched in 2009 as a small construction venture between two friends, Size Group brings together the vital elements of property from the construction of luxury buildings through to the maintenance and manage…
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Greater London, England, United Kingdom · Remote OK
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Greater London, England, United Kingdom · Hybrid
$59k–$83k/yr
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Greater London, England, United Kingdom · Hybrid
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Develop and execute a strategy to increase the adoption of Morningstar indexes among asset owners and consultants. Build relationships with key influencers and secure investment mandates to establish indexes as a benchmark of choice.
Requires at least five years of experience in institutional sales and account management within the investment index industry. Candidates must have a proven track record of exceeding sales targets and a deep understanding of the asset owner decision-making process.
Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced asset owner and consultant sales individual to serve in Morningstar’s Index business. The Index business is responsible for the creation and distribution of Morningstar’s Index Intellectual Property. The group develops new, innovative indexes for use by asset managers and asset owners in serving their clients investment needs.
The Morningstar Indexes Team seeks a highly motivated Asset Owner Sales Director focused on developing and executing a strategy for adoption of our index offerings in major client segments, including pension funds, endowments, foundations, defined contribution systems and the investment consultant community. Because this role covers a wide range of opportunities, it will require approximately 25-50% travel. This position will be based in London.
Working with the Head of Index Sales, create an asset owner and consultant business plan designed to establish Morningstar Indexes as a benchmark of choice.
Build and maintain relationships with key influencers in the asset owner community with programs designed to meet market needs and increase the awareness and adoption of our indexes
Generate demand for Morningstar indexes and data by securing investment mandates from asset owners, or via consultant relationships
Understand the competitive landscape including comparing Morningstar Indexes with other indexes in key performance areas. Ability to effectively present and distribute these messages so that clients develop a preference for Morningstar Indexes.
Collaborate with Morningstar Research & Data, Sustainalytics, PitchBook and other Morningstar teams to formulate consistent strategies to serve the asset owner and consultant communities.
Assist in the coordination of events to connect asset owners and Morningstar Indexes with internal and external subject matter experts.
Represent Morningstar Indexes at events and conferences related to the asset owner community including selecting appropriate conference and speaking opportunities.
Candidates should have at least five (5) years’ experience in institutional sales and account management in the investment index industry.
Proven track record of exceeding prior annual sales or mandate targets.
Knowledge of the asset owner investment and decision-making process as well as the competitive landscape.
Ability to build long-term client relationships with executive and senior leadership within the asset owner community through a hands-on, collaborative, customized approach.
Knowledge of institutional distribution networks and influence forums (publications, events, conferences)
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts
This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
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.
301_MstarEurLtd Morningstar Europe Ltd (UK) 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
There are currently 304 open finance & accounting positions in Greater London, United Kingdom listed on Clera. New openings are added daily as companies post roles.
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