Manager, Client Relations

ROLE DESCRIPTION Morningstar Sustainalytics is seeking a proven financial services industry professional with a demonstrated track record of successfully selling solutions to the investment space and a good understanding of the Morningstar organization. As a Sales Executive you will use your deep subject matter expertise and network to provide specialist ESG sales support for Morningstar solutions and identify opportunities for further collaboration within the Morningstar Sustainalytics sales organization. This is an exciting opportunity to become an expert on Morningstar Sustainalytics solutions and selling processes while utilizing institutional knowledge to support the scaling of ESG sales across organizations. You will work closely with the Head of Sales – Americas, and broader Client Relations team globally to craft strategy for and grow revenues associated with Morningstar and Sustainalytics’ our research offering. Your clear understanding of each organizations clients and their business drivers will be the key to sales success. We are looking for a dynamic team player with strong relationship skills. The Sales Executive is responsible for collaborating internally with other Sales leaders and Client Advisors as well as with various business units within the Morningstar organization to form strong relationships, increasing revenue and profit. This role has a strong emphasis on relationship development with clients and prospects, as well as maintenance of a book of business of existing clients. ABOUT THE CLIENT RELATIONS TEAM Our employees across the business combine their desire to work in a fast-paced, commercial and entrepreneurial organization with making a positive impact in the work we do. The Client Relations team is at the forefront of this. We work with a diverse range of leading asset managers, asset owners, hedge funds, wealth management firms, banks and insurance teams in developing and implementing tailored responsible investment strategies. The team operates in a lively, collaborative and supportive environment, where each day is different. RESPONSIBILITIES Play a role in developing and implementing Morningstar Sustainalytics’ business development strategy for the Americas region; Build profound relationships with all stakeholders, including clients, prospects, and industry leaders; Own and manage a book of business, including maintaining existing business and developing new opportunities; Become an expert in Morningstar Sustainalytics ESG solutions; Identify areas for collaboration and cross selling within Morningstar; Grow and maintain a robust sales pipeline by: Owning a Book of Business and identifying and successfully closing commercial opportunities, as well as renewing existing business. Serving as a trusted advisor to institutional and retail investors, banks, and insurance companies on applying Responsible Investment strategies and incorporating our products and services. Keeping abreast of market developments, identifying, and sharing product innovation opportunities. Representing the company at industry events, conferences, and public speaking engagements. Collaborating regularly with colleagues in the US, Canada, as well as global teams in EMEA and APAC QUALIFICATONS The ideal candidate needs to be an ambitious team player who can reach objectives individually, as well as through close collaboration and coordination with other team members, based on Morningstar Sustainalytics’ consultative sales philosophy. A strong understanding of the Morningstar organization and a passion for sustainability is key to success in the role. The ideal candidate should have: Demonstrated ability to understand customers' needs, identify opportunities, and effectively communicate the value proposition of complex products. Successful track record of meeting or exceeding sales targets in a competitive environment, preferably within the financial services industry. Proficiency in managing the entire sales process from prospecting and lead generation to closing deals and maintaining client relationships. Demonstrated passion for business success including building relationships with all stakeholders across the business Genuine interest in sustainable investing and an alignment with Morningstar Sustainalytics’ mission, vision and values Strong network in the relevant market and experience with selling in such cultures Minimum of 5-7 years’ experience in Business Development or financial services work experience; Post-graduate degree (MBA) or industry designation (CFA) an asset; Degree in related discipline (business, finance, environment and/or social sciences); Strong client servicing, consultative sales and overall strong commercial skills; Efficient, entrepreneurial and well-organized team-player with a high level of integrity; Excellent interpersonal, communication and writing skills; The desire to work very closely within an international and diverse team Compensation and Benefits 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  75% 401k match up to 7%  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 Leave & Paternity Leave  Adoption Assistance  Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend  Tuition Reimbursement Social Health  Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups  001_MstarInc Morningstar Inc. Legal Entity Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls or emails from applicants who need accommodation related to a disability. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster.pdf This Organization Participates in E-Verify (Spanish) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf Right to Work (English) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf Right to Work (Spanish) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf EEO is the Law: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf Pay Transparency Notice: https://www.dol.gov/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.