At Morningstar, your contributions have meaning and can drive change. Our mission is to empower investor success. With operations in 29 countries, we've invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do.
The Group:
The Investment Management group is a global team guided by Morningstar's investment principles in managing portfolios to help investors reach their financial goals. Our vision is to delight financial advisers that align entirely with our mission, values, and principles, helping their clients reach terrific outcomes.
The Opportunity:
We have a new opening for a Business Development Manager to join our growing inside sales team in Sydney. This exciting role is focused on business development of Morningstar's managed portfolio solutions to financial advisers. We are seeking an ambitious self-starter with a successful track record of identifying, prospecting and qualifying leads generated from our outbound marketing and national accounts team. This role is required to be Sydney based.
Responsibilities:
Identify, prospect, qualify, secure, and win new advisers to recommend Morningstar managed portfolios.
Upsell to advisers who have already entrusted segments of their clients to Morningstar managed portfolios.
Work alongside advisers and their operational teams to remove barriers to their business goals.
Collaborate with marketing to generate demand and convert that demand to leads.
Maintain a strong knowledge of Morningstar managed portfolio solutions.
Collect and analyze data pertinent to advice businesses to determine problems to solve.
Follow a solutions-based, consultative approach to sales.
Influence and educate advisers on the value proposition of our managed portfolio solutions.
Make outbound calls and conduct zoom meetings with qualified advisers.
Achieve required sales activity metrics.
Develop and complete quarterly objectives and key activity results.
Complete sales processes and metrics in Salesforce timely and accurately.
Perform other duties as necessary.
Qualifications:
A bachelor's degree.
At least 3 years professional work experience in business development or serving financial advisers.
Results-driven with excellent attention to detail.
A positive, focused, goal-oriented attitude.
Strong influencing and negotiation skills.
Self-motivated with strong work ethic.
Ability to work autonomously and collaboratively.
Excellent communicator, both oral and written.
Interest in investments and the financial advice industry.
RG146 certified or ability to attain certification in first 12 months of employment.
Human skills:
Strong drive to succeed and time-management skills.
Effective listening skills and curiosity about others' needs.
Team player attitude focused on results.
Organized individuals who meet deadlines.
Empathy and maturity to learn from challenges.
Other useful skills:
Experience using Tableau and Salesforce (or similar).
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis. A range of other benefits are also available to enhance flexibility as needs change.
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