What are the responsibilities and job description for the Head of Global Sales, Indexes position at Morningstar, Inc.?
Morningstar, Inc., a leading global provider of independent investment research, is looking for an innovative sales leader to serve as the Head of Global Index Sales. 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, wealth managers, hedge funds, banks, redistributors and asset owners in serving their clients' investment needs.
The Role: Morningstar Indexes Team seeks a highly motivated Head of Global Index Sales focused on aggressively growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll lead a dedicated team based in Chicago, New York City, London, Paris and Singapore, representing Morningstar's suite of Index and Data products You and your team will work with other Morningstar businesses and Data solutions across use cases. This role covers opportunities globally and will require 25-50% travel. This position can be based in New York City or Chicago.
Responsibilities
- Set and deliver revenue targets.
- Forecast quarterly and annual performance across teams and report progress monthly to index leadership and Morningstar's CRO.
- Uncover client business needs and work with Index Client Services and Product teams to determine optimal solutions.
- Master product demonstrations and knowledge of product capabilities and benefits.
- Forecast and proactively uncover sales opportunities with clients and prospects.
- Establish and build key client relationships including C- level relationships.
- Foster the implementation of account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
- Develop and implement sales campaigns to drive performance across Index and adjacent sales teams.
- Manage sales leaders across regions and client types along with sales operations function to assist in sales processes and efficiencies.
- External speaking engagement to drive awareness of Morningstar Index Capabilities.
What You Will Bring
- Candidates should have at least ten (10) years of sales and account management experience in the investment index industry with 5 years in sales management.
- Proven track record of exceeding annual sales targets individually and at a team level.
- Ability to build long-term client relationships with executive and senior leadership internally and across client types.
- Strong leadership, long-range strategic planning, time-management skills and the ability to build a strong global team.
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment concepts.
- A bachelor's degree is required; MBA or CFA a plus.
Total Cash Compensation Range, inclusive of base salary and incentive target:
$291,425-$524,575
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 plansand coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disabilityinsurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal MentorshipOpportunities
- Annual Education Stipend
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15 Employee Resource & Affinity Groups
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.
Morningstar and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.
Salary : $300 - $600
