National Director, Investment Specialist

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. These financial advisers partner completely with our business. Together, we change the way advisers think about working with an investment manager, and we set the standard for the trusted business partner.

Responsibilities:

Develop and Lead our Investment Specialist initiatives focused on retention and training nationally including:

• Represent the investment management team in external client speaking engagements, marketing and educational sessions. Including investment and behavioural coaching videos, webinars, forums and licensee conferences.
• You will act as the voice of the adviser as we continue to enhance our investment and behavioural coaching services. Including best practice digital tools, portfolios comparison and reporting templates to ensure adviser success.
• Provide input on product development and play a key role in the go to market launch to advisers on new managed portfolio solutions to maximise netflow success together with new business and account managers.
• Regular writing of managed portfolio communication to support adviser engagement with their clients and practice optimisation collateral produced for investment solutions.
• Ongoing adviser and licensee meeting preparation, presentations and investment query responses regarding our managed portfolio solutions and investment approach.
• Quarterly investment collateral development and presentation to advice practices on key investment themes, performance and trade updates for our managed portfolio solutions.
• Work collaboratively to build strong internal relationships with the investment management, marketing and product teams to execute and achieve your agreed business development goals.

Support our Investment Specialist initiatives focused on acquisition and growth nationally including:

• Removing any potential barriers preventing advisers utilising our managed portfolio solutions and achieve philosophical alignment with our global best practice investment approach.
• Onboarding and serving advisers to write new netflows by solving any investment and behavioural challenges when entrusting their clients’ wealth to our managed portfolio solutions.
• Following a solutions-based and consultative approach, you will build an understanding of the adviser’s investment needs across all their client segments by collecting pertinent discovery data to identify and close solution structuring opportunities.
• Prepare and present compelling investment solution proposals to gain adviser commitment to recommend our managed portfolios to their end clients. Including model comparisons, core satellite and competitor analysis on current and proposed strategies.
• Influencing, persuading and educating advisers by presenting a “playbook” of how to incorporate our managed portfolio solutions across client segments to help their clients achieve their financial goals.

Other:

• End to end service delivery for the investment pillar of our value proposition to all advice practices we serve in New South Wales to achieve retention and share of wallet AUM goals.
• Demonstrate completion of investments related business development activity in Salesforce in a timely and accurate manner.
• Develop and complete quarterly objectives and key activity results metrics to achieve business development goals in investments in each quarter end.
• Perform other duties as necessary.

What we’d expect you’d have on day 1:

Qualifications & experience:

• A bachelor’s degree, and advanced degree and/or a CFA designation is preferred
• Greater than 7 years of industry experience is preferred in investments and serving financial advisers and practices.
• An evidenced track record in investments business development serving financial advisers and successfully converting these relationships to revenue.
• Strong investment background, including principles of asset allocation, portfolio construction and manager analysis.
• Demonstrated experience, understanding and proficiency to communicate investment and behavioural finance concepts in their application to financial advice.
• Extensive knowledge of financial markets.
• An ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.
• Excellent presentation, public speaking and written communication skills. Including the ability to listen effectively, present a compelling solution to adviser and practice needs and objections.
• Strong work ethic to deliver client centric service to financial advice practices.
• RG146 Certification.

Competencies & Interpersonal Skills:

• A team player’s attitude with a high threshold for quality, a drive to succeed and results driven focus.
• Strong attention to detail and commitment to accuracy.
• Strong motivation, tenacity, planning and time-management skills are essential.
• The ability to listen effectively and have a natural curiosity to learn about others and their needs.
• Hands-on, organised individuals who meet deadlines and get the job done
• Empathy and the maturity to own and learn from challenges.
• A proactive approach and can-do attitude to solving problems.
• Proven ability to work autonomously and in a collaborative team environment to achieve goals.

Preferred but not mandatory

• Experience using Tableau and Salesforce (or similar).

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 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, typically 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.