Sales Director

This Sales Director role at Morningstar involves building and nurturing relationships with major financial organizations in the UK. The successful candidate will manage and grow a portfolio of key clients, develop new business opportunities, and ensure consistent value delivery. Responsibilities include proactive client engagement, contract management, collaborative teamwork, and accurate sales forecasting using Salesforce CRM. The role requires a dynamic, results-driven professional with a deep understanding of the UK financial industry.

Must Have

• Manage and grow a portfolio of key clients
• Develop new business opportunities in the UK
• Exceed sales targets through new client acquisition and existing relationship enhancement
• Proactively manage accounts to minimize cancellations
• Oversee contracts for new and renewal business
• Partner with internal teams (sales, product, pre-sales, after-sales, support)
• Maintain accurate and timely sales forecasts using Salesforce CRM
• Leverage Morningstar products to provide tailored solutions
• 5+ years of selling Financial Data solutions
• Experience selling into a wide range of institutional clients (Buy and Sell side, Data Vendors and Media)
• Proven track record of exceeding prior targets
• Strong leadership, long-range planning, and time-management skills
• Excellent verbal and written communication abilities and persuasive presentation skills
• Comfortable working in a high-performance team environment and independently
• Strong business instincts, good judgment, and creative mindset
• Impeccable character with high ethical and quality standards
• Extreme attention to detail

Good to Have

• Degree or equivalent with a financial or analytical discipline preferred
• Self-starter and quick learner
• Strong networking skills
• Client-centric approach
• Charismatic and influential
• Entrepreneurial spirit

Perks & Benefits

• Hybrid work environment (four days in-office each week)
• Range of other benefits to enhance flexibility
• Tools and resources to engage meaningfully with global colleagues

About Morningstar:

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions

About the role

This is an exciting opportunity for someone with a deep understanding of the UK financial industry, market trends, and client needs. You will play a pivotal role in building and nurturing relationships with major financial organizations, at decision-making and user levels.

Job Responsibilities

We are seeking a dynamic and results-driven Sales Professional to join our team. In this role, you will:

• Manage and grow a portfolio of key clients, ensuring strong relationships and consistent value delivery.
• Develop new business opportunities in the UK, expanding our presence and acquiring new clients.
• Account Management & Growth: Own and expand your book of business, exceeding sales targets through a focus on both new client acquisition and enhancing existing relationships.
• Proactive Client Engagement: Take a hands-on approach in managing your accounts, minimizing cancellations, and ensuring long-term client value and satisfaction.
• Contract Management: Oversee contracts for new and renewal business, working closely with internal stakeholders to ensure a timely and smooth process.
• Collaborative Teamwork: Partner with sales professionals, product management, Pre-Sales, after-sales consultants, and support teams to deliver exceptional solutions for clients.
• Sales Forecasting & Reporting: Maintain accurate and timely sales forecasts using Salesforce CRM, ensuring visibility and alignment across the organization.
• Client Success: Leverage Morningstar products and expertise to provide tailored solutions that empower your clients to succeed.

What we are looking for:

• Self-Starter & Quick Learner: You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
• Strong Networking Skills: You know how to build meaningful relationships and leverage them to create new business opportunities.
• Client-Centric Approach: You’re highly organized and passionate about cultivating long-term, successful client partnerships.
• Leadership & Vision: Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
• Effective Communicator: Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
• Team-Oriented & Independent: You excel in high-performance environments and can work autonomously when needed.
• Charismatic & Influential: You inspire others and bring them along with your vision and enthusiasm.
• Creative & Strategic Thinker: Strong business instincts, innovative mindset, and a natural ability to drive change and results.
• Entrepreneurial Spirit: Proactively engage with internal teams to develop strategic client partnerships and support business growth.

Qualifications:

• Degree or equivalent with a financial or analytical discipline preferred.
• Candidates should have 5+ years of selling Financial Data solutions ideally from a provider such as Factset, FE Fundinfo, ICE Data Services or LSEG.
• Experience of selling into a wide range of institutional clients. Buy and Sell side, Data Vendors and Media.
• Proven track record of exceeding prior targets.
• Excellent networking skills
• Hands-on, organized individual who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Comfortable working in a high-performance team environment and the ability to work independently with limited oversight.
• A naturally charismatic person who can bring others along easily with them.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards
• Extreme attention to detail

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

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.

U99_MstarUKLtd Morningstar UK Ltd. Legal Entity

About Us

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 from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
• Please be sure to include the title and location of the open position you’re interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

Learn more:

• This Organization Participates in E-Verify (English)
• This Organization Participates in E-Verify (Spanish)
• Right to Work (English)
• Right to Work (Spanish)
• EEO is the Law
• Pay Transparency Notice

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.