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Wealth Business Development Manager - Midlands
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.
The Role:
As our Wealth Business Development Manager for the Midlands region, you’ll be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi-asset funds, and wealth platform. You will build meaningful, trust-based, consultative relationships with clients, conducting meetings both face-to-face and remotely to increase awareness of our products and develop cross-selling opportunities.
What You’ll Do
1. Identify, generate, and qualify new business leads.
2. Support the business in planning and delivering on targets.
3. Grow funds under management by developing relationships.
4. Assist in preparing and delivering presentation materials.
5. Schedule, prepare, and deliver training sessions with intermediary clients.
6. Ensure delivery of proposals and marketing documents.
7. Monitor competitors and market trends to strategically develop our business.
8. Build trusted relationships within the company to exceed client expectations.
9. Adhere to risk and compliance policies to maintain the integrity of our firm.
10. Attend sales meetings.
Who You Are
* Extensive experience in UK Financial Services Sector.
* Proven track record in investment/platform sales.
* Excellent relationship management skills.
* Confident telephone manner.
* Effective communicator and team player.
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.
If you accept an offer, personal and related investments must be disclosed confidentially to our Compliance team. These will be reviewed for conflicts of interest, which may require liquidation. Certain employee accounts must be held with an approved broker, depending on your department and location.
Our hybrid work environment offers remote work and in-person collaboration, typically three days a week. Additional benefits are available to support flexibility and engagement with our global colleagues.
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