Regional Sales Director

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world‑class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to provide intelligent, flexible, and scalable products that help clients save time and achieve their goals.

Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data‑driven sales professionals who promote and sell Morningstar Managed Portfolios to Independent Broker‑Dealer financial advisors and Registered Investment Advisors (RIAs). You will represent our broad range of capabilities, capital market insights, and investment solutions, all under the Morningstar brand.

This role covers the Mid‑Atlantic territory and may be based in Pennsylvania, Ohio, Michigan, Maryland, or surrounding regions.

• Drive sales results with a target market of financial advisors in your region.
• Establish, cultivate, and develop strong relationships with the existing advisor base.
• Conduct group and one‑on‑one meetings to promote the Morningstar Platform and Managed Portfolios.
• Follow up on leads in tandem with your internal sales consultant.
• Strategically manage time to maximize sales in the territory.
• Utilize Salesforce as a CRM to maximize penetration success.
• Perform special tasks as needed.

• Minimum of 4 years of related industry experience.
• Passion for relationship building and demonstrated ability to market investment products to financial advisors.
• Strong ability to understand and evaluate a financial advisor’s practice.
• Ability to work independently as well as in concert with an internal sales counterpart.
• Strong interest in and ability to explain portfolio management concepts.
• Ability to work in a team environment and own issues as they arise.
• Nice to have: CFP or other designations.

Total Cash Compensation: $260,100 – $468,175 USD

• Financial Health
  • 100% 401(k) match up to 6% of salary
  • Stock ownership potential
  • Company‑provided life insurance – 1× salary plus commission
• Physical Health
  • Comprehensive medical, dental, and vision benefits with potential premium discounts and company‑provided HSA contributions (up to $2,000 annually) for specific plans and coverages
  • Additional medical wellness incentives – up to $600 annually
  • Company‑provided long‑term and short‑term disability insurance
• Emotional Health
  • Trust‑based time off
  • 6‑week paid sabbatical program
  • 6‑week paid family caregiving leave
  • Competitive 8‑24 week paid parental leave
  • Adoption assistance
  • Leadership coaching and formal mentorship opportunities
  • Annual flex stipend – $1,000 annually for personal education and well‑being expenses
  • Tuition reimbursement
• Social Health
  • Charitable matching gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ employee resource and affinity groups

Upon receiving and accepting an offer, you will be required to disclose personal and related investments to our Compliance team, and any conflicts must be addressed in accordance with our Code of Ethics. Certain employee accounts may need to be held with an approved broker depending on your department and location.

Morningstar’s hybrid work environment encourages collaboration in person each week. In most locations, the model is four days in‑office each week, with additional flexibility available as needs change. We provide tools and resources to help you engage meaningfully with global colleagues.