Regional Sales Director

About Morningstar Wealth

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 deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve 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 that seek to promote and sell Morningstar Managed Portfolios to Independent Broker‑Dealer financial advisors and Registered Investment Advisors (RIAs). You will represent the vast array of capabilities, capital‑market insights, and investment solutions and products, all carrying the Morningstar brand.

The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and the position can be based anywhere in these regions.

• Drive sales results with target market of financial advisors in your respective region.
• Establish, cultivate, and develop strong relationships with 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 territory.
• Utilize Salesforce as a CRM to maximize penetration success.
• Perform special tasks as needed.

• Minimum of 4 years related industry experience.
• Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
• 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 and ability to explain portfolio management concepts.
• Ability to work in a team environment and own issues as they arise.

• CFP or other designations.

$260,100 – $468,175 USD.

• 100% 401(k) match up to 6% of salary.
• Stock ownership potential.
• Company‑provided life insurance – 1x salary + commission.
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company‑provided HSA contributions (up to $500–$2,000 annually).
• Wellness incentives – up to $300–$600 annual.
• Long‑ and short‑term disability insurance.
• 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 & formal mentorship opportunities.
• Annual flex stipend – $1,000 annually to cover personal education and well‑being expenses.
• Tuition reimbursement.
• Social health charitable matching gifts program – dollars for doers volunteer program and paid volunteering days.
• 15+ employee resource & affinity groups.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed to our compliance team. These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, you will be required to liquidate those holdings immediately. Certain employee accounts must be held with an approved broker;

if 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 collaborate in‑person each week. 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.

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.