Regional Sales Director

Overview

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.

The Role:

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 can live 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 the 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 designation.

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 + commission.
• Physical Health – comprehensive health benefits (medical/dental/vision) including potential premium discounts and company‑provided HSA contributions (up to $500‑$2,000 annually) for specific plans and coverages.
• Additional medical wellness incentives – up to $300‑$600 annually.
• Company‑provided long‑ 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 & formal mentorship opportunities.
• Annual flex stipend – $1,000 annually to cover personal education & well‑being expenses.
• Tuition reimbursement.
• Social health – charitable matching gifts program.
• Dollars for Doers volunteer program.
• Paid volunteering days – 15+.
• Employee resource & affinity groups.

Morningstar's hybrid work environment gives you the opportunity to collaborate in‑person each week as we find that we are at our best when we are purposely together on a regular basis. In most of our locations, our hybrid work model is four days in‑office each week.

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  or email  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.

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.