Senior Sales Executive

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.

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

• Self‑starter & Quick Learner: thrive in a fast‑paced, ever‑changing environment and are driven to exceed expectations.
• Strong networking skills: build meaningful relationships and leverage them to create new business opportunities.
• Client‑centric approach: highly organized and passionate about cultivating long‑term, successful client partnerships.
• Leadership & Vision: excel 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: excel in high‑performance environments and can work autonomously when needed.
• Charismatic & influential: 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.

• Degree or equivalent with a financial or analytical discipline preferred.
• 3‑5 years of selling financial data solutions, ideally from a provider such as Factset, FE Fundinfo, ICE Data Services or LSEG.
• Experience 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 and hands‑on, organized individual who can build long‑term client relationships.
• Strong leadership, long‑range planning, and time‑management skills essential.
• Excellent verbal, written communication abilities and the ability to deliver professional and persuasive presentations.
• Comfortable working in a high‑performance team environment and can work independently with limited oversight.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards, extreme attention to detail.

• Base salary compensation range: GBP 79,000–115,000.
• Commission target: 66.67% annual, may vary by up to ±15% depending on final plan design and business factors.
• Hybrid work environment: four days in‑office each week, with flexibility as needs change.
• Access to tools and resources to engage meaningfully with global colleagues.

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.