Index Data Sales Director

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Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar’s Index business. The Index business is responsible for the creation and distribution of Morningstar’s Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client’s investment needs.

Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar’s suite of Index data products and collaborate with Index Customer Success and Product teams to find optimal solutions. This role requires approximately 25% travel and will be based in Chicago or New York.

• Exceed revenue targets.
• Forecast and proactively uncover short‑term and long‑term strategic sales opportunities with clients and prospects.
• Collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities.
• Document activities in the CRM system.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Establish and build key client relationships individually and in collaboration with the Strategic Account Sales team.

• At least five years of sales and account management experience in the index industry.
• Proven track record of exceeding prior annual sales targets.
• Ability to build long‑term client relationships with executive and senior leadership within an assigned book of business through a hands‑on, collaborative, organized approach.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment concepts across active and passive investment products.

• A bachelor’s degree required; MBA or CFA a plus.

$185,000–$220,000

60% of base salary

Morningstar supports wellness through a wide range of programs that support all stages of your personal and professional life.

• Financial Health
  • 75% 401k match up to 7%
  • Company provided life insurance – 1x salary + commission
  • Stock Ownership Potential
• 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 annual
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • 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 together regularly. In most 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.