Regional Sales Director - Wealth Solutions; Pacific Northwest
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-28
Listing for:
Morningstar
Full Time
position Listed on 2026-08-28
Job specializations:
-
Sales
Business Development, Financial Sales, Outside / Field Sales
Job Description & How to Apply Below
Morningstar is seeking a Regional Sales Director to drive adoption of Morningstar Managed Portfolios among independent broker-dealers and RIAs in the Pacific Northwest. You will promote the platform and portfolios, conduct meetings, and partner with a sales consultant to maximize territory impact.
A minimum of 4 years in the industry and ability to explain portfolio concepts are required; CFP designation is a plus. The role offers a competitive total cash compensation and generous benefits.
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