More jobs:
Regional Sales Director, Financial Advisor Platforms
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-01
Listing for:
Morningstar Credit Ratings, LLC
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Morningstar Wealth, part of the Morningstar group, seeks a Regional Sales Director to drive adoption of Morningstar Platform and Managed Portfolios among financial advisors in the Pacific Northwest. The role covers California, Seattle, and Arizona, promoting a broad suite of investment solutions.
You will build and nurture advisor relationships, conduct group and one-on-one meetings, and leverage Salesforce to maximize territory penetration in a hybrid work environment.
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