Are you a driven and ambitious professional looking for a job in australia to make a meaningful impact in the finance industry? Morningstar, a globally recognized investment research company, is inviting talented individuals to join its Wealth group. As a Business Development Manager based in Sydney, you will play a pivotal role in expanding Morningstar’s managed portfolio solutions to financial advisers across Australia.
Morningstar: Empowering Investor Success
Morningstar is more than a company; it’s a community of over 12,000 colleagues across 29 offices worldwide. Driven by a mission to empower investor success, Morningstar values a people-centric approach and fosters an entrepreneurial spirit guided by uncompromising ethics. Your contributions at Morningstar matter, and you’ll have the opportunity to drive change, cultivate personal and professional growth, and build a career that truly matters.
The Wealth Group: Guided by Principles
The Wealth group at Morningstar is a global team that adheres to Morningstar’s investment principles. Their vision is to delight financial advisers by aligning entirely with Morningstar’s mission, values, and principles. The group focuses on managing portfolios to help investors reach their financial goals, setting the standard for trusted business partnerships.
The Opportunity: Business Development Manager
Morningstar has a compelling opportunity for a Business Development Manager to join its growing inside sales team in Sydney. This role is centered around the business development of Morningstar’s managed portfolio solutions to financial advisers. The successful candidate will be a self-starter with a proven track record in identifying, prospecting, and qualifying leads generated from outbound marketing efforts. Key responsibilities include converting sales pipeline generated through digital marketing initiatives and upselling Morningstar managed portfolios to financial advisers.
Key Responsibilities:
- Identify, prospect, qualify, secure, and win new advisers to recommend Morningstar managed portfolios for this job in australia.
- Upsell to advisers who have already entrusted segments of their clients to Morningstar managed portfolios.
- Maintain a strong knowledge of Morningstar managed portfolio solutions and their benefits for this job in australia.
- Collect and analyze data pertinent to advisers’ businesses to determine problems to solve.
- Use a consultative approach to understand adviser and practice needs and present compelling solutions.
- Make outbound calls and conduct zoom meetings with qualified advisers for this job in australia.
- Achieve required sales activity metrics and complete the sales process in Salesforce.
- Perform other duties as necessary.
Qualifications and Requirements:
- Bachelor’s degree or equivalent qualification. Additional education and accreditation valued for this job in australia.
- At least 3 years of professional work experience in business development or serving financial advisers.
- Results-driven with excellent attention to detail and the ability to prioritize in a fast-paced environment.
- Strong work ethic, self-motivated, and results-driven for this job in australia.
- Ability to work autonomously and collaboratively in a team environment.
- Excellent and professional communicator, both oral and written for this job in australia.
- Interest in investments and the financial advice industry.
- RG146 certified or ability to attain certification in the first 12 months for this job in australia.
Build a Career that Matters at Morningstar
At Morningstar, diversity is celebrated, and unique perspectives are encouraged to create great products and services for clients. Acknowledged with Best Places to Work certifications globally, Morningstar deeply values a diverse employee base as essential to its intellectual vibrancy, employee experience, and business success.
If you’re a proactive and results-oriented individual seeking a dynamic role in the finance industry, Morningstar’s Business Development Manager position might be the perfect fit for you. Apply now to unlock a career where your contributions truly matter. Morningstar is an equal opportunity employer.
Note: The preferred candidate will be subject to background screening, and personal and related investments will be required to be disclosed confidentially to the Compliance team if an offer is accepted.
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