Senior Vice President, Advisory Segment
vor 1 Monat
- Driving new business and account management for large, multi-segment accounts in the Broker and Wealth segment.
- Identifying, building, and maintaining key senior management relationships with new and existing clients.
- Use strategic and consultative selling techniques, plus knowledge of the business and potential solutions, to meet client objectives and deliver value.
- Embrace urgency and accountability.
- Ability and willingness to prospect and proactively develop solutions.
- Deliver thought leadership and client events for the purpose of building Morningstar's profile in the market.
- Building collaborative partnership relationships with service providers across the financial services ecosystem, including other specialist service providers, to create new opportunities for Morningstar.
- Balance sales activities across assigned segment to build, progress, and close in-quarter opportunities while building and developing out-quarter pipeline as well with both new prospects and existing clients.
- Develop strong internal relationships across product, solutions, operations and senior management, and sales colleagues. This includes being a leader and active participant in internal meetings, willing to share insights gained experience and client interactions to help the entire client facing team.
- Coordinate and prepare for client meetings, including meeting preparation, agendas and meeting materials, and follow through with the client.
- Meet other sales metrics as required, such as forecasting, sales activity, etc. in accordance with Morningstar sales methodology and best practices.
- Your duties and responsibilities require you, amongst other things, to make yourself available to perform work outside of your regular working hours (including in respect of different time zones).
- Driving new business and account management for large, multi-segment accounts in the Broker and Wealth segment.
- Identifying, building, and maintaining key senior management relationships with new and existing clients.
- Use strategic and consultative selling techniques, plus knowledge of the business and potential solutions, to meet client objectives and deliver value.
- Embrace urgency and accountability.
- Ability and willingness to prospect and proactively develop solutions.
- Deliver thought leadership and client events for the purpose of building Morningstar's profile in the market.
- Building collaborative partnership relationships with service providers across the financial services ecosystem, including other specialist service providers, to create new opportunities for Morningstar.
- Balance sales activities across assigned segment to build, progress, and close in-quarter opportunities while building and developing out-quarter pipeline as well with both new prospects and existing clients.
- Develop strong internal relationships across product, solutions, operations and senior management, and sales colleagues. This includes being a leader and active participant in internal meetings, willing to share insights gained experience and client interactions to help the entire client facing team.
- Coordinate and prepare for client meetings, including meeting preparation, agendas and meeting materials, and follow through with the client.
- Meet other sales metrics as required, such as forecasting, sales activity, etc. in accordance with Morningstar sales methodology and best practices.
- Your duties and responsibilities require you, amongst other things, to make yourself available to perform work outside of your regular working hours (including in respect of different time zones).
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week in office. 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.
Morningstar is an equal opportunity employer.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
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