National Account Manager, Advice Software
Vor 2 Tagen
At Morningstar, your contributions have meaning and can drive change.
Our mission is to empower investor success.
Across our 27 offices worldwide, we've invested in fostering a community where talented, driven people can grow.
Our entrepreneurial spirit and uncompromising ethics guide everything we do.The Role: We have a new opening for a National Account Manager, Advice Software to join our growing team that serves financial advice licensees and intermediaries to open new access points to financial advisers.
This is a new exciting role brought about by our vision and strategic direction to be a trusted business partner to advisers to help them serve more clients, better.
The successful candidate will be an ambitious, experienced self-starter with an evidenced track record of building strategic relationships in financial advice businesses and grow revenue in advice software.
They will play a crucial role in driving revenue growth in national account licensees and licensee services groups.
They will work closely with our Morningstar Wealth sales team and have a primary focus on increasing sales of AdviserLogic with advice practices in their licensees.
The role is based in Sydney.Key ResponsibilitiesWorking alongside the Director, National Accounts to build strategic account plans for key licensees and licensee services groups to achieve Morningstar Wealth revenue goals.Stay abreast of all one-to-many engagement opportunities within key licensees to ensure we maximize each engagement opportunity by presenting the most appropriate content, correct strategic representatives from Morningstar, and executing after each event to convert to revenue.Together with the Director, National Accounts, work alongside the Director AdviserLogic Sales to implement national account plans to achieve AdviserLogic sales goals.Complete AdviserLogic sales operations and processes within licensees to drive revenue for Morningstar Wealth, including enhancing and automating sales processes for the external sellers in these licensees.Identify the ideal client profile for advice practices within licensees to improve the quality of recruiting initiatives to grow AdviserLogic demonstrations.Build account-based marketing initiatives alongside the marketing team with targeted licensees to get Morningstar Wealth products onto approved product and software lists to enable external sellers to sell.Monitor the ongoing performance of AdviserLogic within the licensee with recurring meetings and proactively engage with the Morningstar Product and Success team to achieve the strategic account plan objectives.Provide ongoing insights to national account licensees on how AdviserLogic can address the licensee's requirements by improving efficiencies, enhancing client engagement, and helping scale an advice practice.Gather a detailed understanding of the licensee's priorities and goals for their advice software solutions to advisers, including compliance, reporting, workflow efficiencies, competitor software arrangements, templates, and integrations.Identify and understand their licensee pain points and challenges related to their advice software setup and operations.Work collaboratively with the Marketing team to analyze data and insights from national accounts forums to grow revenue.
Surface data in Tableau to allow easy interpretation of data and identify and track success.Build strong internal stakeholder relationships by working collaboratively with the AdviserLogic onboarding, success, and product teams to integrate tools, collateral, and data to enhance efficiencies for advice practices.Work collaboratively with marketing to improve conversion rates of adviser recruitment in national account licensee initiatives for AdviserLogic sales and cross-selling to managed portfolios, including building scripts and collateral to enhance conversion rates.Perform other duties and responsibilities as needed from time to time.Requirements:A bachelor's degree or equivalent qualification.Hands-on, organized individuals who meet deadlines with excellent attention to detail.A strong team player with excellent communication and interpersonal skills.A proactive approach and can-do attitude to solving problems.The ability to work autonomously but also within a team environment, supporting multiple stakeholders.The ability to work in a fast-paced, dynamic, and results-driven environment.Proven ability to learn on the job and demonstrate initiative in a changing working environment.Results-driven with excellent attention to detail, including an ability to prioritize in a fast-paced environment to meet deadlines and service standards to financial advisers.Excellent written, oral, and presentation communication skills.Experience with Microsoft Office and advanced Excel skills is highly desirable.Experience of working with Salesforce and Tableau is highly desirable.Human Skills:A team player's attitude with a high threshold for quality and result-focused.Cross-team collaboration and internal stakeholder management.Strong motivation, tenacity, planning, and time-management skills are essential.Empathy and the maturity to own and learn from challenges.A proactive approach and can-do attitude to solving problems.A drive to succeed, and exceptional collaboration skills.Please attach a resume and cover letter to your online application.
Morningstar is an equal opportunity employer.#J-18808-Ljbffr
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