Elevate client experiences as a Solution Consultant with Morningstar. This hybrid role encompasses pre-sales design and hands-on implementation to drive success across North America.
Join the Direct Platform team at Morningstar, focusing on engaging clients from initial discovery to value realization. You'll collaborate with Sales, Client Service, Product, and Technology teams to tailor scalable solutions to meet client needs. The role demands expertise in financial services and the ability to translate business requirements effectively.
Key Responsibilities:
• Partner with Sales to understand client goals and challenges • Conduct needs analysis and lead discovery sessions • Develop engaging product demonstrations and proposals • Manage end-to-end implementation from contract to go-live • Facilitate client training and technical onboarding sessions
Requirements: • Background in financial services or investment industry • Experience in client-facing roles across sales and implementation • Robust communication and presentation skills • Ability to collaborate with cross-functional teams • Bachelor's degree required; MBA or CFA preferred
Drive impactful solutions and enhance client journeys at Morningstar. #J-18808-Ljbffr