Become the Vice President of Institutional Sales with Morningstar in Toronto, specializing in client engagement and product adoption. Enhance institutional workflows using Morningstar Direct.
In this senior sales role, you will lead client interactions while driving the growth of Morningstar's flagship institutional product. Your focus will be on both prospecting for current clients and collaborating with the Business Development team to expand existing accounts. The position requires a passion for finance and exceptional communication skills.
Key Responsibilities:
• Exceed growth targets by acquiring recent business
• Identify client needs and collaborate on solutions
• Build and maintain relationships with key stakeholders
• Conduct product demonstrations and training sessions
• Manage detailed pipeline activity in Salesforce
Requirements:
• 5+ years in business development in finance
• Strong experience in senior client-facing roles
• Excellent negotiation and organizational skills
• University degree and CFA preferred
• Ability to work in a team-based setting
Leverage your expertise in sales and finance at Morningstar to drive institutional success.
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