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Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. As a Business Development Consultant at Morningstar Investment, you will partner with your Divisional Sales Director to expand advisory relationships and grow business across your assigned territory. This hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales — building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
Responsibilities
Own and manage a defined book of advisors with full accountability for sales activity execution, revenue contribution, and pipeline growth.
Leverage CRM as the operational backbone of the role — documenting all prospecting efforts, relationship touchpoints, pipeline stages, and follow-up commitments.
Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings — leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives
Develop and maintain deep fluency across the full managed portfolios program — including investment philosophy, portfolio construction, performance attribution, and competitive differentiation.
Deliver a consistently high standard of communication across all channels — virtual meetings, phone, and written correspondence — with the presence, preparation, and professionalism expected of a field-level representative
Partner with the Divisional Sales Director to optimize territory coverage —while independently running virtual advisor meetings that reflect the firm's brand and consultative approach
Collaborate with the Portfolio Specialist and Investment Management team on any client-facing content that requires deeper technical or portfolio-level expertise
Requirements
A bachelor's degree is required; concentration in Finance, Business, or a related field preferred
Minimum of 5+ years of financial services sales or asset management distribution experience
Proven ability to build, manage and develop a high-volume book of advisors relationships through phone and virtual engagement
Strong working knowledge of managed accounts, separately managed accounts (SMAs) and the advisory business model.
Exceptional communication skills with ability to build strong relationships across cross-function teams and colleagues.
Resilience and adaptability – comfortable operating in a fast-moving, performance-oriented environment
Series 65/Series 66 or ability to obtain within 6 months of employment.
Ability to travel up to 25% for selective in-person meetings, events, or sales meetings
Benefits
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to \$500-\$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to \$300-\$600 annual
Company-provided long- and short-term disability insurance
