Asset Owner Sales Director focused on developing index strategies in the asset owner community. Establishing relationships with pension funds, endowments, and consultants to drive index adoption.
Responsibilities
Create an asset owner and consultant business plan designed to establish Morningstar Indexes as a benchmark of choice.
Build and maintain relationships with key influencers in the asset owner community.
Generate demand for Morningstar indexes and data by securing investment mandates from asset owners, or via consultant relationships.
Understand the competitive landscape including comparing Morningstar Indexes with other indexes in key performance areas.
Collaborate with Morningstar Research & Data, Sustainalytics, PitchBook and other Morningstar teams to formulate consistent strategies.
Requirements
At least five (5) years’ experience in institutional sales and account management in the investment index industry.
Proven track record of exceeding prior annual sales or mandate targets.
Knowledge of the asset owner investment and decision-making process as well as the competitive landscape.
Ability to build long-term client relationships with executive and senior leadership within the asset owner community through a hands-on, collaborative, customized approach.
Knowledge of institutional distribution networks and influence forums (publications, events, conferences)
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts.
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