Hybrid Investment Sales Leader – North East UK

Company: Morningstar
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Job Description:

Morningstar is seeking a senior sales professional to grow funds under management with financial advice and wealth management clients in the North East of England. You will build consultative, trust-based relationships and conduct meetings, both in person and remotely, to promote Morningstar’s portfolios and services.

The role emphasizes a proven investment/platform sales track record, excellent relationship skills, and the ability to work in a fast-paced, hybrid environment with a strong focus

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Posted: August 30th, 2026