Asset Owner Sales Director

Overview

As Asset Owner Sales Director, you will drive adoption of Morningstar Indexes among asset owners and consultants. You will build strategic plans, cultivate executive relationships, and translate investment concepts into compelling value propositions. You’ll collaborate with research, data, and partner teams to align offerings with market needs, while coordinating events and speaking opportunities. This role combines strategic leadership with hands-on relationship building to scale our index business in Europe.

Pay / Benefits

• hybrid work environment
• 4 days in-office in most locations
• travel opportunity
• flexible benefits to support changing needs
• tools and resources to engage with global colleagues

Responsibilities

• Develop an asset owner and consultant business plan to position Morningstar Indexes as a benchmark of choice
• Build and maintain relationships with asset owner influencers through programs that raise awareness and adoption
• Generate demand by securing investment mandates via asset owners or consultant relationships
• Analyze competitive landscape and effectively present Morningstar Indexes’ value
• Collaborate with Research & Data, Sustainalytics, PitchBook, and other teams to align strategies
• Coordinate events connecting asset owners with Morningstar Indexes and subject matter experts
• Represent Morningstar Indexes at asset owner events and conferences, selecting relevant opportunities

Key requirements

• Minimum five years’ experience in institutional sales and account management in the investment index industry
• Proven track record of exceeding sales or mandate targets
• Knowledge of asset owner investment processes and decision-making, plus competitive landscape
• Ability to build long-term relationships with senior leaders through a collaborative approach
• Understanding of institutional distribution networks and influence channels
• Excellent verbal and written communication, capable of delivering persuasive presentations
• Ability to understand and explain complex investment concepts
• Travel approximately 25–50%

• strong relationship-building
• executive communication
• persuasive presentation
• knowledge of investment indexes and asset owner decision processes
• familiarity with institutional distribution networks
• experience presenting complex investment concepts

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