The Wealth Business Development Manager identifies new business opportunities, builds relationships with clients, and grows funds under management while adhering to compliance policies.
Wealth Business Development Manager - Midlands
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role: As our Wealth Business Development Manager for the Midlands region, you'll be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
You will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely to increase awareness of the business, its products and services and to develop cross-selling opportunities
What You'll Do
Who You Are
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role: As our Wealth Business Development Manager for the Midlands region, you'll be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
You will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely to increase awareness of the business, its products and services and to develop cross-selling opportunities
What You'll Do
- Identify, generate and qualify new business leads.
- Support the business in planning and delivering on targets.
- Grow the level of funds under management by developing new and existing relationships.
- Assist in preparation of presentation materials and deliver them internally and externally.
- Schedule, prepare and deliver training sessions with intermediary clients.
- Ensure delivery of proposals and marketing documents to prospective clients.
- Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business.
- Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations.
- Ensuring the integrity and culture of our firm by adhering to risk and compliance policies.
- Attendance at sales meetings.
Who You Are
- Extensive experience in UK Financial Services Sector.
- Proven track record of investment/platform sales.
- Excellent relationship management skills.
- Confident telephone manner.
- Excellent team player who can communicate effectively.
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
Top Skills
Financial Advising
Investment Management
Portfolio Management
Sales Tools
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