Morningstar

Associate Director of Sales, Research Data Products

Morningstar • $135K — $160K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years' experience in market data, index data, financial analytics, or adjacent data products.
  • Direct experience selling financial data, analytics, or market data to institutional clients.
  • Demonstrated success closing new business and expansion deals in a quota-carrying role.
  • Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
  • Strong consultative selling skills with the ability to translate client needs into commercial opportunities.

Responsibilities

  • Own and grow a commercial book of business across asset managers, hedge funds, and banks.
  • Meet and exceed revenue targets through new sales and expansion opportunities.
  • Identify and qualify short-term opportunities and long-term strategic partnerships.
  • Lead consultative sales conversations about data usage and licensing.
  • Collaborate with various teams to create optimal commercial solutions.
  • Understand client workflows and their data needs for trading and analytics.
  • Deliver product demonstrations and articulate the value of datasets.

Benefits

  • Hybrid work model allowing in-person collaboration.
  • Resources and tools to engage with global colleagues.
  • Flexible benefits to adapt to changing needs.
Full Job Description
Collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.

Responsibilities
  • Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
  • Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.
  • Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
  • Lead consultative sales conversations around data usage, licensing scope, and value intensity.
  • Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.
  • Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.
  • Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.
  • Maintain accurate pipeline management, forecasting, and activity tracking in CRM.
  • Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.


What You Will Bring
  • Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
  • Demonstrated success closing new business and expansion deals in a quota-carrying role.
  • Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.
  • Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
  • Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.
  • Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
  • Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.
  • Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.


Requirements
  • Bachelor's degree required.
  • 5+ years' experience in market data, index data, financial analytics, or adjacent data products.
  • Willingness to travel up to 30%.


Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

001_MstarInc Morningstar Inc. Legal Entity

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Finance & Insurance
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ
MORN
* Ladders Estimates

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