VP, Business Development, CPMS at Morningstar in Toronto, ON

The Role: Morningstar Research Inc. is the leading financial information and services provider in Canada. We are looking for a senior business development to join our team as a VP, Business Development for the CPMS line of products. This position will provide world-class service to subscribers and prospective customers of CPMS including asset managers, pension funds, investment consultants, brokerage firms and investment advisors. This position is based in Toronto.

Responsibilities:

• Learn how to effectively use and demonstrate the CPMS Software

• Leverage their in-depth knowledge of quantitative analysis techniques and tools used in the equity market to facilitate sales growth initiatives

• Develop and maintain an assigned territory; including growth strategies that will ensure achievement of sales and revenue goals

• Participate in developing regular market review and analysis reports for clients

• Develop key relationships with clients and prospects through proactively uncovering their business needs and challenges and presenting recommendations on how our solution offerings fit into their overall goal and strategies

• Develop sales campaigns within the assigned territory that will ensure a healthy sales pipeline of potential clientele

• Manage existing client relationships with the objective of exceeding client retention goals

• Increase the penetration of existing solutions within accounts, and build long terms partnerships within these accounts

• Meet and exceed revenue goals by selling CPMS Institutional offerings

• Demonstrate attitude of teamwork and relationship building within, and outside the company

• Maintain and prepare sales documentation and presentations

Requirements:

• A passionate interest in the financial services industry

• A proven track record of sales success with a minimum of 5 years experience in an outside sales role

• Experience in sales of Institutional Software, Institutional Investment Consulting, and/or Asset Manager Services

• Experience in investment research, analytics and/or portfolio management would be an asset for this role

• A min of 5 years of customer-facing experience at senior levels within the financial marketplace, including selling data, software, and/or other licensed solutions

• A proven track record of acquiring new business, and successful account management

• University degree in related field, ideally a CFA or other related industry designations.

• Outstanding relationship building and management skills

• Outstanding negotiating, communication, organization and presentation skills

• Ability to plan account specific strategies and execute on them

• Ability to work closely with Product Management and Marketing teams.

What you should expect:

• An exciting fast paced work environment within a growth company

• A challenging, exciting, thriving company that focuses on long lasting client relationships

• A business that holds professionalism, integrity and solid business ethics with the highest regard

• An unlimited amount of opportunity for the right candidate