Associate Director of Sales, Research Data Products

Morningstar · New York City

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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.

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