Business Development Associate

The Group: Morningstar Wealth

The Role: The Business Development Associate (BDA): Wealth, is responsible for proactively supporting business development efforts and driving the overall client experience across the Morningstar Wealth product suite via telephone based sales. The successful candidate will possess a willingness to drive business development and have experience of telephone sales. This role is based in our London office.

Responsibilities

• Create sales opportunities by contacting leads generated from our marketing activities.
• Support new business development and cross-selling efforts globally.
• Proactive telephone contact with firms and advisers across a diverse range of global client accounts.
• Promote webinars, conferences, events and other Morningstar Wealth collaterals amongst assigned accounts.
• Plan and implement strategic engagement call plan and meet activity and new business flow targets assigned.
• Identify engagement and cross-sell opportunities amongst assigned client accounts.
• Work collaboratively with sales, marketing, implementation, adviser support, operations, and product/technology teams to support business development.

Requirements

• Strong verbal communication skills.
• Previous experience in telephone sales, preferably in financial services.
• Excellent telephone manner.
• Familiarity with CRM tools – Dynamics / Salesforce.
• Effective organisational and time-management skills, excellent attention to detail and self-motivation in an independent, fast-paced work environment.
• Understanding of the financial services industry preferred.
• Strong interpersonal, teamwork and problem-solving skills.
• 2-5 years’ experience.

Hybrid Work

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.

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.