Job Title

Investment Sales Executive page is loadedInvestment Sales ExecutiveApply locations Sydney time type Full time posted on Posted Yesterday job requisition id REQ-051336At Morningstar, your contributions have meaning and can drive change. Our mission is to empower investor success. With operations in 29 countries, weve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do.The Group :The Investment Management group is a global team guided by Morningstars investment principles in managing portfolios to help investors reach their financial goals. Our vision is to delight financial advisers that align entirely with our mission, values, and principles, helping their clients reach terrific outcomes. These financial advisers partner completely with our business. Together, we change the way advisers think about working with an investment manager, and we set the standard for the trusted business partner.Responsibilities:Leading the service delivery for the investment pillar of our value proposition to upsell advice practices we serve in New South Wales to achieve retention and share of wallet AUM goals.To recruit and win new advisers and practices in New South Wales to entrust their clients assets to our managed portfolio solutions to achieve netflow goals.Removing any potential barriers preventing advisers utilising our managed portfolio solutions and achieve philosophical alignment with our global best practice investment approach.Onboarding and serving advisers to write new netflows by solving any investment and behavioural challenges when entrusting their clients wealth to our managed portfolio solutions.Following a solutions-based and consultative approach, you will build an understanding of the advisers investment needs across all their client segments by collecting pertinent discovery data to identify and close solution structuring opportunities.Prepare and present compelling investment solution proposals to gain adviser commitment to recommend our managed portfolios to their end clients. Including model comparisons, core satellite and competitor analysis on current and proposed strategies.Influencing, persuading and educating advisers by presenting a playbook of how to incorporate our managed portfolio solutions across client segments to help their clients achieve their financial goals.Represent the investment management team in external client speaking engagements, marketing and educational sessions. Including investment and behavioural coaching videos, webinars, forums and licensee conferences.You will act as the voice of the adviser as we continue to enhance our investment and behavioural coaching services. Including best practice digital tools, portfolios comparison and reporting templates to ensure adviser success.Provide input on product development and play a key role in the go to market launch to advisers on new managed portfolio solutions to maximise netflow success together with new business and account managers.Regular writing of managed portfolio communication to support adviser engagement with their clients and practice optimisation collateral produced for investment solutions.Ongoing adviser and licensee meeting preparation, presentations and investment query responses regarding our managed portfolio solutions and investment approach.Quarterly investment collateral development and presentation to advice practices on key investment themes, performance and trade updates for our managed portfolio solutions.Work collaboratively to build strong internal relationships with the investment management, marketing and product teams to execute and achieve your agreed business development goals.Demonstrate completion of investments related business development activity in Salesforce in a timely and accurate manner.Develop and complete quarterly objectives and key activity results metrics to achieve business development goals in investments in each quarter end.Perform other duties as necessary.What wed expect youd have on day 1:Qualifications & experience required:A bachelors degree, and advanced degree and/or a CFA designation is preferredGreater than 7 years of industry experience is preferred in investments and serving financial advisers and practices.An evidenced track record in investments business development serving financial advisers and successfully converting these relationships to revenue.Strong investment background, including principles of asset allocation, portfolio construction and manager analysis.Demonstrated experience, understanding and proficiency to communicate investment and behavioural finance concepts in their application to financial advice.Extensive knowledge of financial markets.An ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.Excellent presentation, public speaking and written communication skills. Including the ability to listen effectively, present a compelling solution to adviser and practice needs and objections.Strong work ethic to deliver client centric service to financial advice practices.RG146 Certification.Human skills:A team players attitude with a high threshold for quality, a drive to succeed and results driven focus.Strong attention to detail and commitment to accuracy.Strong motivation, tenacity, planning and time-management skills are essential.The ability to listen effectively and have a natural curiosity to learn about others and their needs.Hands-on, organised individuals who meet deadlines and get the job doneEmpathy and the maturity to own and learn from challenges.A proactive approach and can-do attitude to solving problems.Proven ability to work autonomously and in a collaborative team environment to achieve goals.Other things that would be useful to have, but not necessary:Experience using Tableau and Salesforce (or similar).Please attach a resume and cover letter to your online application.Morningstar is an equal opportunity employer.*No recruitment agencies, please*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.Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, weve found that were at our best when were 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, youll have tools and resources to engage meaningfully with your global colleagues.704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal EntityAbout UsHow to Apply for a Job at MorningstarStep 1When you find a position you''re interested in, click the ''Apply'' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.Step 2You will receive an email notification to confirm that we''ve received your application.Step 3If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you''re a good fit for Morningstar and we''re a good fit for you, we''ll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.Applicants With Disabilities Who Need AccommodationMorningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information.Please note:We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.Please be sure to include the title and location of the open position youre interested in when you leave a message.US Applicants: Morningstar is an E-Verify program participant.Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct. #J-18808-Ljbffr