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Form of work Are you an ambitious self-starter with strong expertise in investments and business development? This could be the opportunity that you are looking for.
Welcome to Morningstar. We are a global investment research and financial services firm that offers a wide array of services and products. Morningstar educates and equips investors and other financial professionals to make informed decisions on investments and in business.
At Morningstar, your contributions have meaning and can drive change. Across our 10,000 colleagues and 29 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 35 years.
The opportunity: We have a new opening for an experienced investments business development professional to join our growing go to market team serving advisers and practices in NSW. Working alongside the account managers and new business managers, the Investment Specialist will follow a solutions-based business development approach to leverage our intellectual capital and managed portfolio solutions to deliver investment solutions for advisers across all their end client segments to help them serve more clients, better. In doing so, the adviser entrusts their clients’ assets to Morningstar as their investment partner to help them achieve their financial goals.
The successful candidate will be an ambitious self-starter with strong expertise in investments and business development. They will have an evidenced track record of successfully converting their investment proficiency into revenue by retaining and growing AUM with financial advisers.
Day to day could see you being involved in the following
Leading the service delivery for the investment pillar of our value proposition to advice practices we serve in NSW to retain their AUM and achieve investment netflow goals to grow share of wallet AUM goals.
Working alongside the new business managers to win new advisers and practices in NSW to entrust their clients’ assets to our managed account investment solutions.
Onboarding and serving advisers to achieve their new investment value proposition in a friction free manner by solving any investment and behavioural challenges when entrusting their clients’ wealth to our managed account investment solutions.
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.
We’re interested in hearing from people who have
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.
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.
A bachelor’s degree, and advanced degree and/or a CFA designation is preferred
RG146 Certification.
Build a career that matters at Morningstar
At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.
We foster an open, inclusive and flexible work environment that empowers employees to manage their responsibilities independently. Talk to us about what you need.
Sound like the sort of role for you? Apply now.
The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider. Morningstar is an equal opportunity employer
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially 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.
