USCIS

• Identify, generate, and qualify new business leads • Support the business in planning and delivering on targets • Grow the level of funds under management by developing new and existing relationships • Assist in preparation of presentation materials and deliver them internally and externally • Schedule, prepare, and deliver training sessions with intermediary clients • Ensure delivery of proposals and marketing documents to prospective clients • Monitor and understand the position of competitors and market trends • Build trusted and credible relationships with other teams to exceed client expectations • Adhere to risk and compliance policies • Attendance at sales meetings

• Drive sales results with target market of financial advisors in your respective region • Establish, cultivate, and develop strong relationships with existing advisor base • Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios • Follow up on leads in tandem with your internal sales consultant • Strategically manage time to maximize sales in territory • Utilize Salesforce as a CRM to maximize penetration success • Perform special tasks as needed

• Participate in setting detailed quantified objectives and develop detailed action plans (incl. new opportunities) • Identify growth / profitability improvement opportunities and develop the relationships with customers in order to fully capture them • Ensure the development of turnover and market shares through regular visits to customers and prospects in the area, in line with the designed account plans • Introduce to the customers new products and new solutions/services • Apply the pricing policy/strategy in coordination with the segment sales director or Group KAM • Accomplish measures and report performance against assigned objectives of targeted accounts • Perform account management duties such as negotiating contracts and ensuring terms and conditions are adhered to • Partner with Regional teams to support the growth of strategic Accounts as needed • Act as a link between customers, S&T and Operations on new product development • Develop accurate forecasts of current and prospective customers • Establish and nurture relationship with assigned customers • Gather valuable information about market and competitors from customers and convey all necessary where appropriate