Morningstar

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. The Role: Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we’d like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions. Responsibilities: - 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. Qualifications: - Minimum of 4 years related industry experience. - Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. - Strong ability to understand and evaluate a financial advisor's practice. - Ability to work independently as well as in concert with an internal sales counterpart. - Strong interest and ability to explain portfolio management concepts. - Ability to work in a team environment and own issues as they arise. - Nice to have: CFP or other Designations Total Cash Compensation: $260,100 – $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups 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 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. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. The Role: Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we’d like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions. Responsibilities: - 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. Qualifications: - Minimum of 4 years related industry experience. - Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. - Strong ability to understand and evaluate a financial advisor's practice. - Ability to work independently as well as in concert with an internal sales counterpart. - Strong interest and ability to explain portfolio management concepts. - Ability to work in a team environment and own issues as they arise. - Nice to have: CFP or other Designations Total Cash Compensation: $260,100 – $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups 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.

About Morningstar Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions. The Role: You will be a key member of the sales team with a focus on developing new business opportunities in the North East of England with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform. Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities. Responsibilities - 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 our competitors and trends of the market to help to strategically develop our business. - Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations. - Ensuring the integrity and culture of our firm by adhering to risk and compliance policies. - Attendance at sales meetings. Requirements - Proven track record of investment/platform sales. - Confident telephone manner. - Excellent relationship management skills. - Must be organised and have good attention to detail. - Excellent team player who can communicate effectively. - Min 10 years’ experience in UK Financial Services Sector. - Possesses strong IT skills (excel, CRM systems). - Highly passionate, proactive, hands on and hardworking. - Used to working in a fast paced, dynamic environment and able to adapt to change. - Ability to work and deliver to tight deadlines. Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Base Salary Compensation RangeGBP 57,000.00-84,333.33Commission Target: 75% Annual This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors. 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. U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. The Role: Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we'd like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions. Responsibilities: - 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. Qualifications: - Minimum of 4 years related industry experience. - Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. - Strong ability to understand and evaluate a financial advisor's practice. - Ability to work independently as well as in concert with an internal sales counterpart. - Strong interest and ability to explain portfolio management concepts. - Ability to work in a team environment and own issues as they arise. - Nice to have: CFP or other Designations Total Cash Compensation: $260,100 - $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups 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.

About Morningstar Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions. The Role: You will be a key member of the sales team with a focus on developing new business opportunities in the North East of England with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform. Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities. Responsibilities - 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 our competitors and trends of the market to help to strategically develop our business. - Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations. - Ensuring the integrity and culture of our firm by adhering to risk and compliance policies. - Attendance at sales meetings. Requirements - Proven track record of investment/platform sales. - Confident telephone manner. - Excellent relationship management skills. - Must be organised and have good attention to detail. - Excellent team player who can communicate effectively. - Min 10 years' experience in UK Financial Services Sector. - Possesses strong IT skills (excel, CRM systems). - Highly passionate, proactive, hands on and hardworking. - Used to working in a fast paced, dynamic environment and able to adapt to change. - Ability to work and deliver to tight deadlines. Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Base Salary Compensation Range GBP 57.000,00-84.333,33 Commission Target: 75% Annual This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors. 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. U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity

Assist analysts by troubleshooting workflow issues and verifying data accuracy. Manage web content and publish various documents while ensuring timely responses to requests and maintaining relationships with stakeholders.

Job Title: Global Process Owner Location: Chicago, IL Job Description: Job Duties: As the Global Process Owner, Talent & Culture, you will be responsible for developing and implementing the vision, mission, governance and functional strategy for Morningstar's Talent & Culture processes, with an initial focus on driving global consistency with key processes and expanding Global Shared Services work. This role will drive effective documentation, governance controls, and technology use for key processes in Talent & Culture in addition to leading, supporting, and advising on the successful execution of key transformation and automation of operations programs and processes. This role is a close partner of the Global Operations team to drive operational success and deliver consistent experience across T&C. Develop and translate strategy into operational goals, objectives, and process transformation roadmap. Drive global deployment and adoption of Talent & Culture business processes with regional and local customization as needed. Develop standards that are consistently implemented by the operations team. Prioritize, design and communicate the global strategy for each end-to-end business process. Work closely with Global Operations team leader in execution plan of designed processes. Establish key service level agreements (SLAs) and metrics in partnership with Regional Leaders and Global Shared Services team. Build and foster a team to facilitate the execution of the global Talent & Culture business process strategies. Partner with Talent & Culture leaders to establish best in class strategy and practices for delivering employee programs. Collaborate with other functions, upstream and downstream, to align and leverage cross-process opportunities with a focus on enhancing effectiveness and efficiency. Act as a key stakeholder to foster an employee centric culture; continuously monitor the needs of the business. Remote work requests will be considered consistent with company policy. Job Requirements: This position requires Bachelor's degree in Human Resources Management, Business Management, Public Management, Operations Management, Business Analytics, or related field, or foreign equivalent and 5 years of relevant human resources experience in Global Leader, Talent Acquisition Programs, HR Operations & GSS Manager, HR Business Partner or related position required. This position requires Project Management Professional certification. This position also requires 5 years of experience with mentoring and coaching; 5 years of experience in HR data driven works by using PowerBI or TableAU; 5 years of experience in Workday admin, reports, security, and power user experience; 5 years of experience in project management and managing cross-locations projects; 5 years of experience in process governance & enhancement for multi-locations project; 5 years of experience in knowledge management in Confluence and Service Now; 3 years of experience in using Asana as project management board; 3 years of experience in employee service platform implementation in Service Now; 3 years of experience with Microsoft PowerApps automation skill; 2 years of experience in intranet platform implementation experience; 2 years of experience in leading focus groups in business team; and experience with Excel analysis, coaching, and Macro development. Will accept any suitable combination of education, training, and experience. Must possess unrestricted right to work in the U.S. in this position Base Salary Compensation: $156,458 - $170,000 Morningstar is an equal opportunity employer. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups 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.

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. The Role: Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we'd like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions. Responsibilities: - 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. Qualifications: - Minimum of 4 years related industry experience. - Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. - Strong ability to understand and evaluate a financial advisor's practice. - Ability to work independently as well as in concert with an internal sales counterpart. - Strong interest and ability to explain portfolio management concepts. - Ability to work in a team environment and own issues as they arise. - Nice to have: CFP or other Designations Total Cash Compensation: $260,100 - $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups 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 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. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

Title: Editor, Publications Location: Chicago United States Full time job requisition id REQ-056540 Morningstar’s mission is to empower investor success. Morningstar’s Editorial team plays a crucial role in supporting this mission. We create engaging digital and print content to inform investors and help them meet their financial goals. We are looking for a strong writer and editor to join our publications team. This person will be as comfortable crunching investment data as they are reviewing final proofs for a print magazine. About the role: In this role, you will work with a cross-disciplinary team of editors, research analysts, portfolio managers, and investment specialists to support our publications and lead content development for our monthly stock- and dividends-strategy print newsletters. In this role, you will crunch investing data, master all stages of the publication-production process, edit content written by experienced portfolio managers, researchers and analysts, and write interesting stock-focused articles for subscribers. You will ensure our content is jargon-free, clearly written, and action-oriented. This position is based in our Chicago office. We follow a hybrid policy of four days onsite and one day of remote work. We’re looking for someone who will: - Curate research and produce our monthly print newsletters, Morningstar DividendInvestor and Morningstar StockInvestor. - Use automated tools to deliver data on the investing strategies featured in the two newsletters. - Produce email newsletters updating subscribers on portfolio changes and performance. - Contribute data visualizations and investment articles for the quarterly Morningstar magazine. - Pitch in when needed in the publication process of the magazine. - Write occasional articles for Morningstar.com. - Be an active editor by coaching writers and research analysts on how to best tell their stories. - Participate in story ideation and content creation efforts with coordination from the publications team. - Track and understand audience analytics to develop engaging content. Requirements: - At least five years of experience in journalism or content creation working for digital and print publications or a research-focused organization. - A strong understanding and experience writing about investing and the markets with a specific focus on stocks. - A degree in journalism, English, communications, or a related field. - Experience editing content for various formats, including print. - Superb communication skills, both verbal and written. - Demonstrated ability to work with writers, designers, and subject-matter experts. - Excellent organization and attention to detail. - Experience with AP Style. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $81,325.00 - 138,250.00 USD Annual Inclusive of annual base salary and target incentive 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. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Role: You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients (North West/North Wales Region). Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform. Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities. Responsibilities - 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 our competitors and trends of the market to help to strategically develop our business. - Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations. - Ensuring the integrity and culture of our firm by adhering to risk and compliance policies. - Attendance at sales meetings. Requirements - Visit clients at the North West Region, United Kingdom - Proven track record of investment/platform sales. - Confident telephone manner. - Excellent relationship management skills. - Must be organised and have good attention to detail. - Excellent team player who can communicate effectively. - Min 10 years' experience in UK Financial Services Sector. - Possesses strong IT skills (excel, CRM systems). - Highly passionate, proactive, hands on and hardworking. - Used to working in a fast paced, dynamic environment and able to adapt to change. - Ability to work and deliver to tight deadlines. Base Salary Compensation Range GBP 53,000.00-78,333.33 Commission Target: 75% Annual This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors. 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. P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity