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

• Managing strategic accounts and identifying business opportunities • Negotiating contracts and collaborating cross-functionally to deliver value to customers • Developing and implementing regional/global sales strategies for target markets • Analyzing sales performance data and adjusting plans to achieve KPIs • Representing at trade shows, conferences, and industry events

• Responsible for the development, analysis, reporting and administration of the organization's sales compensation and commission programs. • Contributes to the design and development of sales compensation and commission plans that support the organization's sales positions. This includes update to sales compensation and commission collateral. • Responsible for maintaining and updating sales compensation and/or commission program applications, systems, and/or databases. • Follows corporate audit guidelines to ensure accuracy and efficiency in the processing of system hierarchy and/or commission changes and preparation of commission and/or compensation statements and files. • Monitors the sales compensation and commission payout processes, ensuring that calculations are correct, and payments are submitted for processing within specified timelines. • Acts as a liaison between the company and customer to respond to inquiries and resolve issues related to sales compensation and commissions • Performs complex data modeling to analyze the design and effectiveness of current sales compensation and commission programs, identify trends, patterns and opportunities for improvement. • Present information to stakeholders at all levels of the organization. • Analyzes data to prepare and distribute reports on commissions, bonuses, sales compensation, and Form 5500 Schedule A information, including financial accruals • Ensures documentation and procedures are updated and maintained. • Responsible for providing onboarding training to new employees and delivers training to communicate and explain sales compensation and commission programs. • Ensures that all compensation-related activities are in compliance with applicable regulations and standards • Participates in various sales compensation and commission related projects • Performs other related duties and responsibilities as assigned

• Lead the regional sales strategy for BSI’s Core Training services in Southern Europe • Drive revenue growth and expand market presence • Develop a high-performing, client-focused sales team • Collaborate with Marketing, Operations, and Sales teams • Maintain strong knowledge of assurance services and market trends • Develop and execute a comprehensive regional sales strategy • Ensure effective use of Salesforce for pipeline management and forecasting