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.

• Oversee the day-to-day operations of the Student Ambassador Program in the APAC region. • Recruit, train, and mentor Student Ambassadors. • Work with Marketing, Sales, and Customer Success teams to align program activities. • Monitor program outcomes using established KPIs. • Ensure that program initiatives reflect the unique needs of the APAC region. • Institutional visits to support live events, meet with PSAs. • Gather and share feedback from faculty and ambassadors.

• Leverage entrepreneurial drive and a broad strategic perspective to build and grow the business. • Address business development challenges by developing and executing sound internal processes. • Assume overall responsibility for the direction of growth efforts for BeyondTrust. • Identify, develop, and lead talent within the Region. • Build the pipeline for organic growth through excellence in the planning and delivery of business development activities. • Provide timely and accurate forecasting of developing opportunities, pipeline, and revenue on a quarterly basis. • Understand how this function and team integrates into and impacts the rest of the organization. • Demonstrate strong operational knowledge of the cybersecurity channel ecosystem. • Provide critical linkage between the long-term strategic plan and near-term new business actions. • Partner with operational and functional peers to ensure effective resource use. • Direct the establishment of objectives, development of strategic plans and identification of strengths and weaknesses of business opportunities. • Provide negotiation assistance, training, and counseling.

• Client acquisition - Create new opportunities and upsell current customers. You will be responsible for the full sales cycle, from outreach to demo and closing. • Achieving sales KPIs and targets - Working towards daily, weekly and monthly targets and finalize all sales in a timely manner. • Presentation and negotiation – Prepare accurate quotes and develop and present proposals to clients in a professional and confident manner. Negotiate contracts as required, maintaining a balance between optimal service and value for the client and SiteMinder's profit margins. • CRM maintenance - Maintain accurate records of your business development activities on SiteMinder's CRM system. • Client feedback - Provide client feedback on products to the Product Team so that products can be reviewed in line with the feedback. • Partner management - Work with local industry groups and travel associations to promote SiteMinder’s products and brand. Attend key functions and events, requiring occasional travel to client locations to attend meetings with relevant managers.