Platform Partnerships Specialist

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.

The Group

On our Enterprise Partnerships team at Morningstar, you will gain perspective across the broad universe of WealthTech. This broad exposure, unique to Morningstar's Partnerships team, offers an unparalleled opportunity to understand and engage with multiple facets of the wealth management industry. The Partnerships team is growing quickly and can serve as a launchpad to accelerate your sales career at Morningstar, and for those dedicated to exceeding expectations, Sales career paths at Morningstar are endless. We are excited to hear from you if you are hungry, smart, persistent, and a great teammate!

The Role

Morningstar's Enterprise Partnerships group is seeking a Platform Partnerships Specialist to join our team in Chicago. This new hire will play a pivotal role in driving commercial growth across our partnerships. You will leverage various contact methods to become the first point of contact for many of our new financial advisor introductions to partners; qualifying prospects and generating new opportunities for our partners. This role requires an individual who thrives in a fast-paced environment, is intellectually curious, and can thrive under the pressure of quotas.

An Ideal Candidate Will Have The Following Qualities

• Positive, goal-oriented individuals with stellar communication skills and the ability to motivate both individually and within a team.
• Self-starters able to thrive in a hyper-growth environment, with a proven ability to handle adversity and navigate complex professional situations.
• Energetic professionals with an interest in social sales engagement through platforms like LinkedIn.
• Eager learners with a strong interest in the financial industry, able to think on their feet when working with financial professionals and executives.
• Strong negotiators who can effectively manage lead flow, displaying both a team-oriented mindset and entrepreneurial spirit.
  
  

Responsibilities

• Drive our independent advisor sales engine by qualifying prospects and generating opportunities to support the sales teams.
• Social media outreach to engage advisors
• Cold calling both warm and cold leads to generate the pipeline necessary for our commercial leader's success.
• Work efficiently to exceed meeting quotas, while diligently documenting client communications and profiling information in CRM to expedite business acquisition.
• Utilize a creative and investigative approach to identify new prospects, crafting tailored outreach frameworks based on their role and market segment.
• Act as a persuasive consultant, showcasing the value of our data and software to meet prospective client needs.
• Work closely with success, sales, product, and marketing teams.
  
  

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Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least 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.