WHAT WE’D EXPECT YOU’D HAVE ON DAY 1:

• A bachelor’s degree.
• A minimum of 7 years’ experience in a business development role that strategically leads financial adviser accounts to grow revenue.
• An evidenced track record of solution selling as the trusted business partner to financial advisers, successfully converting these relationships to revenue.
• Strong work ethic to deliver client centric service and an existing professional reputation with financial advisers in the industry.
• Results-driven with excellent attention to detail, including an ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.
• Proven ability to work autonomously and in a collaborative team environment to achieve goals.
• Excellent written, oral and presentation communication skills.
• Strong understanding of financial advice workflow, practice management and the current financial advice landscape.
• Demonstrated experience and knowledge of how to improve efficiencies and processes in advice businesses. Including the ability to listen effectively, present a compelling solution to advice business stakeholder needs and objections.
• RG146 Certification.
• A team player’s attitude with a high threshold for quality and result focused.
• Strong motivation, tenacity, planning and time-management skills are essential.
• Hands-on, organised individuals who meet deadlines with good attention to detail.
• Empathy and the maturity to own and learn from challenges.
• A proactive approach and can-do attitude to solving problems.
• A drive to succeed, and exceptional collaboration skills.
  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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.
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• Strategically lead the delivery of ongoing service to your assigned panel of key financial adviser accounts in New South Wales and meet our targeted net flow goals.
• Work alongside advisers, practice owners and their operational teams to assist them in achieving their business goals through removing friction, streamlining processes, and accelerating their delivery of holistic advice solutions through partnering with Morningstar.
• You will collect and analyse data pertinent to these advice businesses through a high level of practice engagement and a solutions-based approach to business development. You will assist these businesses through solutions that incorporate Morningstar’s managed portfolio solutions and enable advice businesses to achieve their goals of delivering great advice and running profitable small businesses.
• You will work collaboratively to build strong internal relationships with the investment, marketing and business development specialists to drive the execution of our business plan for each financial adviser practice on your panel to achieve your assigned net flow goals.
• You will act as the voice of the adviser as we continue to enhance our service pillars including investment, behavioural coaching and practice optimisation services. Including building collateral to ensure adviser success and reduce friction in the advice workflow.
• Prepare and present proposals to gain strategic buy in from all stakeholders in the advice business that you serve in New South Wales to help them optimise their practice, including end client investment strategy comparison analysis.
• Demonstrate completion of the agreed ongoing service requirements in Salesforce in a timely and accurate manner for the advice businesses you serve in New South Wales.
• Win, onboard and serve new businesses contracted to Morningstar to grow our share of wallet with your assigned panel.
• Cultivate and maintain strong relationships with all stakeholders in the advice businesses partnering with Morningstar by delivering excellent service to all stakeholders to achieve their strategic goals and grow AUM.
• Develop and implement proactive quarterly objectives and key results (OKR’s) and annual business development plans from a bottom up perspective for each advice business in you serve in New South Wales to achieve your AUM goal.
• Meet and demonstrate required business development metrics such as calls, meetings, webinars, and targeted contacts to your panel of key financial advisory accounts in New South Wales.
• Perform other duties as necessary.