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 prospectiv...