Asset Owner Sales Director

Morningstar Open · verified Sep 21, 2026

2 Locations Full-time Director Sales Leadership

At a glance

Leadership Sales Leadership role at Morningstar. 2 Locations · full-time · £59,000–£86,333 base.

SalaryStated by Morningstar

£59,000 – £86,333

Base salary for this role, in GBP per year, as published in the posting.

RoleSales Leadership

SeniorityDirector

Location2 Locations

EmploymentFull-time

Base pay£59,000–£86,333

PostedMay 8, 2026 · 4mo ago

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Build an asset owner and consultant sales plan with the Head of Index Sales
Win index mandates directly from asset owners and through investment consultant relationships
Develop relationships with influential asset owner contacts to increase index awareness and adoption
Compare Morningstar Indexes with competitors and communicate the differences to prospective clients
Represent the Index business at relevant conferences, events, and speaking opportunities

What you bring

At least five years of institutional sales and account management experience in the investment index industry
A record of beating previous annual sales or mandate goals
Understanding of asset owner investment decisions, institutional distribution networks, and industry influence forums
Strong written and verbal communication, including persuasive presentations about complex investment concepts

Who this fits

You’ll suit a senior institutional seller who can build customized relationships with asset owner executives, investment consultants, and other decision-makers. The role is based in London and involves roughly twenty-five to fifty percent travel. Morningstar describes the working model as hybrid, with four office days each week in most locations.

From the employer

Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced asset owner and consultant sales individual to serve in Morningstar’s Index business. The Index business is responsible for the creation and distribution of Morningstar’s Index Intellectual Property. The group develops new, innovative indexes for use by asset managers and asset owners in serving their clients investment needs.

The Morningstar Indexes Team seeks a highly motivated Asset Owner Sales Director focused on developing and executing a strategy for adoption of our index offerings in major client segments, including pension funds, endowments, foundations, defined contribution systems and the investment consultant community. Because this role covers a wide range of opportunities, it will require approximately 25-50% travel. This position will be based in London.

Job Responsibilities

Working with the Head of Index Sales, create an asset owner and consultant business plan designed to establish Morningstar Indexes as a benchmark of choice.
Build and maintain relationships with key influencers in the asset owner community with programs designed to meet market needs and increase the awareness and adoption of our indexes
Generate demand for Morningstar indexes and data by securing investment mandates from asset owners, or via consultant relationships
Understand the competitive landscape including comparing Morningstar Indexes with other indexes in key performance areas. Ability to effectively present and distribute these messages so that clients develop a preference for Morningstar Indexes.
Collaborate with Morningstar Research & Data, Sustainalytics, PitchBook and other Morningstar teams to formulate consistent strategies to serve the asset owner and consultant communities.
Assist in the coordination of events to connect asset owners and Morningstar Indexes with internal and external subject matter experts.
Represent Morningstar Indexes at events and conferences related to the asset owner community including selecting appropriate conference and speaking opportunities.

Qualifications

Candidates should have at least five (5) years’ experience in institutional sales and account management in the investment index industry.
Proven track record of exceeding prior annual sales or mandate targets.
Knowledge of the asset owner investment and decision-making process as well as the competitive landscape.
Ability to build long-term client relationships with executive and senior leadership within the asset owner community through a hands-on, collaborative, customized approach.
Knowledge of institutional distribution networks and influence forums (publications, events, conferences)
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts

Base Salary Compensation Range

GBP 59,000.00-86,333.33

Commission Target:

54.2% Annual

This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

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.

301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity