Business Development Manager

4 weeks ago


Lancaster, United Kingdom Morningstar Full time

Key Responsibilities and Accountabilities:

Identify, generate and qualify new business leads Support the business in planning and delivering on targets Work with financial advisers to understand their business model, current client base, approach to client segmentation, risk profiling and CRM system requirements Grow the level of funds under management by developing new and existing relationships Assist in preparation of presentation materials and deliver them internally and externally Schedule, prepare and deliver training sessions with intermediary clients Ensure delivery of proposals and marketing documents to prospective clients Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations Ensuring the integrity and culture of our firm by adhering to risk and compliance policies Attendance at sales meetings

Experience/Qualifications

Confident telephone manner Excellent relationship management skills Must be organised and have good attention to detail Excellent team player who can communicate effectively Min 10 years’ experience in UK Financial Services Sector Possesses strong IT skills (excel, CRM systems) Highly passionate, proactive, hands on and hardworking Used to working in a fast paced, dynamic environment and able to adapt to change U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity

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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