Morningstar
Builtin · Indexed 2026-08-09
Regional Investment Consultant
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Indexed description
Morningstar Regional Investment Consultant 2 Days AgoSaved Hybrid Chicago, IL, USA 156K-281K Annually Senior level 156K-281K Annually Senior levelArtificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial ServicesDrive advisor relationships and territory growth for Morningstar Investment Management. Own a book of advisors, execute sales activities, use CRM to manage pipeline, educate advisors on managed portfolios and SMAs, run virtual and occasional in-person meetings, and collaborate with portfolio specialists on client-facing content.Top Skills: CRM
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