Director, Advisor Practice Management

Morningstar Director, Advisor Practice Management YesterdaySaved Hybrid Chicago, IL, USA 171K-262K Annually Entry level 171K-262K Annually Entry levelArtificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial ServicesLeads Morningstar’s advisor practice management strategy by consulting with financial advisors, developing growth and productivity frameworks, creating thought leadership, enabling distribution teams, and delivering workshops, webinars, and coaching. The role helps advisors improve client acquisition, segmentation, staffing, succession planning, operational effectiveness, and retention while connecting advisor needs with Morningstar’s broader investment, research, marketing, and product capabilities.