Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

Industry: Financial Services
Company Size: 10,001+ employees

Morningstar

Savvy Admin PROD

**The Group: **Morningstar, Inc., a leading global provider of independent investment research, is seeking an experienced sales professional to join Morningstar’s CRSP Research Data Products (RDP) business within the Indexes Group. Morningstar’s RDP suite is a market-leading source of research-quality historical market and returns data, trusted by more than 600 institutions across 35 countries. RDP clients include leading financial institutions, government agencies, and top-tier research universities that rely on these deep historical databases for academic research, investment analysis, and strategic decision-making.

**The Role: **Morningstar Indexes is seeking a highly motivated Research Data Products (RDP) Sales Specialist to drive growth across sophisticated asset management clients. This role focuses on promoting and expanding adoption of the RDP suite among Asset Managers, Wealth Managers, Hedge Funds, Market Makers, Banks, and Broker-Dealers that use deep historical market data for advanced use cases, including back-testing, risk modeling, and market simulation.

You will collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.

**Responsibilities**

- Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.

- Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.

- Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.

- Lead consultative sales conversations around data usage, licensing scope, and value intensity.

- Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.

- Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.

- Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.

- Maintain accurate pipeline management, forecasting, and activity tracking in CRM.

- Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.

**What You Will Bring**

- Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).

- Demonstrated success closing new business and expansion deals in a quota-carrying role.

- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.

- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.

- Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.

- Familiarity with data licensing models, enterprise agreements, or usage-based pricing.

- Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.

- Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.

**Requirements**

- Bachelor’s degree required.

- 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.

- Willingness to travel up to 30%.

**Compensation And Benefits**

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

- Financial Health

- 100% 401k match up to 6% of salary

- Stock Ownership Potential

- Company provided life insurance - 1x salary + commission

- Physical Health

- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

- Additional medical Wellness Incentives - up to $300-$600 annual

- Company-provided long- and short-term disability insurance

- Emotional Health

- Trust-Based Time Off

- 6-week Paid Sabbatical Program

- 6-Week Paid Family Caregiving Leave

- Competitive 8-24 Week Paid Parental Leave

- Adoption Assistance

- Leadership Coaching & Formal Mentorship Opportunities

- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

- Tuition Reimbursement

- Social Health

- Charitable Matching Gifts program

- Dollars for Doers volunteer program

- Paid volunteering days

- 15+ Employee Resource & Affinity Groups

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.

001_MstarInc Morningstar Inc. Legal Entity

Research Data Products Sales Director

Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently. 
 
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
 
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.

Industry: Technology, Information and Internet
Company Size: 1,001-5,000 employees

iCapital

**Business Development, DLT - Senior Vice President**

**Department: Distributed Ledger Technology**

**Location(s): ** Greenwich, CT or New York, NY

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $945 billion in global client assets invested in 1,940 funds, as of June 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).

**About The Role**

iCapital is seeking a highly motivated, outgoing, and experienced business development representative to join the team developing iCapital’s Distributed Ledger Technology (DLT).

The role will focus on new growth opportunities and seek to expand the customer network for a disruptive industry utility. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, and negotiating contracts.

**Responsibilities**

- Lead platform outreach for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital’s DLT.

- Conduct thorough market research to identify new trends and opportunities in DLT and related sectors.

- Develop and implement strategies for market penetration and expansion, leveraging insights from industry trends and competitor analysis.

- Collaborate with other Relationship Managers, Sales teams, and Senior Executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.

- Manage and lead internal projects and develop frameworks and processes for ongoing team management.

**Qualifications**

- 10+ years of experience in a business development and relationship management capacity, with experience developing or integrating with blockchain applications is preferred

- Experience building digital partnerships within wealth technology or private markets is preferred

- Proven track record of building strategic partnerships with industry leaders, including C-suite executives and investors

- Extensive knowledge of alternatives and structured investments

- Direct experience working for or with wealth management firms is highly preferred

- Experience with SAAS offerings and wealth tech platforms

- Excellent verbal and written communication skills

- Strategic mindset and able to work independently

- Demonstrated ability to carry enterprise relationships with little to no oversight

- Series 7 and 63 licenses are preferred

- Bachelor's degree in a technical or financial field is preferred, MBA or Graduate Degree is a plus

**Benefits**

The base salary range for this role is $190,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

DLT Business Development - Senior Vice President

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