Morningstar is seeking a Regional Sales Director to drive adoption of Morningstar Managed Portfolios among independent broker-dealers and RIAs in the Pacific Northwest. You will promote the platform and portfolios, conduct meetings, and partner with a sales consultant to maximize territory impact.
A minimum of 4 years in the industry and ability to explain portfolio concepts are required; CFP designation is a plus. The role offers a competitive total cash compensation and generous benefits.
#J-18808-LjbffrRegional Sales Director - Wealth Solutions (Pacific Northwest) in phoenix at Unknown Company
This position is listed as full time and onsite.