Morningstar Wealth is seeking a Regional Sales Director to drive adoption of the Morningstar Platform and Managed Portfolios among Independent Broker Dealers and RIAs in the Pacific Northwest (CA, Seattle, AZ). This role focuses on developing advisor relationships, delivering insights, and collaborating with internal sales consultants to close opportunities.
You will manage a territory, conduct group and one-on-one meetings, and use Salesforce to maximize penetration.
#J-18808-LjbffrRegional Sales Director - Wealth Solutions (Remote/Hybrid) in san francisco at Unknown Company
This position is listed as full time and onsite.