Research Data Products Sales Director

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, >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.