Client Service Consultant - Buyside and Advisor (Equities)



The Role: Morningstar Research Inc. is looking for a client-facing professional to join our Sales and Marketing team. The focus of this role is to support the growth of a specific Morningstar solution (Morningstar® CPMS™) in the Advisor and Institutional Buy-Side segments, both directly with investment advisors and institutional portfolio managers. The ideal candidate is an effective communicator who works well in a team, is a self-starter with an emphasis on action, and has some working knowledge of quantitative investment strategies.


  • Pro-active engagement with the existing Morningstar solution subscriber base through one to one interactions and presentations (both online and in-person)
  • Provide though leadership and light market commentary through multiple marketing channels
  • Plan consultative support strategies for a territory and execute them, in co-operation with multiple salespeople
  • Act as an escalation point for client issues and resolve in-bound support queries for product functionality and occasional technical troubleshooting
  • Work with account managers for up-sell and cross-sell opportunities
  • Work closely with product management teams to relay client requirements and priorities to ensure that product development reflects market needs.
  • This role requires frequent in-person client site visits and occasional travel to major cities


  • 4+ years of customer-facing experience with investment advisors or portfolio managers. Only applicants with financial services or investment experience will be considered.
  • Experience in supporting or selling financial service software, equity research, quantitative equity solutions, or other services to financial advisors and institutional portfolio managers
  • Outstanding relationship building, communication skills with an impetus for action
  • A passionate interest for the financial industry and in particular direct investments in equities
  • A university degree in a related field. CFA charter holders and candidates, or other related industry designations are strongly preferred
  • English/French bi-lingual is an asset but not required.

Morningstar is an equal opportunity employer.


100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
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Confirmed 52 minutes ago. Posted 30+ days ago.

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