Sales Director – Portfolio Growth

3 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $200,000 - $250,000

Job Title: Sales Director – Portfolio Growth

Job Description

Morningstar’s Investment Management group is a global team committed to delivering exceptional long-term investment outcomes.

We are seeking a strategic and inspiring sales leader to lead our Managed Portfolios distribution efforts across Australia.

This role combines leadership of a high-performing sales team with direct engagement in business development focused on licensees, platforms, advice practices, and financial advisers.

The successful candidate will drive revenue growth, deepen client relationships, and expand access to Morningstar's investment solutions across these key channels.

Key Responsibilities:

  • Lead, inspire, and develop a high-performing national sales team to consistently achieve revenue and net flow targets.
  • Determine and manage incentive plans and selling systems to support execution against revenue, net flow, and distribution activity targets.
  • Design and execute national sales strategies to drive adoption of managed portfolios across licensees, platforms, advice practices, and adviser networks.
  • Build and maintain senior-level relationships with licensees, platforms, and advice practices to expand market presence.
  • Drive new business acquisition through solution structuring, negotiating platform and licensee approvals and onboarding of new advice practices.
  • Deliver actionable insights on market trends, client needs, and competitive dynamics to inform product development and go-to-market strategies.
  • Establish and track performance through clear KPIs including net flows, revenue growth, and adviser engagement.
  • Champion a data-driven sales culture by integrating analytics and technology into daily operations.

Required Skills and Qualifications:

  • Bachelor’s degree required; MBA or advanced degree is a plus.
  • Minimum 10 years of experience in investment management or financial advice industry, with a strong track record in sales leadership and business development.
  • Proven ability to lead teams and influence stakeholders in a matrixed environment.
  • Deep understanding of licensee, platform, and advice practice business models and how to align investment solutions to client goals.
  • Exceptional communication, negotiation, and relationship-building skills.

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