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Pacific Northwest Regional Sales Director: Advisor Solutions

Morningstar · Salt Lake City, UT, USA ·

Job type:
Full Time

Morningstar is seeking a Regional Sales Director to promote Morningstar Managed Portfolios to Independent Broker-Dealer advisors and RIAs across the Pacific Northwest. You will develop relationships, present market insights, and drive adoption of Morningstar solutions.
In this role, you'll manage group and one-on-one meetings, leverage Salesforce for CRM, and work with internal teams to maximize territory coverage and client success.

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