Regional Sales Director

Dun & Bradstreet(25 days ago)

HybridFull TimeDirector$260,100 - $468,175Sales

About this role

The Regional Sales Director for Morningstar Wealth is responsible for promoting Morningstar Managed Portfolios and investment solutions to independent broker-dealer financial advisors and RIAs across a multi-state territory. The role represents Morningstar’s research, data, and product capabilities to drive client adoption and growth. This position works closely with internal sales consultants and other teams to expand market presence and support advisor success.

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Required Skills

Relationship Building
Sales
Salesforce
Territory Management
Portfolio Management
Client Meetings
Lead Follow-Up

Qualifications

About Dun & Bradstreet

dnb.com

Dun & Bradstreet provides commercial data, analytics, and insights that help organizations meet sales and marketing goals, manage global supply chains, and mitigate credit risk. Backed by nearly two centuries of business data, D&B offers authoritative company intelligence, standardized firmographics, risk scores, and identifiers to support customer acquisition, supplier management, and compliance. Their platforms and APIs deliver global coverage and analytics to power finance, procurement, and go-to-market decision-making. Businesses rely on D&B for scalable, data-driven solutions that improve operational and strategic performance.

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