Full-Time
SDR Manager
Posted on 2/21/2025
Morningstar
10,001+ employees
Provides independent investment research and data
Compensation Overview
$111.4k - $150kAnnually
Mid
Company Does Not Provide H1B Sponsorship
Chicago, IL, USA
This is a hybrid position, typically requiring in-office attendance three days a week.
You match the following Morningstar's candidate preferences
Employers are more likely to interview you if you match these preferences:
- Bachelor’s degree required.
- For external hires: 2–3 years of leadership experience in a Sales or SDR role.
- For internal candidates at Morningstar: 2 years of sales and/or relevant SDR experience.
- Strong communication and interpersonal abilities.
- Analytical mindset with experience using CRM and analytics tools (e.g., Salesforce, HubSpot).
- High level of organizational skills and attention to detail.
- Ability to motivate and inspire teams to achieve challenging goals.
- Hire, onboard, and train new SDRs to build a high-performing team.
- Provide ongoing coaching, feedback, and performance evaluations.
- Foster a collaborative and positive team environment.
- Design and implement effective outreach strategies to generate qualified leads.
- Collaborate with marketing and sales teams to align lead generation efforts.
- Develop and refine call scripts, email templates, and other outreach tools.
- Track and analyze key performance indicators (KPIs), such as call volumes, email outreach, and lead conversion rates.
- Set individual and team goals, ensuring alignment with broader organizational objectives.
- Address underperformance through structured improvement plans.
- Implement and maintain tools and technologies (e.g., CRM, sales engagement platforms) to streamline workflows.
- Continuously analyze data and adjust processes to enhance efficiency and outcomes.
- Provide regular updates to leadership on SDR team performance and pipeline contributions.
- Share insights on market trends and customer needs gathered through outreach activities.
Morningstar provides independent investment research and data to help individual investors, financial advisors, and asset managers make informed investment decisions. The company offers subscription-based access to a vast database of investment information, analytics, and tools through platforms like Morningstar Advisor Workstation, Morningstar Office Cloud, and Morningstar Cloud. Morningstar differentiates itself from competitors by focusing on Environmental, Social, and Governance (ESG) investing, especially after acquiring Sustainalytics, which enhances its ESG data and analytics offerings. The company's goal is to empower investors with the information they need to achieve their financial objectives while promoting sustainable investment practices.
Company Size
10,001+
Company Stage
IPO
Total Funding
$88.5M
Headquarters
Chicago, Illinois
Founded
1984
Simplify's Take
What believers are saying
- Increased demand for ESG data due to EU regulatory changes benefits Morningstar.
- The Direct Advisory Suite captures a larger share of the financial advisor market.
- Methodology change in Medalist Rating system increases trust in Morningstar's ratings.
What critics are saying
- Commodity Data acquisition by ZEMA may lead to loss of proprietary data resources.
- Changes in Medalist Rating system could cause client dissatisfaction or confusion.
- Direct Advisory Suite may face integration challenges or competition from established platforms.
What makes Morningstar unique
- Morningstar's acquisition of Sustainalytics enhances its ESG data and analytics offerings.
- The Direct Advisory Suite modernizes software solutions for financial advisors.
- Morningstar's partnership with Lang Cat's Analyser strengthens its managed portfolio services.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Unlimited Paid Time Off
Sabbatical Leave
401(k) Retirement Plan
401(k) Company Match
Paid Sick Leave
Parental Leave
Adoption Assistance
Hybrid Work Options
Stock Options
Professional Development Budget
Tuition Reimbursement
Mentorship Program
Employee Referral Bonus
Company Social Events
Company News
CHICAGO - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals.
Morningstar DBRS has appointed Richard Sibthorpe as Head of Canada and Global Investor Strategy, succeeding Douglas E. Turnbull who retired in September.
Financial Technologies Forum (FTF) is the place to learn from, market to, and interact with the people and companies that are driving the post-trade...
As an extension of its EU Sustainable Finance Action Plan Solutions Suite, Morningstar Sustainalytics has launched a new Corporate Sustainability Reporting Directive (CSRD) aligned data offering which maps Sustainalytics data to emerging regulatory reporting requirements, a dedicated resource to support alignment with a new ESMA Fund Naming Rules Solution and the next iteration of its EU Taxonomy solution enhancing coverage, quality and presentation of its ESG data.
ZEMA Global Data Corporation to acquire Morningstar Commodity Data.