Director, Advice Solutions NSW

Director, Advice Solutions (NSW)
Morningstar is a place where talented, driven people can grow; where they are trusted to help investors reach their financial goals.
Morningstar is seeking a dynamic and strategic leader to serve as Director, Advice Solutions for New South Wales & Australian Capital Territory. This leadership role is pivotal in driving Morningstar's investment management growth strategy across the region. The successful candidate will lead a high-performing sales team, cultivate strategic partnerships with financial advice firms, and contribute to Morningstar's mission to empower investor success.
We're looking for someone with deep expertise in distribution, advice businesses and practice management-someone who understands the inner workings of advice firms and can translate that insight into commercial outcomes.
This role reports to the Head of National Sales - Managed Portfolios, and will be based in our Sydney office, travel is required.
The Group:
The Investment Management group is a global team guided by Morningstar's investment principles in managing portfolios to help investors reach their financial goals. Our vision is to delight financial advisers that align with our mission, values, and principles, helping their clients reach terrific outcomes. Together, we change the way advisers think about working with an investment manager, and we set the standard for the trusted business partner.
Responsibilities:

• Strategic Sales Execution
  • Formulate and execute regional sales strategies aligned with national objectives.
  • Drive sustainable AUM growth, client retention, and pipeline conversion
  • Monitor market trends and competitor activity to inform strategic decisions.

• Adviser Engagement & Practice Management
  • Build trusted relationships with senior stakeholders across dealer groups, platforms, and advice practices.
  • Leverage your deep understanding of advice businesses to deliver tailored solutions that enhance practice efficiency and client outcomes.
  • Act as a conduit between advisers and internal teams, translating practice needs into actionable insights.

• Leadership & Team Development
  • Lead, coach, and mentor a regional sales team to achieve performance goals and foster a high-performance culture.
  • Identify high-potential talent and create development pathways to build bench strength.
  • Champion a culture of innovation, inclusion, and continuous improvement.

• Cross-Functional Collaboration
  • Partner with product, marketing, investment, and operations teams to deliver integrated client solutions.
  • Provide feedback to product teams to inform development and innovation.

• Market Presence & Practice Coaching
  • Represent Morningstar at industry events, panels, and forums to enhance brand visibility.
  • Contribute to educational practice development content including webinars, and adviser communications.

Qualifications & Experience

• Proven experience leading sales teams in financial services, preferably investment management or platforms.
• Deep knowledge of advice businesses, practice management, and adviser workflows.
• Demonstrated ability to design and execute strategic sales plans.
• Strong stakeholder management and relationship-building skills.
• Familiarity with CRM systems and data-driven sales enablement tools.
• Excellent communication and presentation skills.
• A bachelor's degree.

Competencies & Interpersonal Skills:

• A team player's attitude with a high threshold for quality, a drive to succeed and results driven focus.
• Strong attention to detail and commitment to accuracy.
• Strong motivation, tenacity, planning and time-management skills are essential.
• The ability to listen effectively and have a natural curiosity to learn about others and their needs.
• Hands-on, organised individuals who meet deadlines and get the job done
• Empathy and the maturity to own and learn from challenges.
• A proactive approach and can-do attitude to solving problems.
• Proven ability to work autonomously and in a collaborative team environment to achieve goals.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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