Platform Consultant
Platform Consultant
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Job Description
About Morningstar: Morningstar is a leading global provider of independent investment insights serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data research and investment management services with $300 billion in assets under management. Operating in 32 countries Morningstar supports financial advisors asset managers retirement plan providers and more with comprehensive investment solutions.
The Role: You will work with new clients gaining an in depth understanding of their business and requirements to ensure the embedding of the Morningstar Wealth offerings i.e. Platform MIME and Investments and provide the maximum leverage of adoption and business flows to the point it can be described as business as usual.
What Youll Do:
Training adviser firms and model managers either face to face or remotely
Working in conjunction with Business Development Managers and Business Development Consultants to identify new advisers model managers sales opportunities and provide demonstrations both remotely and in person.
Arrange & attend follow up meetings with firms and model managers either face to face or remotely.
Setting up new branded platform services for firms
Updating tracking and ensuring Corporate CRM and Salesforce are complete for all new firm implementations meetings phone calls and events.
Working with our Implementation Technical team to trouble shoot issues.
Managing the hand over process of newly implemented firms to Adviser Support
Project Managing back books of client assets onto the platform using novation change of agency or transition processes.
Communicating changes for new Technology releases in a timely manner to all adviser firms
Involvement in User Acceptance Testing of platform developments when required e.g. system and product updates.
Attending regular internal Distribution meetings to share feedback and provide training to the wider Distribution Team
Assist with new asset requests and ensure set up and access within agreed SLAs.
Obtaining feedback from firms on success of e.g. implementations new features events
Providing input and feedback to all internal customers to further enhance systems products and service
Working with the development team to bring new functionality into the software
Creating and updating bespoke Resource Centre articles and user guides via Zendesk
Creating and updating videos of how to functionality
Keeping accurate records of correspondence with clients in CRM and SharePoint sites.
Maintain accurate Trellis records and understand processes relating to raising incidents and our Complaints handling processes.
Who You Are
3 years experience in Financial Services role preferably in a client facing advisory or investment environment.
Clear understanding of the operational requirements of an adviser firm business
Excellent knowledge of tax wrappers
Excellent relationship management skills
Excellent Project Management skills
Hold or be willing to study towards a professional qualification.
Ability to provide an excellent level of service either face to face or remotely.
Excellent oral and written communication skills
IT literate understand technical aspects of role.
Attention to detail.
Team player
Ability to work independently.
Ability to travel when required.
Ready to Shape the Future At Morningstar every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
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.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. While some positions are available as fully remote weve found that were at our best when were purposely together on a regular basis typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are youll have tools and resources to engage meaningfully with your global colleagues.
P03PraemiumUKLimited Morningstar Wealth (UK) Limited Legal EntityRequired Experience:
Contract
Employment Type
Full-Time
