Head of Distribution, US Investment Management

The Group Morningstar’s Investment Management group is a global team guided by Morningstar’s mission, values, and principles to deliver high‑quality investment solutions that empower investor success. The group brings together deep expertise in asset allocation, manager research, portfolio construction, and investment oversight, built on Morningstar’s differentiated data, analytics, and independent research, to support financial advisors in delivering better outcomes for their clients. In the U.S., Investment Management is primarily focused on partnering with financial advisors, helping them run more profitable advice practices while at the same time delivering exceptional client outcomes through model portfolios and solutions designed to integrate into advisor practices and wealth management workflows. The Opportunity We are seeking an accomplished commercial executive to serve as Head of Distribution, U.S. Investment Management , responsible for setting and executing the distribution strategy and accelerating sustainable revenue and net flow growth across the region. This leader will have overall responsibility for the Americas distribution organization, spanning advisor distribution, sales, national and strategic accounts, portfolio specialists, and advisor practice consulting. The role will focus on expanding Morningstar Investment Management’s market presence, growing relationships with high-potential advisors and firms, increasing wallet share with existing clients, strengthening strategic partnerships, and successfully bringing new investment capabilities to market. The Head of Distribution will build the commercial infrastructure, processes, and culture required to execute an ambitious, differentiated, and measurable go-to-market strategy. Importantly, this is not a traditional fund-distribution role: we are seeking a leader who knows the realities of running an advice practice and who will position Morningstar as a trusted partner, helping advisors build more profitable, scalable businesses while delivering excellent client outcomes through our investment strategies and broader capabilities. Working closely with Investments, Product, Marketing, Behavioral Science, Finance, and other leaders, this executive will ensure that client and market insights inform our product strategy and that Morningstar’s investment capabilities, research, data, and insights are brought together to create a differentiated advisor and client experience. Location: This role is based at our global headquarters in Chicago, Illinois. Regardless of office, there is an expectation of four days per week in the office. Morningstar operates a flexible in-office model in which employees select their preferred remote workday. Key Responsibilities Distribution Strategy & Growth Develop and execute the U.S. distribution and go-to-market strategy to drive sustainable revenue and net asset flow growth across advisor, intermediary, and strategic-account channels. Lead and scale the distribution organization, identifying priority markets, client segments, channels, and partnerships while deepening relationships and wallet share with existing clients. Partner with Investments, Product, and Marketing to successfully bring new investment capabilities to market and continuously evolve the distribution model based on client needs and market opportunities. Commercial Excellence & Strategic Partnerships Build a disciplined, data-driven commercial organization with clear segmentation, coverage models, pipeline management, forecasting, goals, incentives, KPIs, and accountability. Lead relationships with key national and strategic accounts, including broker-dealers, platforms, custodians, large RIAs, and other intermediary partners, personally engaging in the most important commercial opportunities. Build a consultative, partnership-led sales culture focused on advisor success, client outcomes, and long-term growth rather than product sal…

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