Relationship Manager Team Lead

| Chicago

Morningstar seeks a Team Lead to manage the training and development of the Relationship Managers as well as manage the Relationship Management team. The Team Lead will own the collection, maintenance, and reporting of CSM team KPIs and support ad-hoc key initiatives/projects across the group. The Team Lead will also own the development of the training program for the Relationship Managers and the skill development of the Relationship Managers. This position requires frequent client-facing travel and is based in Chicago. 

Responsibilities 
-Maintain certain key client relationships as a Relationship Manager 
-Build upon the Relationship Manager program framework 
-Improve and lead ongoing Relationship Manager industry and product training 
-Onboard new Relationship Managers and provide ongoing mentoring/coaching as part of their development plan 
-Collect, maintain, and report on team KPIs around production and activity 
-Liaison with Relationship Managers/CSMs in other areas to determine best practices and facilitate implementing those best practices within the Workplace team 
-Engage with marketing and product on client-specific initiatives 

Qualifications 
-A bachelor`s degree; an advanced degree is a plus. 
-Possess a minimum of ten years of customer service, training, or sales experience. 
- Understanding of the Retirement and Financial Services industry. 
-Must enjoy teaching/mentoring/coaching 
-Excellent prioritization, communication, and analytical skills 
-Experience with Salesforce and Tableau a plus 
-Experience leading a team or developing careers a plus 
-Financial industry certifications are considered a plus

 

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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