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Morningstar

Director, Advisor Practice Consulting

Morningstar

. Lead the development and delivery of Morningstar's advisor consulting and practice management strategy .

Posted 11/9/2026full-timeChicago • Illinois • United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advisor consulting and practice management, focusing on developing scalable programs and frameworks that enhance advisor growth, client acquisition, and operational effectiveness. Proven ability to deliver actionable recommendations and thought leadership while fostering strong relationships with financial advisors.

Highest-signal resume keywords
Advisor ConsultingPractice Management StrategyClient AcquisitionThought Leadership DevelopmentWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentProductivity ImprovementOperational EffectivenessCoaching FrameworksConsultation DeliveryWorkshop FacilitationProgram DevelopmentBenchmarkingSegmentation StrategiesSuccession Planning
Soft Skills
Relationship ManagementCommunicationEngagement StrategiesLeadershipCollaboration
Tools & Technologies
Practice Management ToolsAdvisor-Facing ResourcesAssessment FrameworksWebinar PlatformsConference Presentation Tools
Certifications & Qualifications
CFPCIMA
Industry Keywords
Wealth ManagementAsset ManagementFinancial AdvisorsAdvisor SatisfactionClient Experience

About the role

Key responsibilities & impact
  • Lead the development and delivery of Morningstar's advisor consulting and practice management strategy
  • Help financial advisors build stronger, more productive businesses while increasing advisor satisfaction, engagement, and retention
  • Create scalable programs, thought leadership, and coaching frameworks addressing advisor growth, client acquisition, segmentation, staffing, succession planning, business development, productivity, and practice management
  • Serve as a trusted practice management consultant to top advisor relationships
  • Conduct consultations, workshops, and coaching sessions with advisors and enterprise partners
  • Help advisors improve business growth, productivity, client experience, and operational effectiveness
  • Deliver actionable recommendations supported by industry best practices and benchmarking
  • Create practice management frameworks, tools, assessments, workshops, and advisor-facing resources
  • Develop thought leadership on advisor growth, business management, succession planning, staffing, and client acquisition
  • Maintain a forward-looking perspective on industry trends and advisor business challenges
  • Partner with sales leadership, relationship managers, and portfolio specialists
  • Equip field teams with practice management insights and tools that deepen advisor relationships
  • Support strategic advisor and home-office engagements
  • Lead webinars, workshops, conference presentations, and advisor events
  • Increase participation and engagement in practice management offerings
  • Help establish Morningstar as a leading thought partner to advisors
  • Partner across investment management, wealth, marketing, research, and product teams
  • Identify opportunities to connect advisor needs with relevant Morningstar capabilities
  • Support initiatives that deepen client relationships and strengthen retention

Requirements

What you’ll need
  • Minimum 8 years of experience in wealth management, asset management, advisor consulting, or practice management
  • Bachelor’s degree
  • Significant experience working directly with financial advisors
  • Proven track record developing advisor-facing consulting programs and thought leadership
  • CFP and/or CIMA preferred

Benefits

Comp & perks
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
  • Hybrid work environment with in-office collaboration each week
  • Tools and resources to engage meaningfully with global colleagues
  • Additional benefits available to enhance flexibility as needs change