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Summer Morningstar Development Program Jobs in Massachusetts

Saint-Gobain

$15.50 - $20.50/hr

D. program in Materials Science, Chemistry, Chemical Engineering, Mechanical Engineering, Polymer ... The R&D Summer Internship Program starts on Tuesday, May 26th, 2026, or Monday, June 1st, 2026, and ...

Friendly House, Inc.

Summer Mentor

Worcester, MA · On-site +1

$17/hr

Summer Mentor June 29, 2026 - August 28, 2026 About us: Founded in 1920, Friendly House's mission ... program areas - Youth Development, Housing/Shelter, Food Security, and Social Services. All ...

Saint-Gobain

R&D Intern - Summer 2026

Northborough, MA · On-site

$21 - $30/hr

D. program in Materials Science, Chemistry, Chemical Engineering, Mechanical Engineering, Polymer ... The R&D Summer Internship Program starts on Tuesday, May 26th, 2026, or Monday, June 1st, 2026, and ...

Russian School of Mathematics

Summer Internship

Newton, MA · On-site

$15 - $20/hr

Description RSM's summer internship program provides hands-on experience, mentorship and professional development opportunities. Interns work on meaningful projects and gain exposure to an innovative ...

The Russian School of Math

Summer Internship

Newton, MA

$16.50 - $19.75/hr

RSM's summer internship program provides hands-on experience, mentorship and professional development opportunities. Interns work on meaningful projects and gain exposure to an innovative work ...

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All JobsSummer Morningstar Development Program JobsSummer Morningstar Development Program Jobs in Massachusetts

Summer Morningstar Development Program information

What is the difference between Summer Morningstar Development Program vs Morningstar Analyst?

AspectSummer Morningstar Development ProgramMorningstar Analyst
CredentialsUndergraduate degree, relevant courseworkBachelor's degree, often in finance, economics, or related fields
Work EnvironmentInternship, rotational program, team-basedFull-time, research-focused, collaborative
Industry UsageEarly career, internship program for studentsEntry-level professional role in investment research

The Summer Morningstar Development Program is an internship designed for students exploring careers in investment research, offering rotational experiences. In contrast, the Morningstar Analyst role is a full-time position for recent graduates or early-career professionals focused on in-depth financial analysis and research. The program provides foundational exposure, while the analyst role involves ongoing responsibilities in investment analysis and client support.

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Summer Morningstar Development Program jobs near you

Regional Investment Consultant

Morningstar, Inc.

Woburn, MA • On-site

$156K - $280K/yr

Full-time

Medical, Dental, Life, Retirement

Re-posted 5 days ago

MorningStar Senior Living rating

6.4

Company rating: 6.4 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

85th of 240 rated social care providers

Job description

The Group:
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals.
The Role:
As a Business Development Consultant at Morningstar Investment, you will partner with your Divisional Sales Director to expand advisory relationships and grow business across your assigned territory. This hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales - building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc
Responsibilities:
  • Own and manage a defined book of advisors with full accountability for sales activity execution, revenue contribution, and pipeline growth.
  • Leverage CRM as the operational backbone of the role - documenting all prospecting efforts, relationship touchpoints, pipeline stages, and follow-up commitments.
  • Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings - leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives
  • Develop and maintain deep fluency across the full managed portfolios program - including investment philosophy, portfolio construction, performance attribution, and competitive differentiation.
  • Deliver a consistently high standard of communication across all channels - virtual meetings, phone, and written correspondence - with the presence, preparation, and professionalism expected of a field-level representative
  • Partner with the Divisional Sales Director to optimize territory coverage -while independently running virtual advisor meetings that reflect the firm's brand and consultative approach
  • Collaborate with the Portfolio Specialist and Investment Management team on any client-facing content that requires deeper technical or portfolio-level expertise

Requirements:
  • A bachelor's degree is required; concentration in Finance, Business, or a related field preferred
  • Minimum of 5+ years of financial services sales or asset management distribution experience
  • Proven ability to build, manage and develop a high-volume book of advisors relationships through phone and virtual engagement
  • Strong working knowledge of managed accounts, separately managed accounts (SMAs) and the advisory business model.
  • Exceptional communication skills with ability to build strong relationships across cross-function teams and colleagues.
  • Resilience and adaptability - comfortable operating in a fast-moving, performance-oriented environment
  • Series 65/Series 66 or ability to obtain within 6 months of employment.
  • Ability to travel up to 25% for selective in-person meetings, events, or sales meetings

Target Cash Total Compensation Range: $156,050 - $280,900
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
  • Financial Health
    • 100% 401k match up to 6% of salary
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • 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
  • Emotional Health
    • 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
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

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.
001_MstarInc Morningstar Inc. Legal Entity

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