Sean Klock is an accomplished investment management sales professional with over 16 years of experience, currently serving as Senior Vice President of Institutional Business Development at Morningstar Investment Management LLC. In this pivotal role, Sean leads the Workplace Solutions team, focusing on the retirement plan...
Sean Klock is an accomplished investment management sales professional with over 16 years of experience, currently serving as Senior Vice President of Institutional Business Development at Morningstar Investment Management LLC. In this pivotal role, Sean leads the Workplace Solutions team, focusing on the retirement plan services market. His expertise lies in developing innovative strategies that enhance client engagement and drive sales growth, particularly in areas such as Advice & Managed Accounts, Fiduciary Services, Financial Wellness, and Custom Target Date solutions.
At Morningstar, Sean has successfully cultivated relationships with institutional clients, leveraging his deep understanding of retirement plan consulting and financial advisory services to deliver tailored solutions that meet diverse client needs. His strategic approach to business development has not only increased sales but also expanded the firm’s footprint in the competitive retirement services landscape. By prioritizing client education and financial wellness, Sean ensures that clients are equipped with the knowledge and tools necessary to make informed decisions about their retirement savings plans.
Sean's proficiency in business relationship management and investment strategies positions him as a trusted partner for organizations seeking to enhance their retirement offerings. His commitment to excellence and client-centric philosophy drives him to continuously seek innovative solutions that align with the evolving needs of the market. As he navigates the complexities of the retirement landscape, Sean remains dedicated to empowering clients and their employees to achieve their financial goals through effective retirement planning and management.
