Jim Shields

Critic
DISC Type : C

National Account Manager at Morningstar Wealth

West Chester, Pennsylvania, United States

Overview

Jim Shields is a National Account Manager at Morningstar Wealth, bringing extensive experience from senior roles at Envestnet and Russell Investments. An alumnus of the University of Pennsylvania and Temples Fox School of Business, he holds the Certified Investment Management Analyst (CIMA) designation, specializing in asset management solutions and key account management.

Outside of his professional life, Jim is a dedicated husband, father, and veteran. He takes great pride in his familys accomplishments, frequently celebrating their milestones and new beginnings. He also shows a keen interest in supporting youth athletic programs and their communities.

Jim is a proud veteran of the armed forces.

Personality Overview

Objective Thinker

Negotiator

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Asset Management Solutions
His career at Envestnet, Clark Capital, and Morningstar Wealth demonstrates a consistent focus on providing asset management solutions to financial advisors.
Financial Services Distribution
His experience as a National Account Manager and Regional Director highlights his expertise in RIA and independent broker-dealer distribution channels.
Family Milestones
He frequently posts about his pride in his children's accomplishments, indicating that family achievements are a significant personal focus.

Media Appearances

Jim has no verified media appearances

Work History

6-2024
National Account Manager at Morningstar Wealth
5-2022 - 2-2024
Director, Asset Management Solutions at Envestnet, Inc
8-2018 - 4-2022
Senior Vice President, Key Accounts at Clark Capital Management Group
1-2014 - 7-2018
Regional Director, Mid-Atlantic at Russell Investments
1-2003 - 12-2013
Director, RIA and Independent Broker/Dealer Distribution at Russell Investments

Education

1984 - 1988
BA from University of Pennsylvania
1998 - 2002
MBA from Fox School of Business at Temple University

More Information

Social Presence :

Prographics :

Exp : 32 Location : West Chester, Pennsylvania, United States Job Level : Middle Designation : National Account Manager at Morningstar Wealth
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jim

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jim take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jim

Personality Compatibility


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