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Job description
Morningstar's mission is to empower investor success. Our team does this by creating products that help financial professionals and the investors they serve achieve their financial goals. The Direct Platform business is one of Morningstar's largest business units, serving a global client base across asset management, wealth management, institutional consulting, and investment research. Morningstar Direct is our flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow solutions to help investment professionals make better decisions with greater efficiency. Reporting is a critical part of that experience, helping clients transform analysis into clear, actionable outputs that support investment decisions, client communication, and stakeholder engagement.
Senior Product Marketing Manager
Responsibilities
Develop positioning, messaging, objection handling, content, and sales tools that clearly communicate the value of Morningstar Direct's reporting capabilities to different client segments and personas.
Partner closely with Product Management and UX teams to understand reporting workflows, client needs, and product priorities, translating new capabilities into compelling customer-facing narratives.
Craft and execute go-to-market plans for new reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
Deeply understand client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, bringing actionable recommendations back to product and commercial teams.
Collaborate with Sales and Client Success teams to identify common reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention.
Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools.
Develop revenue-generating sales plays and adoption campaigns designed to expand platform usage, increase client value realization, and support commercial growth.
Partner with Campaign Marketing to create persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
Work cross-functionally to ensure reporting capabilities are effectively represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
Measure and communicate the impact of product marketing initiatives through business metrics, campaign performance, platform adoption trends, and client outcomes.
Qualifications
5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology.
We are looking for a marketer who has experience with software platforms, workflow tools, analytics solutions, or reporting applications.
Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem, is a plus.
Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner.
Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
Demonstrated experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects, especially to drive successful launches and drive adoption.
Excellent written and verbal communication skills, with the ability to tailor content to a variety of audiences.
Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
Customer-centric mindset with a passion for understanding user needs and translating insights into effective go-to-market strategies.
Comfort using data to inform prioritization, decision-making, and performance measurement.
Self-starter with a proven commitment to a test, learn, and iterate mindset.
Empathy, curiosity, and the ability to learn quickly in a dynamic environment.
Compensation and Benefits
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
Total Cash Compensation Range $121, ,150.00 Inclusive of annual base salary and target incentive
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.
Company overview
Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions - including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters - without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.