Morningstar develops independent investment research, market data, financial analysis, and software for individual investors, financial advisors, and institutions. Its products cover mutual funds, ETFs, stocks, bonds, and other asset classes, combining ratings, analyst research, screening tools, portfolio management, and investment-planning resources. The company also serves professionals through subscription products and advisor software, while its editorial platforms publish market and personal-finance coverage across articles, podcasts, and video.
Senior Product Marketing Manager, Morningstar Direct Platform — Chicago Hybrid
Lead product marketing for Morningstar Direct reporting solutions, shaping positioning, launches, enablement, and adoption. Translate investment analytics workflows and client insights into clear value propositions and measurable commercial outcomes.
Description
- Shape positioning, messaging, objection handling, content, and sales tools for Morningstar Direct reporting capabilities.
- Collaborate with Product Management and UX to understand workflows, client needs, and product priorities.
- Plan and deliver go-to-market programs for reporting enhancements and product releases.
- Build launch strategies, enablement resources, client communications, and adoption initiatives.
- Use market research, client discussions, win-loss reviews, and usage data to guide decisions.
- Work with Sales and Client Success to uncover reporting pain points, competitive objections, and adoption barriers.
- Develop competitive intelligence across reporting, analytics, and portfolio management platforms.
- Create sales plays and adoption campaigns designed to generate revenue.
- Develop persona-led programs and content in partnership with Campaign Marketing.
- Represent reporting capabilities in product narratives, client materials, digital experiences, events, webinars, and thought leadership.
- Track and communicate initiative results using business metrics, campaign performance, adoption trends, and client outcomes.
- Work cross-functionally with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success.
- Report to the Director of Product Marketing for Direct Software.
Requirements
- Bring at least five years of experience in product marketing, product management, marketing, sales enablement, or a related role in financial services, fintech, software, or investment technology.
- Have experience with software platforms, workflow tools, analytics products, or reporting applications.
- Explain complex product concepts clearly, persuasively, and with a strong customer focus.
- Demonstrate success leading cross-functional initiatives and influencing stakeholders across product, sales, marketing, and client-facing teams.
- Have created positioning, messaging, sales enablement, launches, or adoption programs that produced measurable business results.
- Have conducted market research, win-loss reviews, competitive intelligence, or customer segmentation work.
- Communicate exceptionally well in writing and conversation.
- Stay organized while managing multiple projects at the same time.
- Bring a customer-centered approach and turn user insights into go-to-market strategies.
- Use data to prioritize work, make decisions, and measure performance.
- Show a consistent test-and-learn approach with willingness to iterate.
- Learn quickly and adapt effectively in a dynamic environment.
Benefits
- Receive a 100% 401(k) match on contributions up to 6% of salary.
- Access potential stock ownership opportunities.
- Receive company-paid life insurance equal to one times salary plus commission.
- Access comprehensive medical, dental, and vision coverage, with possible premium discounts and company HSA contributions of up to $500–$2,000 annually for eligible plans and coverages.
- Earn additional medical wellness incentives of up to $300–$600 annually.
- Receive company-paid short- and long-term disability insurance.
- Use trust-based time off.
- Access a six-week paid sabbatical program.
- Receive six weeks of paid family caregiving leave.
- Receive competitive paid parental leave lasting 8–24 weeks.
- Access adoption assistance.
- Participate in leadership coaching and formal mentorship opportunities.
- Receive an annual $1,000 flexible stipend for personal education and well-being expenses.
- Access tuition reimbursement.
- Participate in a charitable matching gifts program.
- Participate in the Dollars for Doers volunteer program.
- Receive paid volunteer days.
- Join more than 15 employee resource and affinity groups.
- Work in a hybrid environment with flexibility-enhancing benefits.