At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries to find new and better ways to serve investors.

 The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.

The Role: Morningstar is looking for a talented Product Manager to develop financial planning and proposal generation capabilities for the advisor segment. The role will be part of the Advisor Software team. The Advisor Software team is responsible for developing and delivering a range of configured advisor solutions to the Broker Dealer and RIA markets. The team has two broad product areas: 1) Advisor Workstation, serving the Client Advisor through Broker Dealers, and 2) Morningstar Office, serving the Independent RIA markets.

The Product Manager is responsible for prioritizing, developing and executing on the roadmap. The Product Manager strategies launching the product to market, collaborates with sales, service and marketing to establish KPIs, and tracks towards the established goals. This role reports is based in our Chicago office.


  • Own the product roadmap, prioritization, value proposition, and product development lifecycle
  • Attend industry conferences, build relationships with third party software vendors and be the go-to person for all financial planning needs – internally and externally
  • Work with other product and capability owners from across the organization to develop a product integration vision that supports and advances their business goals. 
  • Develop business requirements refined and validated with customers, prioritize conflicting work, and work within an Agile software development framework.
  • Oversee the success of financial planning implementations to help recognize new revenue.
  • Use data for development and testing of hypotheses, managing with KPIs and measurements of product success (e.g. customer satisfaction, quality, time to market, etc.), and guiding next steps.
  • Collaborate as a unified cross-functional team inspired by a common vision, and evangelize this vision across teams to create excitement and shared success with the broader organization.
  • Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute and delivery on commitments.
  • Represent Morningstar products at conferences, client meetings, user forums, etc.


  • A bachelor’s degree in finance, economics, computer science or related field is required; a graduate degree is preferred. CFP is a plus.
  • A minimum of seven years of relevant and progressive experience in client service, sales or product management.
  • Knowledge and experience with Agile development, and good technical acumen are plus.
  • A knowledge of Morningstar products and the markets they serve is required.
  • Excellent oral and written communication, planning, and analytical skills.

Morningstar is an equal opportunity employer.

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Why work with us
We’re an ambitious group, driven by our passion to make investing better. Imagining the next big thing is in our blood—it’s transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today.
There are no corner offices in our Chicago headquarters. In fact, there are no offices at all. At Morningstar, our open environment reflects our belief that anyone at any level can voice their ideas and take part in making them happen. You’ll see little of the typical corporate hierarchy here, with no rigid structures or barriers between people or teams. Morningstar employees enjoy a fluid work environment where they are given both the resources and opportunities to pursue a fulfilling career.
Perks & Benefits
Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.
Morningstar offers medical, dental, and vision coverage to employees and their families. Our philosophy is to provide access to excellent health care while maintaining low out-of-pocket costs.
Morningstar provides three tools to help employees maintain work-life balance—vacation, sabbatical, and leave. There’s no “use it or lose it” vacation policy at Morningstar. Employees take the time they need with their manager’s approval.
On top of the major benefits, we believe in preserving the little things that make a workplace friendlier. Some of these perks include: Casual dress every day, Open, egalitarian environment, Free beverages, Free bagels every Wednesday, Social events year-round, At-cost subscriptions to products for family members and friends, Employee discounts at selected merchants and retailers.

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