Senior Marketing Manager

Drive Marketing Initiatives That Move the Business
As Senior Marketing Manager, your mandate is to own key growth initiatives end-to-end - from strategy through execution and performance. You will be accountable for creating integrated marketing strategies and campaigns that drive measurable results, maximizing engagement, strengthening relationships, and generating revenue.
We're looking for a senior marketer with deep experience in asset management or investment marketing and a proven ability to translate complex investment concepts into compelling, client-focused campaigns. This role calls for a hands-on individual contributor who can think strategically, execute across channels, and consistently deliver impact. You'll lead standout campaigns, bring high-value programs to life, create best-in-class client experiences, and own marketing for select key partner relationships - ensuring every initiative ties directly to business outcomes and brand excellence.
Responsibilities:

• Run standout campaigns: Develop and execute creative, integrated marketing campaigns that cut through the noise and inspire action.

• Elevate value-add programs: Bring key initiatives to life in ways that translate into measurable adoption and lasting value.

• Build best-in-class onboarding: Create experiences that help new clients or partners feel confident, supported, and engaged from day one.

• Own partner relationships: Manage marketing strategy and execution for select platform and distribution partners, ensuring alignment and impact.

• Be proactive and outcome-driven: Anticipate needs, clear roadblocks, and identify the next best step to advance goals.

• Collaborate for impact: Partner closely across Marketing, Sales, Product, and Design to align strategies and amplify results.

• Leverage every channel: Use digital, content, events, and demand generation tools to reach audiences in the most effective ways.

• Measure, analyze, refine: Continuously assess performance, share insights, and optimize for greater impact.

• Challenge assumptions: Ask the tough questions, push creative boundaries, and ensure every initiative has purpose and momentum.

• Experienced in asset management or investment marketing, with a strong understanding of how to engage financial advisors, wealth managers, and investors.

Why This Role Matters
This role is central to how we drive growth in key segments of the business. As we expand across platforms and deepen relationships with advisors and partners, the way we go to market has a direct impact on engagement, adoption, and long-term success.
The Senior Marketing Manager will shape and evolve our go-to-market approach within assigned growth areas - ensuring our investment expertise is brought to life in ways that resonate, differentiate our brand, and strengthen client and partner relationships. While part of a collaborative team, this is a senior individual contributor role with meaningful ownership and visibility, offering the opportunity to directly influence business growth through high-impact marketing.
Who You Are
You are a collaborative, creative, and results-driven marketer who thrives in a high-ownership individual contributor role. You take full accountability for your work, think strategically and creatively, and aren't afraid to challenge conventional approaches to drive impact. You're a strong partner across teams, able to multitask effectively while staying focused on what matters most - delivering measurable business results. You bring energy, initiative, and a strong work ethic to everything you do, and you take pride in seeing ideas through from concept to execution.
Who You Are Not
This is not a people management role, and it's not suited for someone who prefers to delegate rather than drive work forward themselves. It's not for marketers who rely solely on standard approaches, shy away from ownership, or are comfortable following what everyone else is doing. Candidates without experience in asset management or a working understanding of the sales process will not be successful in this role.
This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite. 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. A range of other benefits are also available to enhance flexibility as needs change.
About Morningstar Wealth
Morningstar Wealth is dedicated to empowering financial advisors and the investors they serve. We bring together the strength of Morningstar's independent research, data, and investment principles to support advisors in their work. Our offerings span a suite of investment strategies, including managed model portfolios and separately managed accounts (SMAs). Globally, our investment teams manage over $350 billion in assets under management and advisement (AUM + AUA). Morningstar Wealth partners with advisors worldwide to simplify their practices, scale their impact, and stay aligned with the best interests of investors.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • 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
$95,275.00 - 161,975.00 USD Annual
Inclusive of annual base salary and target incentive
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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.
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