Head of Client Solutions, Asset Management at Morningstar

| Chicago
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The Area: The Client Solutions functions sits within Morningstar’s Sales and Client Service Unit. This critical function leads Morningstar’s go-to-market (GTM) strategy and execution for the Asset Management Segment. The Asset Management client segment includes firms that build, market and distribute investment management products. 

Morningstar segment solution leaders set the GTM strategy for their segments, serve as Morningstar’s industry experts and thought leaders, participate in industry events and conferences, and actively engage with clients to develop new business opportunities based on Morningstar’s extensive portfolio of leading capabilities. Morningstar markets a broad range of solutions including independent investment research, software, analytics and data for client decision support as well as both index capabilities and investment management capabilities. 

In addition to the external facing responsibilities, Segment leaders collaborate with internal teams on market analysis and strategy, product strategy, product marketing, and sales planning and execution. 

The Role: 
Reporting to the Chief Revenue Officer, the Head of Client Solutions, Asset Management role leads overall go-to-market responsibility for our Asset Management segment in North America. The segment leader serves in a strategic business development capacity, leading GTM strategy and execution across the asset management industry. This leader possesses a strong understanding of the asset management industry, competitive dynamics, emerging trends, and disruptive forces. Both strong working knowledge of front office business transformation and knowledge of investment product creation, product management and product marketing and distribution are critical. This leader also possesses a strong working knowledge of the Advisor segment, comfortable with all advisor firm types including registered investment advisors (RIA), regional and independent broker dealers, online / discount brokerage, wirehouses, and robo-platforms. This leader will work with Product, Marketing and Sales to set priorities for addressing the market opportunity and executing marketing and sales activities against the strategy. This is based at Morningstar headquarters in Chicago, IL. 

Responsibilities 
Product and Segment Strategy (30% time) 
• Work with the leadership from sales, product, research and marketing to develop Morningstar’s strategy for the Asset Management segment including both short- and long-term priorities, as well as revenue and profit goals. 
• Understand the complete Morningstar portfolio including, products, assets, IP and thought leadership. With matrix leadership, prioritize, package and position these capabilities for the unique needs of the asset management segment. 
• Influence the product roadmap and product development process based on firm understanding of marketplace dynamics, trends, challenges and opportunities. 
• Work with Head of Client Solutions, Advisor Segment to identify trends to fully understand end to end investment management business and implications for Morningstar product development and marketing. 

GTM and Client Engagement (70% time) 
• Collaborate with marketing to influence and shape the GTM strategy for the Asset Management segment, prioritizing products, capabilities and solutions. 
• Contribute to the development of key marketing strategies and programs for the segment. Work with Head of Global Sales Training and Development to ensure effective segment curriculum development and training for regional sales teams. 
• Work in matrix capacity to lead, coach and co-sell with 20+ Client Sales Executives and other client facing resources. Coach the sales team on effective client engagement in the Asset Management segment, continually improving the sales team’s client facing skills. 
• Engage with key executives / c-level leadership at clients on strategic business development. 
• Achieve required sales and business development targets with sales team: Identify, qualify, progress, and close new business opportunities. 
• Network with key industry thought leaders and influencers to position Morningstar’s POV and capabilities. 
• Perform speaking engagements at both Morningstar and industry events. 
• Continually improve and evolve Morningstar’s segment communications strategy. 
• Serve as Morningstar host for the Asset Management Forum and other key executive events. 

Requirements 
• Experienced leader with an entrepreneurial mindset 
• Client-centric with a strong client engagement and service mentality 
• Strategic and analytical thinker 
• Charismatic leader and great team player 
• Competitive, results-driven sales leader. 
• Strong oral and written presentation skills 
• Comfortable with frequent public speaking and presentations 
• Passionate about the asset management and wealth management business and with Morningstar’s mission of helping investors achieve their goals. 
• Industry subject matter expert with deep expertise on all aspects of strategy and operations within the asset management business. Possesses comprehensive knowledge of key functions, business processes, workflows, industry ecosystem. 
• Strong network and extensive relationships in the Asset Management industry. 
• Understanding of regulatory environment and impact on the Asset Management industry. 
• Understanding of the competitive landscape for data, software and analytics technologies. 
• Bachelor’s degree is required; MBA, CFA, or other advanced degree/accreditation is strongly preferred. 
• This role requires 60%+ travel 


 Morningstar is an equal opportunity employer. 

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Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional 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.

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