Director of Marketing, Retail Investing Services and Experiences at Morningstar (Chicago, IL)

| Chicago
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About the Role

This role is at the Director level and will be part of the Retail Investing Services and Experiences Marketing team to grow the data business across the industry.


Job Responsibilities

• Minimum of 12-15 years professional experience directing complex go-to-market programs, with experience from one of the following areas preferred: information, analytics, informatics, B2B data, big data, data science, technology services, financial services, insurance and/or other similar fields.
• Must have experience working for large companies in a matrix structure and global.
• Align with the Product Management teams to drive strategy around product positioning for existing products and new launches.
• Be the data portfolio expert and work with the industry's most respected sales team to develop plays and GTM programs that help drive pipeline, find new buyers, and cross-sell into existing accounts
• Build and elevate a web presence for our data capabilities, data types, data catalog, integrating our Masterbrand site, sandboxes, and developer sites.
• Collaborate across Sales and Product to develop a holistic perspective across our solution set with a view to drive market segmentation and analysis, understand target segments and needs, define ideal customer profiles and personas, identify emerging market segments, prepare market and solution forecasts.
• Collaborate on business cases showing market sizing, opportunity analysis, key messaging, pricing analysis, competitive reviews and ROI, with supporting analysis for new ideas and opportunities. Communicate plans across Marketing, Finance, Product, Sales, and senior management
• Work with our internal demand gen teams to hone the strategy and marketing programs that drive demand for our data. Be proactive in recognizing where your parts of the business may need marketing support and the effective levers to pull.
• Communicate effectively and often to ensure all stakeholders are aligned.
• For key product launches, help orchestrate market validation, value props, customer insight, VoC activities for go-to-market across the organization.
• Participate in all steps of projects including but not limited to: proposal drafting, survey design, questionnaire writing, data analysis, report writing and delivery, presentation, and post mortem.
• Drive successful project execution, collaborating with senior team members and providing input/oversight to junior team members in coordinating logistics with internal & external operational teams (programming, fieldwork, facilities, moderators, data processing), and partnering with these teams to drive projects forward on stringent timelines.
• Translate data into actionable insights and recommendations through reports and presentations.
• Serve as a trusted expert in relevant trends impacting key clients, staying abreast of product, service, and competitive developments.



• Seasoned marketer with at least 12-15 years experience in marketing roles including data, data sciences, information, analytics, Developer Marketing or Technical Product Marketing.
• Deep understanding of the data, information, analytics, developer audience and experience creating business owner and developer campaigns and messaging to that audience
• Strong verbal and written communication skills
• Proven track record of successful product launch and positioning activities, driving significant revenue growth
• Ability to take initiative and ownership and effectively leverage resources to successful outcomes without constant direction
• Strong team leadership and organizational skills with demonstrated expertise in communication and public speaking
• Must have ability to effectively communicate across all levels of an organization, including to executive stakeholders
• Outstanding project management skills, attention to detail and bias towards execution
• Experience with agile environments and a “get-it-done” attitude
• Results-driven: deep sense of accountability and the ability to drive large projects from start to finish
• High energy and passion for the job
• Ability to work well under pressure and manage multiple tasks simultaneously.
• Strong organizational and analytical skills
• Curiosity and passion for testing and experimentation.
• Strong writing, editing, and communications skills.
• Proven track record of managing projects from conception through successful release
• Management strengths as a transformative leader, motivator and change agent.
• Has an ability to guide, obtain and translate internal and client feedback into actionable items, and provide insightful recommendations throughout the project lifecycle.
• Has phenomenal attention to detail and a passion for delivering the highest quality and error-free websites.
• Has a strong track record of delivering work above expectations, on time, and on budget.
• Is comfortable leading C-suite level conversations and relaying our team's creative visions and goals in a way that exceeds client expectation
• Passionate about data-driven approach and can think strategically to draw out big picture correlations, predictions, and recommendations
• Strong visualization capabilities
• Internally-motivated self-starter who continuously strives to get things done, regardless of challenges encountered
• Critical thinker, able to understand and respond to complex questions from clients and lead the development of research plans as well as deliver game-changing insights
• Team player able work collaboratively and/or initiate and drive projects to completion with minimal oversight



001_MstarInc Morningstar Inc. Legal Entity

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Technology we use

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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.


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.


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.

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 sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
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
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
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.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
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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