About the Role
We are seeking a dynamic marketing leader to create and execute the GTM strategy for our Investment Management products including Managed Portfolios and Mutual Funds. In this role you will partner with colleagues on the investment teams, marketing, sales, segment, creative, editorial, operations, compliance, and legal to develop and drive marketing strategy, segmentation, and positioning. The ideal candidate will bring a combination of the strategic thinking, growth marketing expertise, and deep understanding of financial products and the intermediary market. This position is based out of our Chicago office where hybrid attendance is required or remotely out of the greater Boston area.
Job Responsibilities

• Effectively partner with colleagues on investment teams, marketing, sales, channel, creative, editorial, operations, compliance, and legal to develop and drive marketing strategy, segmentation, and positioning.
• Develop and leverage advisor, competitor, NPS and internal insights to inform all aspects of product positioning, messaging, and go-to-market plans
• Create powerful narratives and distill the complex into simple, concise messages.
• Enhance all product materials to evolve product value proposition and drive greater engagement
• Connect our brand, relevant investment capabilities and thought leadership with product positioning and messaging
• Build strong working relationships with internal and third-party compliance to ensure regulatory requirements are met
• Measure, analyze, and report on the success of marketing programs as required with key stakeholders to identify opportunity to continuously improve our outcomes relative to our goals
• Partner with all stakeholders to ensure revenue targets and objectives are met

Qualifications

• Bachelor's degree required, preferably with an emphasis in marketing or communications
• 10+ years of relevant investment product marketing experience preferred
• Understanding of financial and investment technology platforms such as turnkey asset management programs (TAMPS) and their capabilities
• Confident self-starter who is willing to take ownership of initiatives from strategy to execution with excellent organizational skills and attention to detail
• Strong written/oral communication capabilities
• Ability to excel in a fast-paced environment where deliverables may change as client needs and strategy evolves
• Series 7 preferred
• Genuine interest in knowing and understanding our clients and the financial services industry

002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.