Director, Product Marketing, Software at Morningstar

| Chicago
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Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent data, research and great products to the financial community. We believe that when the investor wins, we all win.  

 

Our Product Marketing team is critical to achieving this goal. We are looking for a Director, Product Marketing for our Software Product Marketing team focused on our global financial planning portfolio. This leader deeply understands how important it is for financial professionals to engage with their clients to produce financial plans and provide the behavioral coaching to stay committed to their plans. He/she can translate the sophisticated technical capabilities of our financial planning capabilities and tools into clear benefits for financial advisors and the clients they serve.  

 

In partnership with our marketing, product management, sales and service teams, you’ll be responsible for crafting the go-to-market strategy, positioning, messaging, competitive analysis, and sales enablement materials to deliver business growth. You will collaborate with marketing managers in local markets to develop, execute, and optimize multi-channel campaigns to launch new products, drive demand, generate leads, and influence sales pipeline for new prospects as well as existing clients. You will have an opportunity to build and/or extend product marketing teams in the US, Canada, Australia and United Kingdom in support of our growth targets and ensuring recent acquisitions are successfully integrated into Morningstar. Impact will be measured by increased sales pipeline and closed business conversion rates globally, shortened sales cycles, and market share growth over time. This role reports to the Head of Product Marketing, Software and sits on the leadership team of the financial planning product organization. 
 
Responsibilities include:  

  • Deeply understand our buyers and the investor clients they serve. Whom they are, what their aspirations are, what their pains are, whom they trust for information, where they get it and how they prefer to buy technology. 
  • Lead and coach cross-functional teams focused on bringing new products to market and expanding existing businesses. 
  • Craft the segmentation, positioning, messaging and competitive analysis for successful go-to-market plans. 
  • Partner with our market research and product management teams to develop the research agenda for ascertaining gaps in the market, helping to drive new product development, packaging, pricing, positioning and messaging.  
  • Collaborate with marketing managers, product, sales, and support teams to design, execute, and optimize multi-channel marketing campaigns to generate demand and drive new client acquisition as well as expansion opportunities with existing client accounts.   
  • Develop sales enablement and client-facing assets to clearly define the benefits of Morningstar’s financial planning portfolio for financial advisors, globally.  
  • Interact with clients in the development of testimonials and other materials to support marketing programs and enrich sales materials. 
  • Collaborate with our business analysts to measure, analyze, and report on the success of product marketing programs monthly, quarterly and as requested with executive stakeholders to identify opportunities to continuously improve our outcomes relative to our goals. 
  • Engage with clients and prospects at industry events and in sales cycles as a subject matter expert.  
  • Brief industry analysts and press as necessary to support new product launches and to keep Morningstar’s innovation top of mind. 

 

Qualifications:  

  • 10+ years of product marketing experience in SaaS or software/technology firms. Experience in financial services technology is a plus. 
  • Track record of successfully leading cross-functional teams to develop and execute go-to-market strategies and multi-channel marketing programs helping coach them to their full potential and driving a spirit of continuous improvement. 
  • Excellent presentation skills to all types of audiences, including executive leadership, clients, and partners.  
  • Must be data-driven and understand how to translate marketing metrics into opportunities for action. 
  • Self-starter and passion for “doing the impossible;” committed to testing, learning, and iterating. 
  • Previous experience partnering closely with sales teams to deliver sales enablement assets/training and having accountability for influencing sales pipeline development and participating in client engagements. 
  • Experience developing, delivering and optimizing annual and multi-year strategic marketing plans and accompanying budgets. 
  • Certifications and/or experience working in an Agile environment and using Jira, Eloqua, Adobe Experience Manager, Tableau, Google Analytics, On24, wikis, and Yammer, or similar. 
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Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

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
Disability insurance covers 60% of annual salary up to $15000 monthly maximum payout.
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
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
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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