Head of Product Marketing - Professional Software

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The Opportunity: Morningstar’s mission is to empower 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 Head of Product Marketing for our Professional Software Business. The Professional Software business is a home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed software products that empowers our clients. The group’s product management, product development, product marketing and client success teams collaborate with our Sales, Client Solutions group to help provide clients with relevant products and bundled solutions.

The Role: We are looking for an experienced leader to assume overall global responsibility for the marketing strategy of Morningstar's Professional Software business and ensure the success of a dynamic and growing team. In this role you will have the opportunity to launch new and innovative products within an established software ecosystem, define go-to-market strategies, and retention programs. You will partner and define strategies with Morningstar’s CMO and central marketing organization to extend the brand reputation and creative experiences, as well as partner and execute on global campaigns with Morningstar demand generation center and international operations. You will be responsible for leading a team of 8-12 product marketers as well as matrixed campaign, operational and creative team members, and a seven figure marketing budget. Reporting to the Head of Software Products, you'll be a member of the group’s executive team, and responsible for defining and driving marketing resource needs across the group. This position is located in one of our major offices, preferably in Chicago.

 

Responsibilities

  • Partner with product and functional executives in defining go to market strategies globally.

  • Ensure product messaging is compelling and consistent with the Morningstar mission.

  • Develop high-level, needs-based campaign themes that transcend multiple products.

  • Launch new offerings. Integrate launches to campaigns as reasonable.

  • Prioritize and allocate marketing resources thoughtfully.

  • Set, oversee, and communicate measurable marketing objectives.

  • Hire and coach top talent.

  • Be a trusted voice bringing knowledge of the marketplace into all our thinking and planning.

  • Evangelize. Act as a key spokesperson at industry events, to the media, to industry influencers, customers, and other key audiences.

  • Collaborate with demand center to create sales tools and enablement plans.

  • Partner with our behavioral science team to promote test and learn experiments and mindset.

  • Continuously learn and develop deep subject matter expertise of Morningstar solutions, industry trends, prospect profiles, and marketing best practices.

 

Qualifications

  • 15+ 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.

  • Experience managing multiple products in a marketing portfolio.

  • Executive 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 investing, 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.

  • Bachelor's degree; MBA or advanced degree preferred.

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Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

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
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
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.
Diversity
Dedicated diversity and inclusion staff
Mandated 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 insurance
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision insurance
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health insurance
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.
Financial & Retirement
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
Charitable contribution matching
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
Childcare 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.
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
Office Perks
Commuter benefits
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
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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