The Group: Morningstar's mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means creating products and solutions that put individuals on the path to better retirement outcomes and for employers to maximize the value of their workplace retirement plans. Workplace is a high-growth area for Morningstar and houses a diverse suite of technology and investment-based solutions. Our unique client base comprises retirement plan providers, sponsors, consultants, and retirement plan advisors. By constantly evolving our solutions and solving our client's problems, we are well-positioned to help individuals achieve a better retirement. The workplace marketing and design team is critical to achieving this mission and bringing this mission to life.
The Role: In this role, you'll be responsible for working with the marketing team leads to develop product and user engagement content as well as working with our design group to write UX copy (user interface content for our digital products). A good portion of your work, however, will be to develop outreach campaigns that drive user engagement and retention within one of our consumer-focused retirement products. You also will work with other team members on various marketing strategies and on the overall creative direction of the marketing department. This role will report to the head of Workplace marketing and is based in our Chicago office.
Job Responsibilities

• Work with our engagement and adoption team to support their outreach efforts to users of our services
• Write content for a range of marketing collateral, including one sheets, brochures, emails, FAQs, and presentations
• Collaborate with marketing, UX design, sales, and product stakeholders to develop and refine marketing collateral and product messaging
• Work with our UX design group to create content for our software interfaces/apps
• Become familiar with the workplace retirement plan industry and the products and services offered by the Workplace department of Morningstar Investment Management
• Develop a knowledge of basic retirement planning concepts to help you write communications and materials for users of our robo-advice solution
• Work closely with the compliance team to produce content in line with regulatory and legal standards
• Proofread and edit content created by the marketing, research, and product teams

Qualifications

• A bachelor's degree is required
• A degree in journalism, English, communications or experience with writing for B2B products is a plus
• Excellent writing and communications skills
• Familiarity with AP Style
• Willingness to learn on the job, particularly about basic retirement planning concepts and the retirement plan industry
• Self-starter able to set deadlines and manage work efficiently
• Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills
• Excellent attention to detail

Nice to have
Please include writing samples.
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