Marketing Manager

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 help individuals achieve better retirement outcomes and for employers to maximize the value of their workplace retirement plans. Workplace is a high growth area for Morningstar and is home to a diverse suite of technology and investment-based solutions. Our unique client base comprises retirement plan providers, sponsors, consultants, participants, and retirement plan advisors. By constantly evolving our solutions and solving our client's problems, we believe we are well-positioned to help individuals build for a better retirement. The workplace marketing team is critical to achieving this mission.

The Role:
The Workplace group is seeking an enthusiastic, results-driven marketing manager to support our live and digital event initiatives, contribute to our overall marketing efforts, and support the marketing team in developing and implementing digital, product-based, and client-based marketing strategies. As the primary person overseeing events, you will be responsible for driving awareness of our retirement products and thought leadership through events and webinars, collaborating with cross-functional teams to complete tasks, and creating unforgettable experiences for our clients and prospective clients. You should expect to spend about 65% of your time on events and the 35% on more traditional marketing projects. This position is based in our Chicago office and will report to the head of workplace marketing.

Responsibilities:

• Manage logistics and deliverables for third-party conferences, client events, and corporate conferences 
• Integrate the latest marketing technology into event processes from registration to onsite experiences 
• Collaborate with cross-functional teams (sales, research, product, design, compliance) to develop session descriptions, speaking proposals, and compelling presentation content
• Develop multi-channel marketing strategies promoting booth location, speaking opportunities, product/feature launches, research updates, and webinars
• Gather and track ROI, engagement analytics, and internal feedback to consistently assess and implement opportunities for improvement
• Maintain detailed event plans and timelines ensuring seamless execution  
• Lead event invoicing and vendor reconciliation, managing against a budget and providing reports to senior marketing and leadership teams
• Proactively develop long-term external and internal strategic partnerships to reach new audiences through live and digital channels

• Identify and research prospective events that align with the Workplace business strategy
• Attend off-site meetings and events, as needed
• Contribute to product launches and the development of sales-enablement materials
• Assist the marketing team in approving, editing and reviewing marketing requests from sales and leadership team
• Develop original content for various marketing initiatives
• Partner with/collaborate across marketing, product, sales, support to develop and execute successful multi-channel marketing campaigns  
• Work with digital marketing team to help drive qualified leads and expand our footprint in an evolving market
• Continuously learn and develop deep subject matter expertise of our solutions, industry trends, prospect profiles, and marketing best practices  

Requirements:

• Complete understanding and application of trade show and event planning principles
• 2-3 years of experience in trade show coordination, event marketing, field marketing, or event planning and management
• Superb project and time management skills; ability to coordinate and oversee multiple projects at one time
• Superb writing and editing skills
• Experience working with and coordinating with third-party vendors
• Experience with enterprise marketing tools such as Eloqua, On24, and Cvent
• Experience with project management software (JIRA), reporting tools, and CRM tools (Salesforce) a plus
• Excellent written and verbal communication skills
• Experience in B2B marketing
• Must be self-motivated and goal-oriented with ability to work independently and with a team
• Technology and finance industry experience a plus
• Bachelor’s degree required