Product Marketing Manager, Advisor Client Experience Software

| Chicago

The Group:
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 Product Marketing Manager for our Advisor Client Experience Software (ACES) business who is eager to help us drive crisper positioning, segmentation, and GTM strategy, as well as act as a critical partner to product on synthesizing and acting on client feedback. He/she can translate the sophisticated technical capabilities of our software capabilities into clear benefits for Enterprises, their financial advisors and the clients they serve.

The Advisor Client Experience Software (ACES) Product group is the 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 delight our clients. We are especially focused on creating software solutions for financial advisors at larger enterprise firms and smaller firms. In this role, you will collaborate across product management, product development, client success, service teams, and sales to launch and deliver successful campaigns.

The Role:
Morningstar’s Advisor Client Experience Software (ACES) group is looking for an experienced Product Marketing Manager who can lead GTM launches, deliver impactful positioning, and has a proven track record of sales enablement. This person will deliver on product marketing priorities across our software solutions: Advisor Workstation (AWS) and Enterprise Components (Digital Components and API solutions) and Mobile companion solutions.
We are looking for a confident, data-oriented, customer-focused, self-starter who can work effectively in a highly collaborative team setting. This role should be comfortable creating and delivering multi-channel campaigns to launch new products, drive demand, generate leads, and influence sales pipeline for new prospects as well as existing clients. Success will be measured by client retention, client satisfaction (NPS), increased sales pipeline and closed business conversion rates globally, shortened sales cycles, and market share growth over time.

This role reports to the Director for Product Marketing for Advisor Client Experience Software (ACES) and will be an integral part in building the Product Marketing function for this business unit.

 

Job Responsibilities

• Craft and execute the go-to-market strategy for new product releases, including positioning, content development, service enablement, and sales enablement to deliver business growth, which includes retaining existing clients and attracting new clients.
• Lead key projects to upgrade our 150,000 Advisor Workstation subscribers to the next generation of our flagship software platform.
• Partner with marketing and product to create and execute a content and customer acquisition plan for our digital delivery choice Digital Components (EC) and API solutions.
• Coordinate continuous user research to validate the market problems to solve, through regular user research groups. Deeply understand our buyers and the investor clients they serve, and constantly bring actionable new market/client insights back to the team.
• Build out competitive analysis/landscape for the business unit and create sales enablement toolkit to support client conversations.
• Epitomize a test, learn, iterate mindset to launch and optimize multi-channel marketing campaigns that generate demand and drive new client acquisition.
• Audit current portfolio of sales enablement and client-facing assets. Use findings to present a plan for on-going optimization and advocacy as well as how to increase engagement of sales team.
• 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.
 • This role does not currently have direct reports but will have the opportunity to lead rotational program associates for more complex projects

 

Qualifications

• 4+ 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 GTM initiatives that have proven business results and customer satisfaction.
• Exceptional prioritization skills within a dynamic environment.
• Powerful communication skills for internal and external outreach and advocacy. Portfolio of content creation to showcase different communication styles/approaches, a plus.
• 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.
• 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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Technology we use

  • Engineering
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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
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
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
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
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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