Senior Director of Revenue Marketing

| Chicago
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The Group
Morningstar's Investment Management group is a global team guided by Morningstar's mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar's unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.
The Role
We're looking for a passionate, metrics-driven revenue marketer for the Senior Director of Revenue Marketing who is a player/coach leader. This person will ensure Morningstar Investment Management has a predictable, scalable revenue engine in place. They will oversee marketing ops, analytics, demand gen, campaigns, website, email marketing and all associated teams. To drive revenue, they will be a key partner with sales and marketing to ensure that every element of the funnel is optimized and delivering results.
This role will be reporting to the Managing Director, Americas who is responsible for revenue generation across the region. They will collaborate heavily with the Head of Marketing to align with product marketing, content, channel, PR, communications and brand. We prefer for this position to be located in our Chicago office but will consider candidates working remotely in the United States where Morningstar is registered to conduct business.
Responsibilities:
  • Oversee the creation of the revenue marketing operating plan that is designed to ensure we achieve all revenue goals in the business
  • Lead the marketing ops and campaign teams, with responsibility for demand gen, marketing automation, marketing analytics, website, campaigns, including content and design, and email marketing
  • Collaborate heavily with product marketing to design and execute campaigns consistent with the target segments leveraging value propositions and key messages to create high conversion integrated marketing campaigns
  • Oversee team that manages full funnel metrics, and ensure that we are providing insights and visibility for the entire marketing org to inform decision making
  • Oversight and cross functional alignment of our integrated demand generation strategy and associated initiatives to support our aggressive pipeline goals, increase the number of qualified opportunities, accelerate pipeline velocity and pipeline creation
  • Build multi-channel inbound and outbound campaign strategy that aligns messaging to the target audience to capture interest and drive demand. Includes Search engine optimization (SEO), Search engine marketing (SEM), and digital advertising and email, direct mail, content marketing, and coordinated internal sales outreach
  • Demonstrate a strong understanding of key customer-centricity metrics e.g. CAC, CLV etc. and use those metrics to set target thresholds per customer segment; experiment with new channels, techniques, and messaging to scale advertising spend as quickly as possible
  • Have a deep understanding of our ideal customer profile and buyer characteristics and ensure that all demand programs are well aligned to our target buyers
  • Forecast, measure, analyze and report on the impact of demand creation activities on sales pipeline, revenue and sales cycle length
  • Establish and manage quarterly and annual key performance indicators and budgets to ensure spend is allocated to the highest-performing marketing tactics and demonstrate marketing contribution to revenue to leadership
  • Oversee implementation of best practices in database management to increase data integrity and market reach across geographies; support marketing database strategy and data requests
  • Implement testing methodologies to enhance the demand creation process, including response and conversion rates and multivariate testing
  • Oversee the marketing tech stack and ensure that we have the best tools in place to drive process efficiency
  • Ability to translate complex data into simple, actionable terms for the sales and marketing teams
  • Build and maintain strong relationships with peers in marketing, sales, product, technology and finance organizations

Qualifications
  • 10+ years of relevant B2B marketing experience including experience leading a marketing team
  • A Bachelor's degree is required
  • Demonstrated experience and success across all areas of demand generation, campaigns and marketing ops/analytics
  • Clear, effective communication skills and experience in a collaborative, transparent, and hands-on environment
  • Quantitative and technical skills preferred
  • Experience applying data-driven techniques to inform marketing activities
  • Experience working with Google Analytics, Adwords, Eloqua (or another MAP), Salesforce, a data visualization tool, and ABM platforms preferred
  • Demonstrated ability to lead a marketing team including coaching and developing talent
  • Experience winning market share and hitting a revenue target

002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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Technology we use

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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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