Senior Marketing Manager, Advisor Segment at Morningstar

| Chicago
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The Group:  Marketing and Communications creates integrated communications and campaigns that aim to make the Morningstar brand tribal. Consisting of marketing managers, designers, writers, corporate communications professionals, digital strategists, behavioral scientists, and more, this collaborative team serves our marketing needs across our business. We are data-driven experimenters who work to deliver the right messages to the right people at the right time. We also drive demand by developing go-to-market strategies for Morningstar products. The team works globally to maintain a consistent brand experience everywhere Morningstar serves investors.  


The Role: Morningstar is committed to helping investors meet their financial goals. One way we accomplish this is by offering independent research and great products to the financial community. We believe that when the investor wins, we all win. Our Segment Marketing team is critical to achieving this goal. We are looking for an exceptional marketing leader to drive our advisor segment marketing initiatives, to increase client demand, and accelerate contribution to pipeline.

In this role, you will be responsible for developing and executing the marketing plan for the advisor segment, including wirehouses, broker dealers, online brokerage, RIAs, and emerging advisor fintech, leveraging Morningstar’s complete product portfolio. As a leading voice in the Segment Marketing group, you will help us create visually impactful, on-brand experiences and materials that drive deeper engagement and growth opportunities within our Advisor segment. You’ll be part of a team supporting the orchestration of elegant client engagements, working to bring to life a comprehensive marketing experience that resonates with Advisors.

 

These efforts will require strong collaboration across different teams and disciplines, such as brand strategy, business development, demand generation, and product marketing. The primary focus will be across software, indexes, managed portfolios, and data and research business lines but includes all Morningstar business lines.

 

Responsibilities:

 

Marketing Strategy: Develop the cross-product / cross-firm marketing strategy at the segment level, creating a resonant, brand-aligned voice for Advisors that aligns to product level marketing strategies. The segment strategy serves to enhance product go-to-market objectives and make it easier for customers to more quickly navigate all of the great products and services we offer. Work closely with a design partner to bring key strategic concepts to life across all channels.


Sales Enablement: Tell a compelling story through the development of segment and sub-segment level marketing messages and materials to enable our sales teams. This includes discerning key messages and levels of specificity for the different audiences and personas within the subsegments of the advisor market and connecting high-level segment marketing messages to specific offerings and products. Leverage high-level narratives, product messaging and materials to create compelling and engaging content for field engagement. Work with product marketers to align key segment messages across business units.


Training: Work with the sales and services training teams to ensure a strong training curriculum focused on the nuances of the segment, sub-segment, and personas, developing improved seller credibility as segment experts and enabling a consultative selling experience.


Advisor Segmentation: Partner with the Head of Advisor Solutions, Director of Portfolio Marketing, and our Digital Brand Experience and Marketing Operations teams to better define the advisor market segmentation for the firm.


Public Relations: Partner with the communications team to create an executive visibility plan for the advisor solution leader and, over time, partner with the solution leaders to create a second layer of segment brand ambassadors within Morningstar.

 

Qualifications:

  • 5-7 years of industry marketing experience
  • Proven track record developing and implementing multi-channel marketing programs
  • Knowledge of the financial services industries/segments, traditional and modern marketing ecosystem, industry event landscape and regulatory/legal trends
  • Must be data-driven and understand how to translate marketing metrics into opportunities for action.
  • Deep appreciation for the role of creative and design in marketing effectiveness
  • Significant experience working with dynamic teams and internal stakeholder groups
  • Knowledge of user testing tools such as UserZoom, Usabilla, ChartBeat, and Google Optimize preferred; AEM experience a plus
  • Bachelor’s degree; MBA or other advanced degree/accreditation preferred

 

 

 

001_MstarInc Morningstar Inc. Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • 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
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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