Senior Product Marketer, Investment Management at Morningstar

| Chicago
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Morningstar is committed to creating great products that help investors reach their financial goals.  For the investors, institutions, and advisors who prefer to entrust their investment management decisions to us, we support them by delivering long-term investment results. The Global Product Marketing team strives to engage investors to invest or remain invested in our offerings by creating compelling stories that brings our investment philosophy to life through marketing content that is leveraged globally. 

 

We seek to demystify investing through transparency and understanding of our core investment principles which drive every investment choice we make. We accomplish this through communications that balances openness and accessibility with authenticity and accuracy, while respecting the regulatory requirements and industry practices that define our market. 

 

We are looking for a senior product marketer to join our investment management marketing squad. The successful candidate will collaborate with the channel and regional marketing managers to plan a variety of marketing campaigns, while managing the production process execution to ensure sales and distribution partners have the knowledge and tools required to promote the Morningstar Investment Management value proposition and philosophy.

 

 

Job Overview

 

The Senior Product Marketing Manager will be responsible for all elements of our product marketing functions – including product positioning and sales enablement. As an Investment Management product marketer, you will be helping us to better understand our products’ position in the market, our competitive landscape and the effectiveness of our sales collateral. Beyond these projects, your responsibilities will include establishing best practices around product launches, executing those launches, working across our sales, relationship management and channel marketing teams to lead the development of a full library of high quality sales enablement assets/tools, working with our product team to help meet market needs and the development of a customer research operation. To accomplish this, you’ll need to have strong communication skills, an analytical mindset, a love of product marketing, a passion for cross-functional collaboration and experience in a high performing product marketing group. You should love thinking strategically but get even more excited by rolling up your sleeves and producing a lot of high quality work. As we grow our marketing team, we are looking for an entrepreneurial mindset with a strong desire for building a team and implementing best practices.

Job Responsibilities

  • Business results – Actively seeks to drive business results by identifying opportunities to develop and strengthen our product marketing materials and messaging in accordance to client- and/or regional-specific requirements. Takes responsibility for creating and continuously improving product-specific marketing literature and sales tools.
  • Positioning – Work with Channel Marketing, Product Management, and Investment Management teams to Craft clear value proposition and competitive positioning for Morningstar® Managed PortfoliosSM and other related services; Tailored per audience- advisor and end investor;
  • Integrated marketing - Optimize materials for search and user experience for all content channels including online, social media, email, point of purchase, mobile, video, print and in-person.
  • Sales enablement – Collaborate with the Director of Channel Marketing to develop and manage a range of product collateral leveraging content from our global investment thought leaders, ranging from one-page sales ideas to longer-form articles or brochures that are easy to understand consume by advisors and investors.
  • Marketing assets & materials – Work with the channel, digital and design teams to develop external facing sales and marketing collateral for existing and new products.
  • Product launches – develop go to market strategies of new product launches and updates, coordinate the cross-departmental marketing efforts of the release, and report on success of launch.
  • Marketing analysis & competitive intelligence – work with Product and other Marketing teams to lead customer research, segment analysis, user personas, competitive analysis, and product positioning.

 

Technical Knowledge, skills, education and experience

  • 5+ years of experience in product marketing or product management
  • Intuitive project manager with experience supporting a number of products across several segments and personas
  • Demonstrated experience building go to market strategies and compelling sales enablement collateral
  • Strong written and verbal communication
  • Exceptional critical thinking, analytical and quantitative skills
  • Confident self-starter with proven leadership and ability to work in matrix organization 
  • High degree of organization and ability to manage multiple, competing priorities simultaneously
  • BA/BS degree, MBA or master’s in communications or marketing a plus
  • Investment product knowledge is helpful, not required; digital marketing or social media certifications a plus 

 

Morningstar is an equal opportunity employer. 

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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
    • Maria DBDatabases
    • 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 stand up
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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