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 Senior Product Marketing Manager for our Advisor Client Experience (ACE) business who is eager to help us drive better positioning, segmentation, and GTM strategy, as well as 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 Role:
Morningstar's Advisor Client Experience Software (ACES) group is looking for an experienced product marketer 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.
We are looking for a confident, data-oriented, customer-focused, self-starter who can work effectively in a highly collaborative team setting. 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 and will be an integral part in building the Product Marketing function for this business unit.
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.

• 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.

• 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.

Qualifications:

• 4+ years of marketing experience in financial services, SaaS or software/technology firms 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.

• 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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