Director of Operations at Morningstar
The Director of Operations will be responsible for creating a team structure which supports operational excellence and cross-training. The role is also responsible for ensuring operational risks are appropriately managed and for providing key support to product development initiatives.
• Lead and execute operations processes in support of the Managed Account, Fiduciary Services and Custom Models services
• Contribute to the success of the products by working with service providers and functional areas within Morningstar
• Run all operations functions and resources, with a focus on continuous process improvement, automation and use of global operations support model.
• Partner with Client Solutions segment and Business Development and Sales leaders to determine if and how Morningstar should pursue opportunities
• Coordinate with Product Managers to align operations with product services
• Drive process automation through robotic process automation (RPA)
• Establish, monitor and report on key performance indicators (KPIs)
• Lead and mentor team members and support career growth and continuous learning
• Experienced leader with team-building ability.
• A minimum of three to five years of management experience is preferred.
• Customer-oriented with a strong service mentality.
• Strong oral and written presentation skills, as well as experience presenting to external clients.
• Bachelor’s degree
• Motivated, self-starter with excellent interpersonal, analytical, and problem-solving skills
• Excellent time management, organization, documentation, project management, and SOP creation skills
• Ability to work both independently and in a collaborative environment
• Excellent attention to detail
• The candidate should be able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar`s core values.
Nice to have
• A MBA, CFA, or other advanced degree/accreditation is strongly helpful
• Knowledge of industry rules and regulations, especially the Investment Company Act of 1940, Securities Act of 1933, and Securities Exchange Act of 1934 is desirable