Head of Client Solutions, Institutional Investors

| Chicago
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The Area: The Client Solutions function sits within Morningstar's Marketing, Sales, Business Development and Services Unit and leads industry segment business and go-to-market strategy across Morningstar's business lines. The Institutional Investors client segment is generally defined as institutions that own the underlying assets but entrust the management of those assets to an asset manager. This includes pension funds, foundations and endowments, sovereign funds, family offices and the investment consulting firms that advise these organizations. Morningstar markets a broad range of solutions including both analytics and data for decision support and investment management services. The portfolio encompasses a broad range of capabilities including independent investment research, software, analytics, and data with leading brands including Sustainalytics ESG solutions, Morningstar Indexes, PitchBook private equity data and research, Morningstar Direct, and Morningstar DBRS credit ratings solutions.
The Role: Reporting to the President of Morningstar Indexes and the Chief Revenue Officer, the Head of Client Solutions, Institutional Investors role leads overall segment and GTM strategy for Morningstar's Institutional Investors segment in North America across all relevant business lines.
Solution leadership roles have two primary responsibilities: 1) Segment Business and GTM strategy, 2) Marketing and Client Engagement. With respect to Segment Business and GTM Strategy, segment leaders collaborate with internal executives and leadership teams across Corporate Strategy, Product, and Marketing functions to identify market trends, develop the overall segment strategy, influence product / solution strategy, and develop the GTM strategy.
In terms of Marketing and Client Engagement responsibilities, the segment leader accelerates growth and amplifies Morningstar's mission and capabilities by serving as the segment thought leader, participating in industry events and conferences, advising on high impact marketing campaigns and events, and actively engaging with the sales teams to develop client opportunities based on Morningstar's portfolio of leading capabilities.
The preferred location for this position is our Chicago office.
Responsibilities:
Segment and Product Strategy
  • Understand the full capabilities of the existing Morningstar portfolio including products, assets, and other intellectual property and identify gaps and opportunities for capabilities expansion within the Institutional Investors segment.
  • Work with the leadership from product, marketing, and sales to develop Morningstar's strategy for the Institutional Investors segment including product and solution strategy, product roadmap prioritization, and GTM planning and execution.
  • Influence the product roadmap and product development process based on solid understanding of segment marketplace dynamics, trends, workflows, use cases, and other customer needs.
  • Serve as a constant source of innovation and recommendations (build, buy, partner) back to the Product teams based on strong knowledge of the Institutional Investors segment trends.
  • Collaborate with product teams to evaluate external partnerships, alliances, and other strategic relationships within the ecosystem to continually develop end to end solutions and capabilities.
  • Work with counterpart in Asset Management segment to identify trends to fully understand end-to-end spectrum of product manufacturing and distribution.
  • Advise business unit and product leadership on implementation of the segment strategy as it is developed and refined.

Marketing and Client Engagement
  • Collaborate with marketing to influence and shape the GTM strategy for the Institutional Investors segment and contribute to the development of key marketing strategies, segmentation, programs, and sales enablement strategy for existing offerings within the segment.
  • Coach sales leadership and individual contributors on effective client engagement in the Institutional Investors space, continually improving the sales team's effectiveness.
  • Work with Head of Global Sales Training and Development to ensure effective segment curriculum development and training for regional sales teams.
  • Engage in field sales and business development activities with executive-level audiences at existing and prospective clients. Execute sales business development activities for the identification, qualification, and progression of new business pipeline from existing offerings.
  • Achieve required sales and business development targets in the Institutional Investors segment.
  • Participate in speaking engagements at Morningstar and other key industry events serving as Morningstar's segment expert and thought leader to continually enhance and expand Morningstar's presence in the Institutional Investors segment ecosystem.

Qualifications:
  • 10-15+ years' experience with institutional investors, including pension funds, foundations and endowments, sovereign funds, family offices and investment consulting firms.
  • Entrepreneurial and growth mindset to help propel our efforts in a unique growth segment for the firm.
  • Passionate about the financial services business and empowering investor success.
  • Subject matter expert with deep knowledge and expertise of key trends across various Institutional Investors segments and the asset management community that serve them.
  • Comprehensive knowledge of the Institutional Investors segment business processes, workflow, operations and the leading technologies and services.
  • Strong business and personal network with client and firm relationships in the Institutional Investors segment and extended ecosystem including chief investment offices and other senior level contacts.
  • Solid understanding of regulatory environment and impact on the Institutional Investors segment.
  • Understanding of industry software and technology platforms and ability to effectively and credibly engage in technology-related topics with clients.
  • Strong oral and written presentation skills. Confident and effective at public speaking and large audience engagement.
  • Entrepreneurial mindset, client-centric, outgoing, strategic, analytical, natural collaborator, competitive, execution mindset.
  • Bachelor's degree; MBA, CFA, or other advanced degree/accreditation is strongly preferred.
  • Ability to travel 60%+.

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
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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
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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