Associate Product Manager, Fiduciary Services
The Role
Morningstar seeks an Associate Product Manager to work with the VP, Product Management on the Fiduciary Services product. Morningstar’s Fiduciary Services helps mitigate the risk a plan fiduciary takes on by providing an investment selection process, a diversified plan lineup, regular documentation, plan monitoring, and additional fiduciary support. As a fiduciary, we are responsible to:
- Act in the sole interest of participants
- Ensure fees are reasonable
- Exercise prudence in selecting suitable investments and administering the plan
- Provide a lineup of diversified investments
- Follow plan documents
Responsibilities
- Act as Product Owner of an Agile scrum team
- Help write detailed user stories to explain a change to the product from a user’s perspective
- Identify relevant business or technical requirements related to a particular user story
- Closely collaborate with engineering, design, and UI/UX to deliver a best-in-class user experience and drive implementation of new product functionality
- Understand how the business strategy relates to product strategy and execution
- Support the prioritization of product changes and the creation of the product roadmap
- Help support the operational aspects of the product, including client and user support
- Help with various client-related discovery and projects/implementations
Required Skills and Requirements
- Knowledge and experience in working with the Agile development framework, including writing user stories
- Technical experience or the willingness to gain technical knowledge to effectively communicate with scrum team engineers and prospects/clients
- Ability to present to clients and prospects, both over the phone and in person
- Ability to communicate and work cross-functionally
- A passion for retirement planning and helping investors
- An eye for great user experiences that encourage behavior change and deliver business results
- Ability to effectively prioritize and execute tasks in a fast-paced environment
- Previous knowledge of the retirement industry would be considered a plus
- A bachelor’s degree is required
002_MIMLLC Morningstar Investment Management LLC Legal Entity