Associate Product Manager, Fiduciary Services

| Chicago

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

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Technology we use

  • Engineering
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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

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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