Director of Product Strategy, Individual Investor, U.S.

| Chicago

The Group: The Individual Investor business unit at Morningstar creates great products that help individual investors meet their financial goals. Our ambition is to be a trusted, lifelong partner to individual investors, helping them confidently accomplish their investing jobs. We serve investors directly through our branded experiences focusing on utility, speed, delight and differentiation. These investors actively monitor their investment portfolios, and they research markets and new investments. Additionally, they seek the empowerment and investment independence that Morningstar provides for them, and they find investing enjoyable.

The Role: Director of Individual Investor Product Strategy (U.S.): Reporting to the Head of the Individual Investor (U.S.) business unit, the Director of Individual Investor Product Strategy (U.S.) is the leading subject matter expert for our business. You will execute a strategy identifying needs of retail investors to buy and sell investments, set investment goals, and manage their portfolios. You will also develop product strategy for our core direct-to-consumer business lines in the U.S. The ideal candidate must have familiarity with portfolio management practices as well as tools and services investors use to select, manage and monitor their investment portfolios. Additionally, you will collaborate with product owners and designers to define product requirements. You will be a core member of the leadership team for the U.S. Individual Investor business. This position is based in our Chicago office.

Responsibilities

  • Own product strategy and provide leadership for overall product vision
  • Act as subject matter expert for Morningstar’s investment research methodology and data, providing both education and direction to the Individual Investor (U.S.) business
  • Create knowledge platform and training plans so that all team members can best understand how our customers should use research and tools to select investments, set goals, and manage their portfolios.
  • Communicate product strategy and capabilities to the business unit and other stakeholders
  • Research and create business and product plans to communicate product strategies in collaboration with Product/Design/Marketing Teams and Head of Business
  • Collaborate closely with Product, Design and Marketing to build empathy for target customer segments
  • Connect with engaged investors; intimately understand their important/unmet investing needs
  • Launching new products that align with the current “freemium” model
  • Foster a culture of teamwork, collaboration and constructive debate


Requirements

  • Extensive experience developing and analyzing investment strategies, with particular focus on individuals, both directly and through advisors
  • Direct experience as an advisor or working with advisors that manage client portfolios and financial plans.
  • Experienced investment leader (12+ years) with 7+ years of product management experience and a user-focused mindset
  • Skilled communicator, comfortable with delivering presentations and providing clear written communication
  • Competitive, high-performance leader who has a track record of delivering business results
  • Strategic and analytical thinker
  • Deep understanding of Morningstar investing methodologies and capabilities
  • Strong oral and written presentation skills
  • Natural collaborator
  • Bachelor’s degree; MBA, CFA, or other advanced degree/accreditation is strongly preferred

 

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Technology we use

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
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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