Product Manager, Morningstar Direct, US

| Chicago
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The Group: The Morningstar Direct group is the home of Morningstar's flagship product. We work to serve the needs of professional investors in the Wealth and Asset Management firms. Morningstar Direct connects the product, research, business intelligence, marketing, and wholesaling groups within these firms, and drives efficiency across their primary manufacturing, distribution, and marketing workflows by leveraging Morningstar's data, research, analytics, and reporting capabilities.
The Role: Morningstar is looking for a Product Manager to define and lead the delivery of Morningstar Direct's roadmap in the US market in close coordination with the global roadmap as well as product management team. You will act as both product expert and strategist to translate local market trends, customer needs, competitive intelligence, and Morningstar intellectual property into innovative deliverables that solve customer problems and evangelize those innovations both internally and externally. The Product Manager will partner with our clients & prospects to incorporate the voice of the user and will work closely with development, design, marketing, sales and support to decide and deliver on a global product roadmap creating a world-class experience for our users.
The ideal candidate will have experience working with various personas in asset and wealth managers and the tools they use to manage their workflows. Familiarity with performance reporting, data aggregation, portfolio analysis, and investment selection are critical. The candidate should also have a strong grasp of the current industry landscape, the ability to meaningfully contribute to go-to-market efforts and a desire to drive deliveries with strong partnerships and alignment with internal teams within the Direct family and across the organization.
This role reports to the Director, Global Product Management (Chicago).
Responsibilities:
  • Become part of a real global team to develop and deliver meaningful software experiences to our customers.
  • Own and drive key product capabilities while aligning with development, design and client-facing teams to tackle new opportunities.
  • Lead the commercial activities including sales-enablement, go-to-market planning, and product prioritization for Direct in the US Market.
  • Work directly with product marketing, sales and service to define and communicate our value proposition.
  • Provide local market requirements regarding data, analytics, and workflow needs to our data and software development teams for inclusion in product development.
  • Through close coordination with Technology, Design, Product, Client Service and Operations teams, help ensure product, operational and customer service excellence.
  • Demonstrate product capabilities to prospective clients, including functionality and methodology - serving as an expert for our internal stakeholder.
  • Track and deliver against key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.).
  • Drive adoption of our newest product enhancements within Morningstar Direct.

Requirements:
  • A bachelor's degree in finance, economics, computer science or related field is required.
  • A minimum of 5 years of relevant and progressive experience in software product management, portfolio management and financial technology.
  • Knowledge of Morningstar products and the markets they serve is required.
  • Excellent oral and written communication, planning, and analytical skills.
  • Work in an ambitious team with tight deadlines across multiple teams and locations
  • Bring yourself to work in a trusted environment with a lot of career opportunities and become part of a team that has fun at work

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Technology we use

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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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