Senior Product Manager - Financial Planning UK

| Chicago
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The Role: Morningstar's Advisor Client Experience (ACE) team is looking for a talented Senior Product Manager to own the strategic and tactical roadmap for, and continued product development of, the new Morningstar Risk Profiler in the UK, as well as adjacent market geographies (i.e. Germany, Ireland). Risk Profiler is one of the core elements of our overall financial planning experience, encompassing our leading client risk assessment and portfolio mapping and assignment capabilities.
The ACE team is making financial planning a core experience for advisors and end investors, delivering rigorous, yet user-friendly investor profiling tools alongside Morningstar's leading investment planning and portfolio analytics to seamlessly connect every client's needs, goals, and risk profile to the best investment solutions for them.
Following the launch of the new Morningstar Risk Ecosystem https://newsroom.morningstar.com/newsroom/news-archive/press-release-details/2021/Morningstar-Risk-Ecosystem-Launches-Across-7-Million-Portfolios-to-Help-Advisors-Put-Investors-Best-Interests-at-the-Core-of-Investment-Advice/default.aspx as well as the ongoing integration of our 2020 PlanPlus Global/FinaMetrica acquisition https://newsroom.morningstar.com/newsroom/news-archive/press-release-details/2020/Morningstar-to-Acquire-Software-Provider-PlanPlus-Global/default.aspx, we are looking for an inspired, detail-oriented self-starter who can work effectively in a highly collaborative, agile team setting, to own and advance our acquired risk-profiling capabilities in the UK as well as adjacent market geographies (i.e. Germany, Ireland).
The Morningstar Risk Profiler compiles and assesses an individual's holistic risk profile, starting with Morningstar's risk tolerance test (formerly the FinaMetrica Toolkit/Profiler), which has been psychometrically validated over 20 years and 2 million test completions. The Profiler then integrates other client factors, like prior investment experience, financial knowledge, composure in market downturns, and goals (time horizon, required return, liquidity), in addition to the client's capacity for loss.
The Senior Product Manager will assume Morningstar Risk Profiler responsibilities in the UK, including ownership/stewardship of roadmaps and development prioritization, regular product maintenance and updates, current and prospective client engagements, feedback assessment, competitive analysis, internal socialization and promotion of profiling capabilities, business reviews and OKRs. This role will involve story writing, backlog grooming, scrum ceremony engagement, issue triaging, and close collaboration with other UK and global product and development teams, as well as UK commercial/business owners, sales, and marketing teams. The Senior Product Manager will also conduct training/guidance and help develop Profiler troubleshooting, user guides, and Q&As for second/third level support teams.
While we are seeking this Senior Product Manager to support the UK, as well as adjacent market geographies (i.e. Germany, Ireland), we are seeking candidates that are in either North America, or within the UK, where our Product and development teams are located. We will consider candidates working remotely in the United States or Canada where Morningstar is registered to conduct business.
Responsibilities:
  • Own the product development strategy, roadmap, prioritization, value proposition, and product development life cycle for Morningstar Risk Profiler in the UK.
  • Intimately understand UK adviser and client community needs, and promote voice of the customer in product design and development priorities.
  • Work with software product and solutions leaders from across the organization, as partners, to develop a product vision that supports and advances UK business goals.
  • Contemplate data storage, based on data residency needs given the UK's 2018 implementation of the General Data Protection Regulation (GDPR).
  • Develop business requirements refined and validated with customers, prioritize conflicting work, and operate within an agile software development framework.
  • Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute product strategy and delivery on commitments.

Qualifications:
  • A bachelor's degree in finance, economics, computer science or related field is required; a graduate degree and/or CFP designation is preferred.
  • 5+ years of relevant and progressive experience in product management, preferably in the financial services sector.
  • Knowledge and experience with agile development and good technical acumen are required.
  • Ability to motivate and inspire a collaborative, cross-functional team with a track record for quality, on-time deliveries.
  • Experience working with external third-party applications and vendors.
  • Willingness to juggle multiple responsibilities and stakeholders and roll up sleeves to get things done.
  • Collaboration with internal product, design and development teams and stakeholders, sometimes at off-hours to accommodate global teams.
  • Strong customer-service focus, with an ear for the voice of the customer and a passion to creatively meet client needs.
  • Interest in and focus on building innovative software that users love.
  • Excellent business judgment; analytical, planning, and decision-making skills; and exemplary communication and presentation abilities overall.
  • Ability to work well across distributed teams and influence the work of others.

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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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