Senior Product Manager: UK Adviser Products

| Chicago
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
The Role: Morningstar's Adviser Client Experience (ACE) team is looking for a talented Senior Product Manager in the Europe, Middle East, and Africa (EMEA) region to lead the development and deployment of a new product focused on serving the UK adviser market. This new product will leverage and be the first instantiation of a unified global platform to deliver our latest advice software capabilities worldwide and begin to grow and nurture members of the Morningstar community spanning advisers and investors.
We aim to provide a financial plan for every household, and as such we are making financial planning a core part of our adviser and client community experiences globally, including in the UK. 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 Morningstar's 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 lead the development of a new product focused on serving the UK adviser market, which will leverage a new global platform developed to enable the efficient and configurable delivery of Morningstar's leading (and growing) financial and investment planning capabilities. It is paramount that this individual understands the unique needs of the ~27,000 UK-based advisers. Currently, across the Morningstar UK footprint, we have several in-market solutions serving several thousand Members (subscribers), that will ultimately be transitioned into this new unified experience.
As is consistent throughout our global platform footprint, the UK product will enable the following core experiences: 1) prospecting & client engagement, 2) financial planning, 3) portfolio management & monitoring and 4) research & due diligence. To succeed, the Senior Product Manager will need to organize and collaborate with several teams, including technology, design, market research, global product and local (UK) sales and commercial stakeholders, as well as current and potential UK clients to triangulate market needs and opportunities in the region. Although accountable to these stakeholders, this individual will ultimately own the experience, delivery and direction of the UK product and its alignment to the overall global platform, and will be enabled with the appropriate development squad(s), as well as close partnership with a team of technical/systems architects.
The candidate for this role is ideally based in the UK/EMEA, but we are "location agnostic" within this geography and will also consider North America-based candidates with the right qualifications. We will also consider candidates working remotely where Morningstar is registered to conduct business.
Responsibilities:
  • Ensure product market fit, through user and market research coordinated through the RISE Marketing Research team.
  • Intimately understand UK adviser and client community needs, and promote voice of the customer in product design and development priorities.
  • Coordinate across teams and squads that operate in a distributed work environment, often spanning several geographies and multiple time zones Contemplate data storage, based on data residency needs given the UK's 2018 implementation of the General Data Protection Regulation (GDPR).
  • Work with software product and solutions leaders from across the organization, as partners, to both inform and adhere to the platform vision that supports and advances our business goals Develop business requirements refined and validated with customers, prioritize conflicting work, and operate within an agile software development framework to deliver the MVP for UK market.
  • Work with commercial/business, marketing and sales stakeholders to meet business and client deliverables for UK MVP.
  • 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 is preferred.
  • 5+ years of relevant and progressive experience in product management, with financial planning and/or platform product management experience highly desirable.
  • Knowledge of UK financial-advice market and/or regulatory environment highly desirable.
  • Knowledge and experience with agile development, and good technical acumen are required.
  • Ability to motivate and grow 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 different responsibilities and stakeholders to get things done.
  • Work with internal stakeholders and tech members on design and implementation, with clients on gathering their needs, and doing what it takes to get innovative solutions to market.
  • Excellent business judgment; analytical, planning, and decision-making skills; in addition to exemplary communication and presentation abilities.
  • Ability to work well across distributed teams and influence the work of others
  • Willingness to connect with global colleagues at off-hours when needed.

001_MstarInc Morningstar Inc. Legal Entity
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

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
Someone's primary function is managing the company’s diversity and inclusion initiatives
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.

More Jobs at Morningstar143 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Internships
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Content
Data + Analytics
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Data + Analytics
new
Chicago
Internships
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago
Design + UX
new
Chicago
Data + Analytics
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Finance
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
Sales
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Project Mgmt
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Sales
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
HR + Recruiting
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Design + UX
new
Chicago
Content
new
Chicago
HR + Recruiting
new
Chicago
Marketing
new
Chicago
HR + Recruiting
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Project Mgmt
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Marketing
new
Chicago
Data + Analytics
new
Chicago
Design + UX
new
Chicago
Developer
new
Chicago
Marketing
new
Chicago
Data + Analytics
new
Chicago
Marketing
new
Chicago
Marketing
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Sales
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Sales
new
Chicago
Data + Analytics
new
Chicago
HR + Recruiting
new
Chicago
Finance
new
Chicago
Design + UX
new
Chicago
Design + UX
new
Chicago
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Morningstar's full profileSee more Morningstar jobs