The Role: Morningstar seeks an Implementation Manager. In this role, you are responsible for the successful delivery of Workplace projects for our large financial services clients. The implementation team offers solutions to meet the needs of our institutional clients that license our fiduciary services offering including our new platform for broker dealers, Morningstar Plan Advantage. The implementation team serves as the backbone for onboarding new clients onto Workplace products. This role is responsible for leading and managing projects from discovery through implementation and successful delivery within an agile development framework. We're looking for someone who will rise to this role's challenges by thinking like an owner, proactively improving processes, and leading by example. This position reports to the head of global account management and is based in our Chicago office.
Responsibilities• Deliver high-quality and timely implementations to our clients• Manage and execute small, medium and large size/complexity projects from the discovery phase through implementation and delivery with complete ownership and responsibility• Develop and manage implementation timelines and project plans outlining deadlines, responsibilities and deliverables, as well as create business requirements when applicable• Coordinate with internal teams such as Product Management, Relationship Management, Operations, Technology, Marketing/Design and Quality Assurance as well as external stakeholders to ensure projects are on schedule, high quality, and delivered according to the requirements• Collaborate with other business and technology leaders to establish best practices and continuously improve our overall program delivery process• Dynamically react to evolving client needs and competing priorities• Assist external clients with implementation tasks, including explaining technical specifications and reviewing client data for accuracy and validity
Qualifications• Five or more years of project management experience, preferably in a financial services environment• Experience working with product management, quality assurance, and software development projects within an agile/scrum framework• Leadership experience in a client-facing role• Highly organized and detail-oriented with the ability to manage multiple projects across products and platforms and the ability to manage internal teams and external stakeholders to achieve project goals• Strong interpersonal, presentation, communication, and client service skills• Excels in a fast-paced environment while still producing high-quality, detail-oriented work• Curious, creative thinker with a collaborative approach to problem-solving• Demonstrated success in driving continuous operational improvements• Experienced with SQL, XML, schemas, APIs and JIRA• A minimum of a bachelor's degree is required
Nice to have• Understanding of mutual funds, financial/investment concepts and retirement market a plus• Six Sigma, PMI Certification, or other formal project management and process improvement training is highly regarded
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