Program Manager, Individual Investor
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.
The Role:
The Individual Investor team is looking for a hands-on Program Manager who is a highly collaborative, enthusiastic, results-driven leader to join our team. This person will be responsible for managing a program consisting of high profile, complex projects across the business, while working with product management, technology, and operations globally to drive initiatives forward and meet our objectives.
You have a strong background in program/project management, Agile product development and process improvement. Experience in strategizing, planning, managing, and implementing concurrent complex strategic projects across cross-functional teams using hybrid project management practices is required. The ability to be a leader, communicate clearly at all levels, form strong relationships with team members and business partners, and proactively identify and control risks and dependencies is critical in this role. This position is ideally based in our Chicago office.
Job Responsibilities
- Lead Program Management for the Individual Investor business
- Directly lead multiple initiatives concurrently to include planning, scheduling and delivery working with business and delivery teams and to ensure that project goals are met
- Communicate regular program and project level updates across all stakeholder groups.
- Identify and handle dependencies between multiple teams throughout the organization and foster relationships to get things done.
- Coach teams on project management, Lean and agile practices to identify and solve project issues effectively.
- Identify, monitor, and mitigate project risks and assess impact to the overall program
- Lead program reviews with business and technical partners to report on and facilitate conversations regarding KPI status, progress, resources, and risks.
- Establish and maintain trusted relationships with product managers, designers, technology teams, and business partners.
- Ensure that the program embraces Agile methodology and serve as Scrum Master and Agile coach.
- Manage, coach, and develop a team of project managers
- Support business operations as needed (i.e., Business Continuity, Capex).
Qualifications
- 5+ years of experience and proven track record in hands-on managing complex technical project and/or program management experience as a Program Manager or Senior Project Manager
- Experience with traditional and agile project-management frameworks
- 3+ years of experience in Agile development practices with Scrum Master certification and demonstrated experience in applying an Agile mindset
- Proven leadership presence and success in facilitating global team collaboration
- Ability to handle multiple competing priorities in a fast-paced environment.
- A positive outlook with the passion for making things better at every opportunity.
- Ability to work through differing opinions while contributing consistently and positively in a dynamic, high-paced, and often unpredictable work environment
- Ability to manage decision-making processes and foster an environment of healthy team debate and collaboration
- A demonstrated ability to independently solve ambiguous problems
- Effective in partnering with leadership to promote a collaborative and high performing environment
- Solid time management, facilitation, communication, and interpersonal skills
- Experience leading projects in finance, data, research, regulatory or software product development is a plus
- Experience configuring Atlassian JIRA, Asana and/or Confluence
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