Apr 07, 2022

Field Marketing Manager

  • Morningstar
  • Chicago, IL, USA
Full time Marketing

Job Description

The Group: Morningstar’s mission is to empower investor success. With a rapidly growing business audience its essential that Morningstar creates a seamless experience for our buyers across multiple business units. The Morningstar Demand Generation Marketing group plays an important part in architecting campaigns and programs to create experiences that guide the buyer journey and deliver pipeline and revenue for the business.

The Role: Our Field and Customer Marketing team is seeking a Field Marketing Manager to lead Morningstar’s third-party conference and event strategy in North America for our Wealth Management Solutions group. This role will work across Morningstar’s business lines to represent our products, solutions, and brand to the professional investment community. As the Field Marketing Manager, you will create and execute integrated marketing campaigns to build brand awareness, drive lead generation and revenue for various product lines and buyer types.

Job Responsibilities

  • Lead the marketing strategy for third-party conferences and high-touch field events in North America to drive lead generation for Morningstar’s Wealth Management Solutions group.
  • Plan and execute integrated conference campaigns for all strategic conferences working closely with sales leadership and product marketing.
  • Oversee all aspects of conference and event planning – budgeting, goal setting, execution, lead process, and reporting.
  • Use a data-driven approach to the development and measurement of conference campaigns focused on lead generation and retention for the business.
  • Optimize the lead flow process with stakeholders to ensure a timely and efficient lead follow-up for each conference.
  • Partner with the demand generation campaign managers to effectively incorporate third-party conference and event tactics within their planned campaigns.
  • Align with the brand marketing and design teams to ensure the Morningstar brand is effectively represented at all third-party conferences and events via exhibit booths, signage, client events, giveaways, and digital components.
  • Oversee and assist with content creation for speaking opportunities, as needed.


  • Bachelor’s degree required.
  • 3-5 years’ experience.
  • Ability to travel approximately 25% of the time throughout North America.
  • Prior budget management experience preferred.
  • Experience using marketing tech platforms – Salesforce, Eloqua, Tableau, and in a B2B demand generation environment is preferred.
  • Ability to effectively communicate and work with all levels within Morningstar including stakeholders in executive leadership, sales, product, product marketing, events, and corporate communications.
  • Must be able to handle multiple, complex projects with several stakeholders simultaneously.
  • Ability to work collaboratively and drive actions with other functional areas of the company.
  • Possess a positive attitude, collaborative working style, and strong communication and interpersonal skills.

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar’s vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.

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