Director of Product Marketing, Advisor Wealth Platform

The Group:

Morningstar’s Investment Management group, a part of Morningstar Wealth Management Solutions, is a global team guided by Morningstar’s mission, values, and principles to deliver investment products, advisory and software solutions to enable great financial outcomes and empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar’s unique data, analytics, and research. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.

Your next role:

We are seeking a dynamic marketer to lead strategy, execution, and ongoing marketing support for our turnkey asset management platform (TAMP), a leading product line within Morningstar Wealth Management Solutions. In this role you will be a key member of the product leadership team and be responsible for the GTM strategy for the platform, including enhancements and new innovative capabilities and products. You will work with the broader marketing and sales organization to help achieve revenue targets and amplify awareness across all channels. This is an exciting time to be a part of a business that is gaining market share, has significant support and investment from the boarder organization and offers a culture that is collaborative, innovative and inclusive.

• Leverage advisor, competitor, NPS and internal insights to inform all aspects of product positioning and messaging and go-to-market plans
• Assess the commercial opportunity and create plans that will help drive awareness, interest, and conversion in our platform
• In close partnership with the investment teams, product and sales, drive strategy and messaging for our turnkey asset management platform (TAMP) that enhances the advisor experience within our platform
• Position new features and functionalities that lead to an easy, friction-free experience for our users and drives greater engagement and market share.
• Work with stakeholders to strategically plan and develop high-impact content in support of our lead generation, sales enablement, and retention efforts
• Drive the digital experience, user journey and content on our digital platforms.
• Track, analyze, and report on the success of marketing programs as required with key stakeholders to identify opportunity to continuously improve our outcomes relative to our goals
• Build strong working relationships with internal and third-party compliance to ensure regulatory requirements are met

Requirements:

• 10+ years of relevant investment product marketing experience preferred
• Understanding of financial and investment technology platforms such as turnkey asset management programs (TAMPS) and their capabilities, with the ability to competitively position them within the marketplace
• Confident self-starter who is willing to take ownership of initiatives from strategy to execution with excellent organizational skills and attention to detail
• Strong and articulate written/oral communication capabilities
• Ability to excel in a fast-paced environment where deliverables may change as client needs and strategy evolves

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.