Marketing Manager, Product & Sales Enablement

Morningstar•Chicago, IL

22h•Hybrid

About The Position

The Group: Morningstar Retirement empowers investor success by providing research- and technology-driven products and services that help individuals reach their retirement goals. With advisory services provided by Morningstar Investment Management LLC, Morningstar Retirement supports and collaborates with workplace retirement plans and other industry players to differentiate their services, stay competitive, and reach new markets, all in service of building a better retirement system. Morningstar Retirement not only helps people save for the retirement they want but helps them make their money last once they get there. The Role: The Marketing Manager – Product & Sales Enablement plays a key role in shaping and communicating Morningstar Retirement’s product and research strengths to the retirement industry. This individual transforms complex product insights into clear, differentiated messaging that drives awareness, engagement, and adoption across B2B retirement audiences. They partner closely with Product, Sales & Service, GTM, and client‑facing teams to ensure our value proposition resonates both in the market and in conversations with prospects, clients, and partners. This position is based in our Chicago office and reports to Morningstar Retirement’s B2B Senior Marketing Manager & Team Lead.

Requirements

4+ years of product marketing, brand marketing, or related experience—preferably in B2B and financial services
Strategic thinker with strong analytical skills and the ability to translate business challenges into actionable marketing solutions
Excellent written and verbal communication skills, with the ability to simplify complex concepts for diverse stakeholders
Proven ability to collaborate and lead/co‑lead projects across sales, product, operations, and business teams
Strong project management and organizational skills, with the ability to manage multiple initiatives while working across several teams and stakeholders
Experience using AI tools (such as Microsoft Copilot or other generative AI solutions) to improve productivity, generate insights, and create scalable marketing deliverables while maintaining accuracy and brand alignment
Experience with marketing and analytics tools (e.g. Eloqua, Google Analytics, Tableau, Salesforce) to support campaign execution and insights
BS/BA degree in Business, Marketing, Communications or related field and/or comparable industry-related experience

Nice To Haves

Experience in the retirement, wealth, or financial services industry

Responsibilities

Support the development of clear product positioning, benefits, differentiators, and objection handling for key Morningstar Retirement offerings—collaborating with the content strategist to translate technical concepts into audience‑appropriate narratives
Collaborate cross-functionally to identify B2B retirement target audiences, understand their needs and help create segment‑driven marketing campaigns and supporting resources that drive awareness, engagement, and adoption
Work closely with product, client-facing teams and subject-matter experts to ensure marketing outputs reflect product vision, roadmap updates, client needs, and real-time sales feedback
Engage with Sales, Product, and client‑facing teams—and participate in select client or partner conversations—to gather insights that inform positioning, messaging, and go‑to‑market strategies.
Partner with go-to-market team to craft and execute marketing strategies—driving positioning, content creation, and enablement efforts that support client retention and acquisition
Ensure all communications align with product vision and deliver accurate, audience‑specific messaging across channels.
Track and report on the performance of product marketing initiatives, highlighting learnings and areas for optimization
Manage timelines, deliverables, and cross‑team coordination to ensure consistency, accuracy, and quality across all product marketing assets.

Benefits

Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups