Product Marketing Manager, Advisor Software
About The Position
The Product Marketing Manager, Advisor Software, supports Morningstar’s Direct Platform team, which turns the company’s data, research, and technology into software products for clients. Direct Advisory Suite provides financial advisors with research, reports, and planning tools and is a key part of Morningstar’s Enterprise business. The role leads go-to-market launches, develops product positioning and messaging, and aligns sales, strategic account marketing, and demand generation around priorities. It also develops customer marketing programs to increase product adoption, advocacy, and engagement. The position works closely with product management, product development, client success, service teams, sales, and business analysts. Success is measured through client retention and satisfaction, sales pipeline growth, closed-business conversion, and shorter sales cycles. The role is based in Morningstar’s Chicago office and requires working onsite four days per week.
Requirements
- At least 3 years of experience in product marketing, marketing, sales enablement, or customer communications.
- Track record of leading cross-functional projects with measurable business results.
- Strong communication skills for internal and external audiences.
- Comfort using data to measure results and guide next steps, with a test-and-learn mindset.
- Strong prioritization skills in a fast-moving environment.
Nice To Haves
- Experience with Morningstar or financial services software.
- Writing samples.
- Experience partnering closely with sales teams on support materials or training.
- Familiarity with Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, Jira, or similar tools.
Responsibilities
- Create and execute go-to-market strategies for new product releases, including positioning, content, service enablement, and sales enablement.
- Coordinate sales, strategic account marketing, and demand generation by translating product strategy and market opportunities into sales plays, enablement programs, customer marketing initiatives, and client-facing assets.
- Develop and execute customer marketing programs that increase product adoption, advocacy, engagement, and expansion across the advisor client lifecycle.
- Use client insights and success stories to inform customer marketing programs.
- Represent the voice of the advisor through market research and win/loss analysis, and use findings to inform product development, packaging, pricing, positioning, and messaging.
- Develop the competitive landscape and create a sales enablement toolkit for client conversations.
- Own and maintain the content library, including sales enablement materials, client-facing assets, and testimonials.
- Partner with business analysts to measure and report program results to executive stakeholders and improve outcomes.
Benefits
- 100% 401(k) match up to 6% of salary.
- Stock ownership potential.
- Company-provided life insurance equal to 1x salary plus commission.
- Medical, dental, and vision benefits, with potential premium discounts and company-provided HSA contributions for specific plans and coverages.
- Medical wellness incentives.
- Company-provided long- and short-term disability insurance.
- Trust-based time off.
- Six-week paid sabbatical program.
- Six-week paid family caregiving leave.
- Paid parental leave of 8–24 weeks.
- Adoption assistance.
- Leadership coaching and formal mentorship opportunities.
- Annual $1,000 flex stipend for personal education and well-being expenses.
- Tuition reimbursement.
- Charitable matching gifts program.
- Dollars for Doers volunteer program.
- Paid volunteering days.
- Employee resource and affinity groups.
- Hybrid work environment with four days in-office per week in most locations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
