Senior Marketing Specialist

Morningstar•Chicago, IL

8d•$98,125 - $143,925•Hybrid

About The Position

Morningstar is seeking a Senior Product Marketing Manager to support reporting solutions within Morningstar Direct, its investment analytics and research platform. The role leads positioning, messaging, go-to-market execution, sales enablement, and client adoption initiatives for reporting workflows. It translates product capabilities into customer-focused outcomes and works with product and commercial teams to increase engagement across Morningstar’s global client base. Reporting to the Director of Product Marketing for Direct Software, the role partners with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success. It offers the opportunity to influence the evolution and growth of a strategic software platform.

Requirements

At least 5 years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology.
Experience with software platforms, workflow tools, analytics solutions, or reporting applications.
Ability to communicate complex product concepts simply, compellingly, and with a customer focus.
Ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
Experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects, particularly to support launches and adoption.
Excellent written and verbal communication skills and ability to tailor content to varied audiences.
Strong organizational skills and ability to manage multiple projects in a fast-paced environment.
Customer-centric mindset and interest in understanding user needs and translating insights into go-to-market strategies.
Comfort using data to inform prioritization, decision-making, and performance measurement.
Self-starter committed to a test, learn, and iterate approach.
Empathy, curiosity, and ability to learn quickly in a dynamic environment.

Nice To Haves

Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem.

Responsibilities

Develop positioning, messaging, objection handling, content, and sales tools that communicate the value of Morningstar Direct reporting capabilities to client segments and personas.
Partner with Product Management and UX to understand reporting workflows, client needs, and product priorities, and translate new capabilities into customer-facing narratives.
Create and execute go-to-market plans for reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
Research client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, and provide recommendations to product and commercial teams.
Collaborate with Sales and Client Success to identify reporting challenges, competitive objections, and adoption barriers, then develop resources to improve client engagement and retention.
Build and maintain competitive intelligence on reporting, analytics, and portfolio management platforms, and equip client-facing teams with differentiated messaging and selling tools.
Develop revenue-generating sales plays and adoption campaigns to expand platform usage, increase client value realization, and support commercial growth.
Partner with Campaign Marketing on persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
Ensure reporting capabilities are represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
Measure and communicate the impact of product marketing initiatives using business metrics, campaign performance, platform adoption trends, and client outcomes.

Benefits

100% 401(k) match up to 6% of salary.
Potential for stock ownership.
Company-provided life insurance equal to 1x salary plus commission.
Medical, dental, and vision benefits, including potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
Additional medical wellness incentives of up to $300–$600 annually.
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.
15+ Employee Resource and Affinity Groups.
Hybrid work environment with in-person collaboration each week; in most locations, the model is four days in-office each week.
Other benefits are available to enhance flexibility as needs change.