Senior Product Manager
About The Position
As Senior Product Manager, Agentic Solutions, you will own the discovery, validation, and delivery of high-impact use cases across Morningstar Direct and its agentic capabilities. You will use your understanding of asset managers', wealth managers', and advisors' workflows to guide product direction, run experiments, engage with clients, and make evidence-based decisions about what to build and when. Success is measured by the clarity, validity, and impact of use cases and how quickly they move from discovery to production-ready agentic development. The role is based in Morningstar's Chicago office and requires onsite work four days per week.
Requirements
- Bachelor's degree in finance, economics, computer science, or a related field, or equivalent experience.
- Five to ten years of relevant industry and/or product management experience.
- Understanding of the needs and workflows of asset managers, wealth managers, and advisors.
Nice To Haves
- Familiarity with Morningstar Direct or comparable research and analytics platforms.
- Experience as an advisor, fund analyst, or at a financial software provider is relevant background.
Responsibilities
- Own subject matter expertise on the needs, processes, and workflows of asset managers, wealth managers, and advisors, and use it to shape Morningstar's agentic capabilities.
- Design and run experiments and prototypes to validate use cases, using knowledge of AI software development to move high-confidence opportunities into development.
- Define market requirements for data, analytics, and workflows with data and software development teams, and ensure capabilities are scoped and prioritized.
- Partner with software, data, and solutions leaders on product vision and execution planning; work with engineering and design to prioritize high-impact work.
- Work directly with prospects and clients to build awareness and adoption of agentic solutions, including live demos and feedback sessions.
- Collaborate with product marketing, sales, and client success teams to gather client input and communicate market needs internally.
- Account for responsible AI considerations, including bias, safety, privacy, and reliability, in the development and positioning of agentic capabilities.
Benefits
- 100% 401(k) match up to 6% of salary.
- Stock ownership potential.
- Company-provided life insurance equal to 1x salary plus commission.
- Comprehensive medical, dental, and vision benefits, with potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
- 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.
- More than 15 employee resource and affinity groups.
- Other benefits are available to enhance flexibility as needs change.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
