Solution Consultant
About The Position
Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America. This role combines pre-sales solution design with hands-on implementation, owning the client journey from initial discovery through successful onboarding and value realization. As a Solution Consultant, you will act as a trusted advisor—understanding client business needs, designing scalable solutions, and ensuring those solutions are effectively delivered and adopted. You will work cross-functionally with Sales, Client Service, Product, and Technology teams to bring Morningstar’s capabilities to life in a way that is impactful for clients and sustainable for the business.
Requirements
- Experience in financial services or the investment industry.
- Proven experience in a client-facing role across sales, pre-sales, implementation, or service.
- Strong communication and presentation skills with both technical and business audiences.
- Experience working cross-functionally with Sales, Product, and Technology teams.
- Highly motivated, adaptable, and able to thrive in a fast-paced environment.
- Bachelor’s degree required
Nice To Haves
- Familiarity with Morningstar enterprise products and capabilities.
- Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot).
- Exposure to Agile methodologies.
- Basic programming or data analysis skills (e.g., Python, R).
- MBA or CFA is a plus.
Responsibilities
- Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges.
- Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value.
- Develop and deliver product demonstrations, presentations, and proposals.
- Translate client needs into clear business, functional, and technical requirements.
- Own end-to-end implementation from contract signature through onboarding and go-live.
- Manage project scope, timelines, risks, and dependencies.
- Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions.
- Break down requirements into structured deliverables (e.g., user stories, acceptance criteria) and collaborate with Technology teams.
- Lead client trainings, technical sessions, and onboarding activities.
- Ensure successful integration, adoption, and formal client sign-off.
- Proactively manage opportunities and priorities in support of clients and Sales teams.
- Serve as the primary point of contact throughout the client lifecycle.
- Maintain clear, consistent communication on project status, milestones, and risks.
- Ensure a smooth transition to Client Services following implementation.
- Capture client and market feedback during discovery and delivery.
- Partner with Product Management to inform enhancements and roadmap priorities.
- Stay current on industry trends and evolving client needs.
Benefits
- Bonus: 7.5%
- Tools and resources to engage meaningfully with your global colleagues.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
