About the Role
Morningstar's mission is to empower investor success. At the heart of that mission is the Direct Platform, which delivers the data, research, analytics, and software solutions relied upon by investors worldwide. Our products depend on one of the industry's most comprehensive investment data ecosystems, spanning managed investments, fixed income, private markets, reference data, and emerging investment structures. As the volume, complexity, and strategic importance of investment data continue to grow, Morningstar is investing in the modernization of its global data acquisition and operations capabilities to power the next generation of products and client solutions.Direct Platform provides independent analysis on investments, portfolios, and markets. Our products rely on the acquisition, management, and delivery of one of the industry's most comprehensive investment data ecosystems, spanning managed investments, fixed income, private markets, reference data, and emerging investment structures. This data powers research, analytics, software platforms, and client solutions used by investors around the world.For the Head of Data Operations, we are seeking a transformational leader to oversee Morningstar's global data acquisition, operations, and collection technology ecosystem. This executive will lead a large-scale global organization (~700 people) while driving modernization of the platforms, workflows, and operating models that support data collection, enrichment, quality management, and delivery.Reporting to the Chief Technology Officer of the Direct Platform, the Head of Data Operations will partner closely with Data Strategy, Product, Research, Engineering, and Architecture leaders to execute Morningstar's data acquisition roadmap, accelerate automation and AI-enabled capabilities, and establish a scalable operating model capable of supporting the next generation of investment data products. The role requires a unique blend of operational leadership, technology transformation expertise, and strategic vision to drive innovation while ensuring operational excellence across the global data ecosystem.Responsibilities
Data Operations Leadership
- Lead a global organization responsible for acquiring, managing, enriching, and delivering investment, reference, and market data at scale.
- Partner with Data Strategy, Product, and Research leaders to execute the enterprise data acquisition strategy and roadmap.
- Translate strategic data priorities into scalable operational capabilities, processes, and technology solutions.
- Drive organizational agility by rapidly adapting data acquisition approaches to evolving market opportunities, regulatory requirements, and client needs.
- Lead initiatives that improve accuracy, productivity, efficiency, and scalability while maintaining appropriate quality standards for each data product.
- Foster a high-performance culture focused on accountability, innovation, continuous improvement, and client impact.
Data Platforms & Technology Transformation
- Lead the evolution of Morningstar's data collection, acquisition, and production ecosystem, establishing a vision for modern, scalable, and highly automated operations.
- Drive investment decisions and prioritization for collection platforms, workflow tools, AI-enabled solutions, and operational technologies.
- Partner with Engineering and Architecture leaders to modernize legacy systems and accelerate automation across the data lifecycle.
- Champion the adoption of AI, advanced analytics, and emerging technologies to improve operational effectiveness and scalability.
- Establish operating metrics, performance frameworks, and management disciplines to continuously improve efficiency, quality, and throughput.
- Monitor emerging technologies and industry best practices to ensure Morningstar remains at the forefront of data acquisition and operational innovation.
Governance, Risk & Cross-Functional Leadership
- Execute data governance policies and operational frameworks established in partnership with Data Strategy, Product, Risk, Compliance, and other key stakeholders.
- Ensure data collection, management, and operational processes comply with applicable regulatory, privacy, and risk requirements.
- Build strong partnerships across Product, Research, Data Strategy, Technology, Commercial, and Client-facing organizations.
- Serve as a trusted advisor to senior leadership on operational strategy, transformation priorities, investment decisions, and organizational effectiveness.
- Champion a data-driven, customer-centric culture across the enterprise while promoting collaboration and accountability.
Qualifications
- 10+ years of executive leadership experience leading large-scale data acquisition, operations, technology, or transformation organizations, with accountability for both operational performance and modernization initiatives.
- Strong understanding of financial, investment, reference, and/or market data ecosystems, including the operational processes required to acquire, manage, enrich, and deliver high-quality datasets at scale.
- Proven track record leading large-scale transformation efforts leveraging automation, AI-enabled capabilities, workflow modernization, and technology-driven process redesign to improve scalability, efficiency, quality, and productivity.
- Experience leading large, globally distributed organizations through significant organizational change, operating model evolution, and continuous improvement initiatives.
- Demonstrated ability to partner effectively across Product, Technology, Data Strategy, Research, and Commercial organizations to translate strategic priorities into operational and technology outcomes.
- Exceptional leadership, communication, stakeholder management, and change leadership skills, with the ability to influence senior executives and drive enterprise-wide impact.
- Experience implementing or sponsoring investments in AI, automation, workflow tooling, advanced analytics, and operational technologies within complex enterprise environments.
- Willingness to travel as needed to engage with global teams and stakeholders, including operations centers in Madrid and Mumbai.
- Bachelor’s degree in Finance, Business, Computer Science, Engineering, or a related field; advanced degree preferred.
Preferred Experience
- Experience leading technology-enabled transformation within financial services, market data, investment data, reference data, or adjacent information services organizations.
- Experience managing or sponsoring large-scale investments in data acquisition technology, workflow platforms, automation capabilities, and AI-powered operational solutions.
- Familiarity with modern data platforms, cloud-based technologies, and enterprise-scale data operations environments.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$311,100.00-477,000.00Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- 10+ years of executive leadership experience leading large-scale data acquisition, operations, technology, or transformation organizations
- Accountability for operational performance and modernization initiatives
- Strong understanding of financial, investment, reference, or market data ecosystems
- Experience acquiring, managing, enriching, and delivering high-quality datasets at scale
- Proven experience leading transformation involving automation, AI-enabled capabilities, workflow modernization, and technology-driven process redesign
- Experience leading large, globally distributed organizations through organizational change and operating model evolution
- Ability to partner across Product, Technology, Data Strategy, Research, and Commercial organizations
- Exceptional leadership, communication, stakeholder management, and change leadership skills
- Experience implementing or sponsoring AI, automation, workflow tooling, advanced analytics, and operational technology investments
- Willingness to travel as needed to engage global teams and stakeholders
- Bachelor's degree in Finance, Business, Computer Science, Engineering, or a related field
- Advanced degree
- Experience leading technology-enabled transformation in financial services, market data, investment data, reference data, or adjacent information services
- Experience managing or sponsoring large-scale investments in data acquisition technology, workflow platforms, automation, and AI-powered operational solutions
- Familiarity with modern data platforms, cloud-based technologies, and enterprise-scale data operations environments
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
