The Principal, Corporate Marketing Operations & Enablement is responsible for the operational infrastructure that enables Morningstar's Global Corporate Marketing organization to run efficiently. This role centralizes vendor management, procurement, budget administration, technology operations, reporting, and internal communications under a single owner. By providing operational leadership across these functions, this role enables marketing teams to focus on strategic priorities while ensuring Corporate Marketing operates effectively and at scale.
Lead Vendor & Procurement Operations
- Own the end-to-end vendor lifecycle across Corporate Marketing, including intake, vendor evaluations, procurement coordination, contract execution, renewals, and ongoing vendor management.
- Serve as Corporate Marketing's primary operational liaison with Procurement and Legal, ensuring vendor engagements move efficiently while meeting organizational requirements.
- Monitor vendor utilization, contract commitments, and renewals to maximize value and proactively identify risks or opportunities.
- Maintain accurate vendor documentation, contract records, and operational reporting.
Own Budget & Financial Operations
- Maintain Corporate Marketing's consolidated operating budget, including spend tracking, invoice reconciliation, forecasting support, and budget reporting.
- Partner with Finance to monitor actuals, identify variances, and support financial planning activities.
- Own allocation reporting and operational measurement in support of Corporate Marketing objectives.
- Develop and maintain reporting that provides leadership with visibility into budget health and vendor investments.
Manage Marketing Technology & Software Operations
- Coordinate the operational management of Corporate Marketing's technology and software portfolio, including budgeting, licensing, renewals, permissions, and vendor coordination.
- Support the evaluation and procurement of new marketing technologies in partnership with Marketing Technology leadership.
- Maintain visibility into software utilization and identify opportunities for consolidation or cost optimization.
Coordinate Corporate Marketing Operations
- Coordinate recurring cross functional operational activities that support Corporate Marketing leadership, including budget reviews, vendor planning, allocation reporting, and organizational initiatives.
- Support the planning and execution of internal communications, including town halls, OKR updates, Market Minds sessions, and other leadership communications.
- Facilitate the Corporate Marketing NPS action planning process by coordinating follow-up activities, tracking commitments, and communicating progress.
- Maintain operational calendars, trackers, and documentation that improve visibility and consistency across the organization.
Drive Operational Excellence
- Create and maintain operational processes, documentation, and reporting that improve efficiency, consistency, and transparency across Corporate Marketing.
- Identify opportunities to simplify administrative work, improve cross-functional coordination, and reduce operational friction.
- Partner with Marketing Operations leadership and stakeholders across Finance, Procurement, Legal, and Technology to continuously improve how Corporate Marketing operates.
What We Are Looking For
- Significant experience in marketing operations, business operations, program management, or a similar operational role.
- Strong financial and business acumen, with experience managing budgets, vendor contracts, procurement, and reporting.
- Proven ability to manage complex operational initiatives across multiple stakeholders and competing priorities.
- Experience partnering effectively with Finance, Procurement, Legal, Technology, and Marketing.
- Exceptional organizational skills with a passion for improving processes and driving operational excellence.
- Strong communication skills and experience coordinating leadership communications and organizational initiatives.
- Collaborative, service-oriented, and able to influence outcomes without direct authority.
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
$121,400.00-186,150.00Inclusive 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
- Significant experience in marketing operations, business operations, program management, or a similar operational role
- Strong financial and business acumen
- Experience managing budgets, vendor contracts, procurement, and reporting
- Proven ability to manage complex operational initiatives across multiple stakeholders and competing priorities
- Experience partnering with Finance, Procurement, Legal, Technology, and Marketing
- Exceptional organizational skills and process improvement experience
- Strong communication skills and experience coordinating leadership communications and organizational initiatives
- Ability to collaborate, provide service-oriented support, and influence outcomes without direct authority
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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