Empowering investor success is our mission and the reason we exist. With connected data, independent research, investor-first tools, and long-term portfolio strategies, Morningstar challenges what's hidden, complex, and inefficient — so nothing stands between investors and their goals. Today, Morningstar supports a global investing ecosystem, with subsidiaries in over 30 countries, serving individual and institutional investors, financial advisors, asset managers, and more.
The Role
The Direct Platform team transforms Morningstar's high-quality data, independent research, and technological expertise into well-designed software products that delight our clients. Direct Advisory Suite, our advisor software, gives financial advisors the research, reports, and planning tools to make the right investment decisions for their clients. It's a pillar of our Enterprise business.
As Product Marketing Manager, Advisor Software, you'll lead go-to-market launches, shape positioning and messaging, and connect sales, strategic account marketing, and demand generation around clear priorities. You'll also help grow our customer marketing programs to increase product adoption, advocacy, and client engagement. You'll work closely with product management, product development, client success, service teams, and sales.
This role is based in our Chicago office and requires working onsite 4 days per week.
What Success Looks Like
Success is measured by client retention, client satisfaction (NPS), sales pipeline growth, closed business conversion, and shorter sales cycles.
What You'll Do
- Craft and execute the go-to-market strategy for new product releases, including positioning, content, service enablement, and sales enablement, to retain existing clients and attract new ones.
- Act as the commercial lead across sales, strategic account marketing, and demand generation, turning product strategy and market opportunities into sales plays, enablement programs, customer marketing initiatives, and client-facing assets.
- Develop and execute customer marketing programs that drive product adoption, advocacy, engagement, and expansion across the advisor client lifecycle, using client insights and success stories.
- Bring the voice of the advisor to the team through market research and win/loss analysis, and use those findings to inform product development, packaging, pricing, positioning, and messaging decisions.
- Build the competitive landscape for the business and create a sales enablement toolkit to support client conversations.
- Own our content library, including sales enablement and client-facing assets and testimonials, and keep it current so the sales team uses it.
- Partner with business analysts to measure and report on program results to executive stakeholders, and use what you learn to improve outcomes.
What You Bring
- 3+ years of experience in product marketing, marketing, sales enablement, or customer communications. Morningstar or financial services software experience is a plus.
- ·A track record of leading cross-functional projects with measurable business results.
- Strong communication skills for internal and external audiences. Writing samples are a plus.
- Comfort using data to measure results and decide what to do next, with a test-and-learn mindset.
- Strong prioritization skills in a fast-moving environment.
- Experience partnering closely with sales teams on support materials or training is a plus.
- Familiarity with tools such as Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, and Jira, or similar.
At Morningstar, we know we can only empower investors if our people feel empowered. A space to keep learning, stretching, and becoming. That's why we aim to create a workplace that supports your whole self, including your financial, personal, and family well-being. Because with the right people, place and purpose, there's no limit to what you can do.
Unlock what's already in you.
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
$76,550.00-112,266.66Inclusive 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
- 3+ years of experience in product marketing, marketing, sales enablement, or customer communications
- Track record of leading cross-functional projects with measurable business results
- Strong communication skills for internal and external audiences
- Comfort using data to measure results and make decisions with a test-and-learn mindset
- Strong prioritization skills in a fast-moving environment
- Familiarity with Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, Jira, or similar tools
- Writing samples
- Experience partnering closely with sales teams on support materials or training
- Morningstar or financial services software experience
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth — Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support — A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
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
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
