About Morningstar
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 Morningstar Direct Platform is one of our largest software businesses, serving a global client base of financial professionals across wealth management and asset management. Events are a core channel for how we build relationships, drive pipeline, and grow the business.
As Senior Manager, Events Marketing, you'll own the full event channel — from strategy and annual portfolio planning to day-to-day execution and performance measurement. You'll work closely with the Associate Director of Demand Generation and cross-functional partners across Sales, Marketing, and Product. You'll work alongside two event associates, each managing their own event portfolio, and share ideas and processes as a team.
What matters most is that you know how to run complex events well, work across stakeholders, and make smart tradeoffs under pressure.
This role is based in our Chicago office and requires working onsite 4 days per week.
What Success Looks Like
Success is measured by event portfolio performance — pipeline contribution, attendee engagement, customer relationship depth, and the efficiency and repeatability of how the team executes.
What You'll Do
- Partner with the Associate Director of Demand Generation to develop and evolve the event marketing strategy, annual event portfolio, investment priorities, and success metrics.
- Own the planning, execution, and optimization of a diverse event portfolio — including hosted events, executive programs, third-party conferences, sponsorships, and hospitality experiences.
- Collaborate closely with Sales, Campaign Marketing, Customer Marketing, Product Marketing, and Central Marketing teams to align event objectives, target audiences, messaging, follow-up plans, and business outcomes.
- Establish scalable, repeatable event planning processes, tools, and best practices that improve execution quality, cross-functional visibility, and team efficiency.
- Manage event budget planning, forecasting, and investment tracking — ensuring resources are allocated effectively and programs deliver measurable business value.
- Monitor event performance and business impact using engagement metrics, pipeline contribution, attendee feedback, and post-event insights — and use those findings to inform future investment and optimization decisions.
- Identify opportunities to improve attendee experiences and team productivity through personalization, automation, AI-enabled processes, and modern event technology.
- Serve as the primary point of escalation for event execution challenges — balancing competing priorities and keeping delivery on track against organizational goals.
What You Bring
- 5+ years of experience in B2B marketing, event marketing, field marketing, experiential marketing, or a related discipline.
- Proven success planning and executing complex events that drive customer engagement, pipeline generation, and business growth.
- Strong project management skills, with the ability to manage multiple large-scale initiatives simultaneously.
- Experience partnering with sales leaders and senior stakeholders to align event investments with business priorities.
- Experience managing budgets, vendor relationships, and contract negotiations.
- Experience leveraging automation, AI tools, or modern event technologies to improve planning, execution, and attendee experience.
- A bachelor's degree or equivalent professional experience.
Why Morningstar
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.
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
$98,125.00-143,925.00Inclusive 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
- 5+ years of experience in B2B marketing, event marketing, field marketing, experiential marketing, or a related discipline
- Proven success planning and executing complex events that drive customer engagement, pipeline generation, and business growth
- Strong project management skills, including managing multiple large-scale initiatives simultaneously
- Experience partnering with sales leaders and senior stakeholders to align event investments with business priorities
- Experience managing budgets, vendor relationships, and contract negotiations
- Experience leveraging automation, AI tools, or modern event technologies to improve planning, execution, and attendee experience
- Bachelor's degree or equivalent professional 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.
