Morningstar Direct Platform | Chicago, IL (Hybrid — 4 days onsite)
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
Agentic AI is changing how financial professionals work. We're building the tools that define that shift — and we need someone who understands what asset managers, wealth managers, and advisors actually need to get their jobs done.
As Senior Product Manager, Agentic Solutions, you'll own the discovery, validation, and delivery of high-impact use cases across Morningstar Direct and our agentic capabilities. You'll run experiments, talk directly with clients, and make evidence-based calls about what gets built and when. Ideas rise on merit here. Your judgment shapes the work.
You might come to this role from a career as an advisor, fund analyst, or at a financial software provider. You might have built your understanding of these workflows another way. What matters is that you understand this market — and that you can help us build tools that serve the people in it. Familiarity with Morningstar Direct or comparable research and analytics platforms is a plus.
What Success Looks Like
Success is measured by the clarity, validity, and impact of use cases — and by how quickly they move from discovery to production-ready agentic development.
What You'll Do
- Own the subject matter expertise on the needs, processes, and workflows of asset managers, wealth managers, and advisors. Use that knowledge to shape how Morningstar's agentic capabilities evolve — so our tools stay ahead of how this market actually works.
- Design and run experiments and prototypes to validate use cases, drawing on your understanding of AI software development to move the highest-confidence bets from discovery into development faster.
- Define market requirements for data, analytics, and workflow needs in partnership with data and software development teams — ensuring the right capabilities are scoped and prioritized for development.
- Partner with software, data, and solutions leaders to develop a product vision and execution plan. Work with engineering and design to prioritize the work that will have the most impact.
- Work directly with prospects and clients to build awareness and adoption of Morningstar's agentic solutions — including live demos and feedback sessions that shape what we build next.
- Collaborate with product marketing, sales, and client success teams. Gather client input and help internal teams understand what this market needs — so the right capabilities reach the right people.
- Bring an awareness of responsible AI considerations — including bias, safety, privacy, and reliability — to how we develop and position agentic capabilities.
What You Bring
- A bachelor's degree in finance, economics, computer science, or a related field, or equivalent experience.
- Five to ten years of relevant industry and/or product management experience.
This role is based in our Chicago office and requires working onsite 4 days per week.
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
$125,050.00-191,733.33Inclusive 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
- Bachelor's degree in finance, economics, computer science, or a related field, or equivalent experience
- Five to ten years of relevant industry and/or product management experience
- Understanding of asset manager, wealth manager, and advisor needs, processes, and workflows
- Understanding of AI software development sufficient to design experiments and prototypes
- Familiarity with Morningstar Direct or comparable research and analytics platforms
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.
