The Solution Consultant is the primary business advisor throughout the customer lifecycle, partnering with Sales, Solution Engineering, Product Management, and Customer Success to design, implement, and optimize Morningstar solutions. The role combines consultative selling, business analysis, implementation planning, and customer adoption to ensure clients achieve measurable business outcomes.
As part of Morningstar's operating model transformation, the Solution Consultant owns the client relationship from discovery through implementation and adoption, reducing organizational handoffs while increasing delivery quality and operational efficiency.
- Lead client discovery workshops to understand business objectives, workflows, and functional requirements.
- Translate business needs into scalable Morningstar solution designs.
- Develop implementation strategies aligned with client priorities.
- Serve as the trusted advisor for clients throughout the engagement.
- Recommend best practices based on Morningstar products, industry trends, and investment workflows.
- Identify opportunities to improve operational efficiency and maximize platform adoption.
- Support strategic client initiatives through consultative guidance.
- Own implementation planning and functional solution design.
- Coordinate onboarding activities with Solution Engineers and Customer Success Managers.
- Ensure business requirements are accurately translated into implementation deliverables.
- Manage scope, risks, and stakeholder expectations during implementation.
- Develop adoption strategies that maximize utilization of Morningstar capabilities.
- Support change management and user enablement activities.
- Measure adoption success and recommend optimization opportunities.
- Partner with Customer Success to drive long-term client value.
- Partner closely with Sales throughout the opportunity lifecycle.
- Collaborate with Product Management to provide client feedback and influence roadmap priorities.
- Leverage AI tools to automate meeting summaries, requirements documentation, proposal generation, and implementation planning.
- Utilize AI-generated insights to improve solution recommendations and customer engagement.
- Continuously identify opportunities to simplify delivery through automation and standardized processes.
- Promote adoption of AI-enabled workflows across the Solution organization.
The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development and product success teams, collaborate to help provide clients with relevant products and bundled solutions through a seamless pre-sales experience and frictionless implementation.
Requirements
+ 3-5 years of experience
+ Excellent writing, communication, problem solving, organizational, and analytical skills
+ Ability to work independently and manage competing priorities and deadlines
+ A friendly professional demeanor and ability to excel in a highly collaborative team environment
+ Familiarity with Morningstar products and capabilities will be a plus
+ A bachelor’s degree is required. MBA or CFA is a plus
Morningstar is an equal opportunity employer.
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.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal EntitySkills Required
- 3-5 years of experience
- Excellent writing, communication, problem solving, organizational, and analytical skills
- Ability to work independently and manage competing priorities and deadlines
- Friendly professional demeanor and ability to excel in a highly collaborative team environment
- Familiarity with Morningstar products and capabilities
- Bachelor's degree
- MBA or CFA
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
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.
