Morningstar, Inc.
About the Company
Morningstar's mission is to empower investor success. The Data and Research team creates products that help financial professionals and the investors they serve achieve financial goals. The Direct Platform business is one of the largest business units, with a large pre‑existing user group prime for market and wallet share growth globally. For the Data, Research and AI part of the business, this means delivering the data and research that help financial professionals be more efficient, innovative, and connect with their clients in a more meaningful way.
The Role We are seeking a strategic and results‑driven Senior Product Marketing Manager to lead the go‑to‑market strategy, positioning, and demand generation for our Licensed Data product. This role is ideal for a marketer who thrives at the intersection of data, storytelling, and customer insight, and who can translate product innovation into compelling value propositions.
Position Location Chicago, IL (hybrid model with mandatory four days per week in office)
Responsibilities
Develop positioning, messaging, objection handling, content, and sales tools that reflect the attributes and needs of key client segments & personas. Develop ways to reach each segment with the right value proposition to help qualify and differentiate offers.
Be ready and willing to dive into data‑driven initiatives that help define product marketing strategy, prioritize projects, and develop persona‑based assets. This includes the use of sales dashboards for a deep understanding of the part of the business you cover, conducting market sizing, leading win‑loss analysis, and more.
Work with client‑facing teams and subject‑matter experts to ensure client‑feedback, investment insights, and responses to sales objections are considered in our client and outcome‑focused marketing materials.
Craft and execute the go‑to‑market strategy for new product releases, including positioning, content development, and sales enablement to deliver business growth, which includes retaining existing clients and attracting new clients.
Maintain and audit the current portfolio of sales enablement and client‑facing assets. Use findings to present a plan for ongoing optimization as well as how to increase the engagement of sales teams.
In alignment with the campaign manager, create compelling persona‑based demand generation campaigns & campaign resources.
Partner with corporate and product marketing teams to leverage and extend thought leadership, research, and brand campaigns through our digital, event, and media platforms.
Perform other duties as necessary.
Qualifications
Minimum of 5 years in a product marketing or management capacity in the financial services industry.
Bachelor's degree.
Proven ability to communicate effectively, both verbally and in writing, to a wide variety of stakeholders at different levels, translating complex initiatives into materials and products that effectively communicate core values and goals.
Must have an operational ability to effectively perform at various levels of the business with a proven track‑record of excellence in engaging and building relationships.
Organized, detail‑oriented and capable of advancing projects simultaneously.
Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.
Nice to have
Comfort with using data to make decisions, strong business acumen, and focus on metrics that drive revenue.
A team player's attitude with a high threshold for quality.
Empathy and the maturity to own and learn from challenges.
Exceptional prioritization skills within a dynamic environment.
Self‑starter with a proven commitment to a test, learn, and iterate mindset.
Compensation and Benefits
Financial Health
75% 401k match up to 7%
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)
Additional medical wellness incentives – up to $300–$600 annually
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 bonding leave
Adoption assistance
Leadership coaching & formal mentorship opportunities
Annual education stipend
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: $95,275.00 – 161,975.00 USD Annual
Morningstar's hybrid work environment gives you the opportunity to collaborate in person each week as we find that we are at our best when we are purposely together on a regular basis. 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.
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The Role We are seeking a strategic and results‑driven Senior Product Marketing Manager to lead the go‑to‑market strategy, positioning, and demand generation for our Licensed Data product. This role is ideal for a marketer who thrives at the intersection of data, storytelling, and customer insight, and who can translate product innovation into compelling value propositions.
Position Location Chicago, IL (hybrid model with mandatory four days per week in office)
Responsibilities
Develop positioning, messaging, objection handling, content, and sales tools that reflect the attributes and needs of key client segments & personas. Develop ways to reach each segment with the right value proposition to help qualify and differentiate offers.
Be ready and willing to dive into data‑driven initiatives that help define product marketing strategy, prioritize projects, and develop persona‑based assets. This includes the use of sales dashboards for a deep understanding of the part of the business you cover, conducting market sizing, leading win‑loss analysis, and more.
Work with client‑facing teams and subject‑matter experts to ensure client‑feedback, investment insights, and responses to sales objections are considered in our client and outcome‑focused marketing materials.
Craft and execute the go‑to‑market strategy for new product releases, including positioning, content development, and sales enablement to deliver business growth, which includes retaining existing clients and attracting new clients.
Maintain and audit the current portfolio of sales enablement and client‑facing assets. Use findings to present a plan for ongoing optimization as well as how to increase the engagement of sales teams.
In alignment with the campaign manager, create compelling persona‑based demand generation campaigns & campaign resources.
Partner with corporate and product marketing teams to leverage and extend thought leadership, research, and brand campaigns through our digital, event, and media platforms.
Perform other duties as necessary.
Qualifications
Minimum of 5 years in a product marketing or management capacity in the financial services industry.
Bachelor's degree.
Proven ability to communicate effectively, both verbally and in writing, to a wide variety of stakeholders at different levels, translating complex initiatives into materials and products that effectively communicate core values and goals.
Must have an operational ability to effectively perform at various levels of the business with a proven track‑record of excellence in engaging and building relationships.
Organized, detail‑oriented and capable of advancing projects simultaneously.
Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.
Nice to have
Comfort with using data to make decisions, strong business acumen, and focus on metrics that drive revenue.
A team player's attitude with a high threshold for quality.
Empathy and the maturity to own and learn from challenges.
Exceptional prioritization skills within a dynamic environment.
Self‑starter with a proven commitment to a test, learn, and iterate mindset.
Compensation and Benefits
Financial Health
75% 401k match up to 7%
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)
Additional medical wellness incentives – up to $300–$600 annually
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 bonding leave
Adoption assistance
Leadership coaching & formal mentorship opportunities
Annual education stipend
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: $95,275.00 – 161,975.00 USD Annual
Morningstar's hybrid work environment gives you the opportunity to collaborate in person each week as we find that we are at our best when we are purposely together on a regular basis. 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.
#J-18808-Ljbffr