Senior Marketing Manager, Client Solutions
Morningstar, Chicago, IL, United States
Morningstar
is a global leader in independent investment research, data, and investment management, with over $350B in AUM and operations in 32 countries. We empower financial professionals — advisors, asset managers, and institutional investors — with trusted insights and tools.
The Role We are seeking a Senior Marketing Manager, Client Solutions to serve as a strategic partner to our business unit marketing teams and help elevate how Morningstar connects with professional investor audiences. This role blends segment marketing, solutions marketing, and sales enablement to ensure that our content, messaging, and marketing programs reflect the real needs, challenges, and goals of advisors, asset managers, and institutional investors.
The ideal candidate has a deep understanding of the financial services landscape—including investment products, workflows, buying behaviours, and client priorities across segments. You will develop strategies and materials that help our teams articulate Morningstar’s value, address client problems, and drive commercial outcomes. This is a high‑visibility, cross‑functional role ideal for a marketer who is both strategic and hands‑on, adaptable, and comfortable influencing across a matrixed organization.
Key Responsibilities
Serve as a strategic marketing partner to business unit teams, translating client needs and market dynamics into segment‑specific content strategies and marketing programs.
Lead segment marketing efforts for advisors, asset managers, and institutional investors—defining segment insights, messaging, buying journeys, and key use cases.
Develop solutions‑level messaging frameworks that connect Morningstar’s capabilities to client problems, workflows, and value drivers.
Build sales enablement materials including pitch decks, product narratives, positioning guides, client case studies, and competitive insights.
Partner with Research, Product, and BU Marketing teams to ensure content and messaging are accurate, differentiated, and aligned to strategic priorities.
Support go‑to‑market planning for new capabilities, research initiatives, and priority commercial campaigns.
Maintain a deep understanding of the industry landscape, regulatory environment, product categories, and competitive positioning across our segments and solutions.
Adhere to content governance, quality standards, and brand guidelines for all sales‑ and client‑facing materials.
Qualifications
5–10+ years of experience in marketing, product, or sales within asset management, investment management, wealth management, or financial services.
Deep knowledge of the professional investor ecosystem and client needs, including advisors, asset managers, and institutional investors.
Proven experience developing value propositions, messaging frameworks, and GTM materials for sophisticated B2B audiences.
Strong understanding of investment products, portfolio construction concepts, and the workflows of professional investors.
Exceptional written and verbal communication skills; able to simplify complex concepts for commercial, marketing, and client‑facing stakeholders.
Experience partnering with sales teams and creating tools that support commercial conversations.
Strong analytical mindset with the ability to interpret performance data, market insights, and client feedback.
Ability to influence cross‑functional partners in a matrixed organization.
Ability to work at least 4+ days/week onsite in New York, Chicago, or London.
Base Salary Compensation Range (NYC) $94,556.00 - 160,733.00 USD Annual
Incentive Target Percentage 12.5% Annual
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 $95,275.00 - 161,975.00 USD Annual
Inclusive 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.
#J-18808-Ljbffr
is a global leader in independent investment research, data, and investment management, with over $350B in AUM and operations in 32 countries. We empower financial professionals — advisors, asset managers, and institutional investors — with trusted insights and tools.
The Role We are seeking a Senior Marketing Manager, Client Solutions to serve as a strategic partner to our business unit marketing teams and help elevate how Morningstar connects with professional investor audiences. This role blends segment marketing, solutions marketing, and sales enablement to ensure that our content, messaging, and marketing programs reflect the real needs, challenges, and goals of advisors, asset managers, and institutional investors.
The ideal candidate has a deep understanding of the financial services landscape—including investment products, workflows, buying behaviours, and client priorities across segments. You will develop strategies and materials that help our teams articulate Morningstar’s value, address client problems, and drive commercial outcomes. This is a high‑visibility, cross‑functional role ideal for a marketer who is both strategic and hands‑on, adaptable, and comfortable influencing across a matrixed organization.
Key Responsibilities
Serve as a strategic marketing partner to business unit teams, translating client needs and market dynamics into segment‑specific content strategies and marketing programs.
Lead segment marketing efforts for advisors, asset managers, and institutional investors—defining segment insights, messaging, buying journeys, and key use cases.
Develop solutions‑level messaging frameworks that connect Morningstar’s capabilities to client problems, workflows, and value drivers.
Build sales enablement materials including pitch decks, product narratives, positioning guides, client case studies, and competitive insights.
Partner with Research, Product, and BU Marketing teams to ensure content and messaging are accurate, differentiated, and aligned to strategic priorities.
Support go‑to‑market planning for new capabilities, research initiatives, and priority commercial campaigns.
Maintain a deep understanding of the industry landscape, regulatory environment, product categories, and competitive positioning across our segments and solutions.
Adhere to content governance, quality standards, and brand guidelines for all sales‑ and client‑facing materials.
Qualifications
5–10+ years of experience in marketing, product, or sales within asset management, investment management, wealth management, or financial services.
Deep knowledge of the professional investor ecosystem and client needs, including advisors, asset managers, and institutional investors.
Proven experience developing value propositions, messaging frameworks, and GTM materials for sophisticated B2B audiences.
Strong understanding of investment products, portfolio construction concepts, and the workflows of professional investors.
Exceptional written and verbal communication skills; able to simplify complex concepts for commercial, marketing, and client‑facing stakeholders.
Experience partnering with sales teams and creating tools that support commercial conversations.
Strong analytical mindset with the ability to interpret performance data, market insights, and client feedback.
Ability to influence cross‑functional partners in a matrixed organization.
Ability to work at least 4+ days/week onsite in New York, Chicago, or London.
Base Salary Compensation Range (NYC) $94,556.00 - 160,733.00 USD Annual
Incentive Target Percentage 12.5% Annual
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 $95,275.00 - 161,975.00 USD Annual
Inclusive 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.
#J-18808-Ljbffr