Responsibilities

• Effectively Manage a Portfolio of Clients
• You will manage several books of business, primarily covering clients that have signed a “marketing agreement” with us that enables our team to deploy marketing to their end advisors, by:
• Developing an omni-channel set of marketing activations to promote how Morningstar can help them from a workflow perspective to solve their needs.
• Building an account coverage sheet outlining the enterprise account team along with their responsibilities.
• Create a marketing plan for each client, following our standardized template.
• Making the call on when things merit less or more attention aligned to deal size, and / or potential barriers.
• Having the ability to “sell through” marketing ideas to sales, to progress something ahead thoughtfully, while reaching consensus.
• Building a relationship with sellers by building trust, coming prepared, and studying each client before coming to the table.
• Build Bespoke Marketing for Each Book of Business
• Building a messaging strategy that helps our top clients think holistically about our business, and where value can be added to their business.

Requirements

• The ideal candidate should have 5-8 years of experience in B2B marketing, with a focus on financial services, fintech, or enterprise solutions.
• The position requires strong relationship-building, stakeholder management skills, excellent project management, organizational, and communication abilities.
• Candidates should be comfortable working cross-functionally and influencing without direct authority and possess an analytical mindset to connect marketing activity to commercial outcomes.
• The role emphasizes a collaborative, fast-paced environment and supports a culture of accountability and transparency across the enterprise product marketing team.
• Hybrid Work Environment : This position is based in our Chicago office and requires a 4-day-per-week onsite presence as part of our hybrid work model.

Benefits

• 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