Responsibilities

• Design and launch the tiered partner marketing program (Platinum / Gold / Silver), including intake criteria, upgrade paths, and treatment-by-tier marketing plans covering demand gen, media, product marketing, events, and brand.
• Serve as the primary marketing point of contact for all enrolled partners; lead kickoff meetings to align on brand rights, creative review SLAs, joint value propositions, and rules of engagement.
• Develop co-branded campaign assets and a reusable design system with the creative team to enable fast-track content production across partners.
• Build and maintain in-platform brand guidelines defining how Morningstar appears inside partner ecosystems and off-platform experiences.
• Develop and execute GTM enablement plans for the sales team — including talk tracks, FAQs, one-pagers, and joint sales plays — and track adoption via Gong and asset engagement metrics.
• Own partner-sourced pipeline tracking and influence attribution; prepare quarterly business review (QBR) materials to demonstrate ROI to both internal leadership and partner stakeholders.
• Create targeted client education content (persona- and workflow-specific) that brings AI capabilities down to advisors' level of familiarity and comfort — starting with tactical Copilot use cases and building toward Agents and Skills adoption.
• Align with sales leadership and the Global Head of AI Platform Strategy on partner prioritization, tier assignments, and program enrollment decisions.
• Establish shared workspaces, communication cadences, and escalation paths with each partner to ensure smooth execution and accountability.
• Monitor and manage the demand-gen activation budget, tracking spend against pipeline and revenue outcomes.

Requirements

• 6+ years in B2B marketing with at least 2 years in partnership, channel, or alliance marketing at a SaaS or data/technology company.
• Demonstrated experience building or managing a tiered partner program — including co-marketing execution, enablement, and performance reporting.
• Strong understanding of the LLM and AI platform ecosystem; familiarity with partner marketplace dynamics and co-sell motions.
• Fluency in demand-gen channels — paid search, display, social, email, webinars, and events — with the ability to build campaigns across all of them.
• Experience with marketing attribution modeling and CRM hygiene (Salesforce), including pipeline tagging for partner-sourced and partner-influenced deals.
• Excellent cross-functional instincts: comfortable working across sales, legal, brand, product marketing, and executive stakeholders simultaneously.
• Strong project management and written communication skills; able to run multiple partner workstreams without losing fidelity on any of them.
• Experience developing client-facing education content for non-technical audiences — translating complex technology into workflow-level clarity.
• Comfort operating in ambiguity at the early stages of a program build, with the discipline to create repeatable processes from scratch.

Preferred

• Prior experience at a fintech, financial data, or investment management company — or selling into RIAs, broker-dealers, or asset managers.
• Familiarity with co-sell programs at dominant AI platforms (e.g., Microsoft, Salesforce, Google, or similar ecosystem partners).
• Experience working with Gong for sales enablement analytics and asset adoption tracking.
• Background in brand licensing or in-platform brand governance across third-party integrations.

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