Responsibilities

• Design, launch, and evolve a scalable AI partner marketing program that supports strategic business priorities.
• Serve as the primary marketing contact for strategic AI partners, driving alignment and execution across cross-functional teams.
• Develop and execute integrated co-marketing campaigns, including digital marketing, webinars, events, PR, and co-branded content.
• Partner with Brand and Product Marketing to establish and maintain consistent brand standards across partner experiences.
• Develop sales enablement resources, including messaging, content, and go-to-market materials that support joint sales efforts.
• Measure and communicate partner marketing performance through pipeline reporting, business reviews, and program insights.
• Create client-facing content that supports awareness, education, and adoption of Morningstar's AI capabilities.
• Partner with Sales leadership and AI Platform Strategy to prioritize partnerships, align go-to-market plans, and identify growth opportunities.
• Establish scalable processes and best practices that enable efficient partner collaboration and program execution.
• Manage program budgets, monitor performance, and identify opportunities to improve effectiveness and operational efficiency.

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