Responsibilities

• Build upon and deepen existing Brand Research by creating a sustainable framework that is inclusive of research strategy, measurement framework, tracking architecture, cadence, and stakeholder intake process.
• Establish a strong, multi-faceted Competitive Intelligence capability, including ongoing market monitoring, competitor profiling, synthesis of competitive activity, and identification of strategic implications for Morningstar.
• Synthesize complex findings into clear, business-ready narratives that connect brand and competitor insights to strategic implications, actions, and recommendations.
• Present insights to senior stakeholders and help drive decision-making through regular briefings, planned readouts, and ad hoc strategic support.
• Support the broader Centralized Insights CoE vision by helping connect brand and competitive intelligence with other insight streams, including market research, AI insights, and UX/product learnings, where relevant.
• Identify opportunities to use AI and scalable workflows to improve efficiency, expand coverage, and create more accessible and searchable insights assets over time.
• Manage external research and intelligence partners as needed, ensuring methodologies, deliverables, and timelines meet Morningstar’s standards for quality, rigor, and relevance.

Requirements

• Strong experience in brand research, competitive intelligence, or related strategic insights disciplines, ideally in a B2B, financial services, or complex enterprise environment.
• Demonstrated ability to build or scale a research function, including defining processes, governance, stakeholder workflows, and reporting rhythms.
• Deep understanding of brand measurement, message testing, perception tracking, and the strategic application of brand research to business decisions.
• Strong knowledge of competitive intelligence methods, including external monitoring via tools like Gartner, market synthesis, competitor profiling, and strategic analysis.
• Ability to connect research and intelligence outputs to business strategy, marketing choices, product decisions, and GTM priorities.
• Excellent analytical skills with the ability to synthesize quantitative and qualitative inputs into compelling narratives and clear recommendations.
• Strong communication and stakeholder management skills, with experience influencing senior partners across marketing, product, sales, and executive teams.
• Strong proficiency in Excel and other analysis and reporting tools; experience with visualization, survey platforms, or intelligence tracking systems is desirable.

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