Responsibilities

• Develop positioning, messaging, objection handling, content and sales tools that reflect the attributes and needs of key client segments & personas. Develop ways to reach each segment with the right value proposition to help qualify and differentiate offers.
• Be ready and willing to dive into data driven initiatives that help define product marketing strategy, prioritization of projects, and development of persona-based assets. This includes the use of sales dashboards for a deep understanding of the part the business you cover, conducting market sizing, leading win-loss analysis and more.
• Work with client-facing teams and subject-matter experts to ensure client-feedback, investment insights and responses to sales objections are considered in our client and outcome-focused marketing materials.
• Craft and execute the go-to-market strategy for new product releases, including positioning, content development, and resources for client-facing teams to deliver business growth, which includes retaining existing clients and attracting new clients.
• Collaborate with 3rd party partners and vendors to plan and implement co-marketing strategies and activities that promote Morningstar’s solutions to current and new prospects and audiences.
• Develop and execute revenue-generating sales plays to support in pipeline building and revenue generation. This includes identifying key selling opportunities, creating highly targeted client lists and crafting messaging and resources to enable sellers to capitalize on these opportunities and close deals.
• In alignment with the campaign manager, create compelling persona-based demand generation campaigns & campaign resources.
• Partner with corporate and product marketing teams to leverage and extend thought leadership, research, and brand campaigns through our digital, event and media platforms.
• Perform other duties as necessary

Requirements

• Minimum of 5 years in a product marketing or management capacity – in the financial services industry
• Bachelor’s degree
• Proven ability to communicate effectively, both verbally and in writing, to a wide variety of stakeholders at different levels, translating complex initiatives into materials and products that effectively communicate core values and goals.
• Must have an operational ability to effectively perform at various levels of the business with a proven track-record of excellence in engaging and building relationships.
• Organized, detail-oriented and capable of advancing projects simultaneously.
• Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.
• Demonstrated ability to develop and position AI‑powered products, with a working understanding of how applied AI and data-driven insights create customer value. Comfort collaborating with product, data, and research teams to translate AI capabilities into clear, outcome‑oriented messaging and go‑to‑market strategies.

Preferred

• Comfort with using data to make decisions, strong business acumen, and focus on metrics that drive revenue.
• A team player’s attitude with a high threshold for quality.
• Empathy and the maturity to own and learn from challenges.
• Exceptional prioritization skills within a dynamic environment.
• Self-starter with a proven commitment to a test, learn, and iterate mindset

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