Senior Product Marketing Manager, Direct Platform

Reporting to the Director of Product Marketing for Direct Software, this individual will partner closely with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success teams. This role offers an opportunity to influence the evolution and growth of one of Morningstar's most strategic software platforms.

Responsibilities

• Develop positioning, messaging, objection handling, content, and sales tools that clearly communicate the value of Morningstar Direct's reporting capabilities to different client segments and personas.
• Partner closely with Product Management and UX teams to understand reporting workflows, client needs, and product priorities, translating new capabilities into compelling customer-facing narratives.
• Craft and execute go-to-market plans for new reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
• Deeply understand client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, bringing actionable recommendations back to product and commercial teams.
• Collaborate with Sales and Client Success teams to identify common reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention.
• Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools.
• Develop revenue-generating sales plays and adoption campaigns designed to expand platform usage, increase client value realization, and support commercial growth.
• Partner with Campaign Marketing to create persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
• Work cross-functionally to ensure reporting capabilities are effectively represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
• Measure and communicate the impact of product marketing initiatives through business metrics, campaign performance, platform adoption trends, and client outcomes.

Qualifications

• 5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology. We are looking for a marketer who has experience with software platforms, workflow tools, analytics solutions, or reporting applications. Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem, is a plus.
• Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner.
• Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
• Demonstrated experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
• Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects, especially to drive successful launches and drive adoption.
• Excellent written and verbal communication skills, with the ability to tailor content to a variety of audiences.
• Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
• Customer-centric mindset with a passion for understanding user needs and translating insights into effective go-to-market strategies.
• Comfort using data to inform prioritization, decision-making, and performance measurement.
• Self-starter with a proven commitment to a test, learn, and iterate mindset.
• Empathy, curiosity, and the ability to learn quickly in a dynamic environment.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

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

Competitive 8-24 Week Paid Parental Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

Tuition Reimbursement

Social Health

Charitable Matching Gifts program

Dollars for Doers volunteer program

Paid volunteering days

15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$121,400.00-186,150.00

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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