Head of Product & Research - Indexes

• Develop and execute a multi‑year product strategy that expands the product lineup supports revenue and AUM growth and strengthens Morningstar's market differentiation.
• Deliver high‑quality commercially relevant index products by overseeing the full product lifecycle including strategy roadmap development launch maintenance and retirement.
• Lead and manage the Product Management and Product Development teams ensuring clear direction disciplined execution and high performance across both functions.
• Build and formalize a scalable Research function-including establishing its mandate processes and integration with the existing Product teams.
• Drive innovation in next‑generation index concepts informed by market trends client needs competitive dynamics and research insights.
• Enhance the speed and quality of product development processes through improved governance cross‑functional alignment and operational efficiency.
• Partner with Sales Marketing and Communications to support go‑to‑market initiatives product narratives client engagement and thought‑leadership amplification.
• Represent the Product & Research organization externally in client meetings strategic commercial discussions industry events and thought‑leadership platforms.
• Work closely with executive leadership to shape business priorities allocate resources and contribute to the broader strategic direction of Morningstar Indexes.
• Strengthen cross‑functional collaboration across Product Research Operations Data and commercial teams to ensure cohesive execution and scalable growth.

• 10-15 years of experience in the asset management or index provider industry with deep understanding of global markets index construction principles and investment research practices.
• Proven experience leading global cross‑functional organizations and driving alignment across product research and commercial teams.
• Background in product strategy investment research index methodology or investment analysis with a demonstrated ability to translate insights into product direction and business outcomes.
• Team management experience including setting strategic direction developing talent and leading high‑performing organizations.
• Strong strategic analytical and communication skills capable of conveying complex ideas clearly to executive leadership clients and key stakeholders.
• Demonstrated ability to influence across matrixed environments and manage large multi‑stakeholder initiatives efficiently and effectively.

• 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-$2000 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

What We Do

At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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