Senior Digital Product Manager

The Group: The Investment Management group is a global team guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform serving financial advisors, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor's needs at each stage of their lifetime.
The Role: Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement and eventual sun-setting - the product lifecycle. Product Managers act as both product experts and strategists to translate market trends, customer needs, competitive intelligence, and Morningstar intellectual property into innovative deliverables that solve customer problems and evangelize those innovations internally and externally.
Morningstar is looking for a talented Senior Product Manager to lead the development of our Morningstar Managed Portfolios (MMP) platform. As a Senior Product Manager, you will lead a cross-functional team of designers, developers, and quality assurance analysts to execute on a portfolio of complex projects related to designing the next generation Managed Portfolios platform.
Responsibilities:

• Own the tactical roadmap, requirements, and product development lifecycle for a squad dedicated to architecting and implementing a new and improved Managed Portfolio platform
• Champion Managed Portfolios platform integration with 3rd parties and other Morningstar products and capabilities, working closely with development teams across the Products and Data teams
• Develop high-quality user stories, business requirements, story estimations and acceptance criteria for use by developers and quality assurance analysts
• Work within an Agile software development framework and scrum team setting including UX designers, developers and QA
• Develop business requirements refined and validated with customers and stakeholders, prioritize the backlog queue across multiple projects and workstreams, and work within an Agile software development framework
• Understand both business and technology requirements, serving as a conduit between stakeholders, sales, service, marketing, compliance, design, operations and technology teams
• Breakdown and analyze complex workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the client experience
• Track Key Performance Indicators and measurements of product success as it relates to deploying platform improvements
• Conduct user testing activities to help vet and develop new functionality and user experiences

Qualifications:

• Experience with financial advisor tools, managed account platforms, asset management operations, proposal generation, account opening, portfolio accounting, performance reporting and trading is strongly preferred.
• A bachelor's degree in finance, economics, computer science or related field is required; a graduate degree is a plus.
• A minimum of 7 years of relevant experience in product management, business analysis or client solution roles
• Knowledge and experience with agile development, and good technical acumen required
• Excellent oral and written communication, planning, and analytical skills
• Self-directed and detail-oriented
• A passion for building software; ability to motivate and grow a collaborative, cross-functional team with a track record for quality and on-time deliveries
• Must be willing to occasionally connect with global colleagues at off-hours
• Experience with Morningstar products, services and data preferred

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
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If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.