Senior Marketing Manager Client Solutions

• Serve as a strategic marketing partner to business unit teams translating client needs and market dynamics into segment‑specific content strategies and marketing programs.
• Lead segment marketing efforts for advisors asset managers and institutional investors-defining segment insights messaging buying journeys and key use cases.
• Develop solutions‑level messaging frameworks that connect Morningstar's capabilities to client problems workflows and value drivers.
• Build sales enablement materials including pitch decks product narratives positioning guides client case studies and competitive insights.
• Partner with Research Product and BU Marketing teams to ensure content and messaging are accurate differentiated and aligned to strategic priorities.
• Support go‑to‑market planning for new capabilities research initiatives and priority commercial campaigns.
• Maintain a deep understanding of the industry landscape regulatory environment product categories and competitive positioning across our segments and solutions.
• Adhere to content governance quality standards and brand guidelines for all sales‑ and client‑facing materials.

• 5-10+ years of experience in marketing product or sales within asset management investment management wealth management or financial services.
• Deep knowledge of the professional investor ecosystem and client needs including advisors asset managers and institutional investors.
• Proven experience developing value propositions messaging frameworks and GTM materials for sophisticated B2B audiences.
• Strong understanding of investment products portfolio construction concepts and the workflows of professional investors.
• Exceptional written and verbal communication skills; able to simplify complex concepts for commercial marketing and client‑facing stakeholders.
• Experience partnering with sales teams and creating tools that support commercial conversations.
• Strong analytical mindset with the ability to interpret performance data market insights and client feedback.
• Ability to influence cross‑functional partners in a matrixed organization.
• Ability to work at least 4+ days/week onsite in New York Chicago or London.

• 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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