Senior Product Manager

• Own the engagement platform strategy for managed accounts ensuring engagement supports product goals outcomes and ongoing participant engagement.
• Translate managed accounts product workflows and user states into event driven engagement opportunities (e.g. step abandonment advice completion enrollment milestones).
• Own the segment taxonomy and frequency capping strategy - ensuring no participant receives conflicting or redundant messages across product surfaces
• Ensure engagement logic scales across multiple recordkeepers RIA's and plan configurations without custom rebuilds.

• Own the managed account behavioral event taxonomy segmentation logic and eligibility rules in partnership with Engineering.
• Define and own canonical engagement success metrics and use event‑level data (funnels cohorts) to prioritize improvements.
• Own KPI reporting for the engagement platform: enrollment conversion rate time-to-enroll after nudge cross-PM message conflicts campaign launch velocity and email quality metrics
• Partner with Marketing Ops to review analytics and surface actionable insights for product and leadership stakeholders
• Lead A/B testing strategy - hypothesis design variant logic sample sizing and winner analysis - to continuously improve engagement outcomes

• Own engagement platform canvas and journey architecture for engagement ensuring reusability compliance readiness and clear governance.
• Establish and govern a lightweight intake model so product PMs route engagement requests through this platform role.
• Set and enforce frequency and conflict‑resolution rules across managed accounts product surfaces.
• Prevent message conflicts and ensure a coherent user-first experience as participants move between enrollment allocation contribution and advisory product surfaces

• Partner with Engineering on event instrumentation data pipelines and integrations supporting managed account engagement.
• Work with Marketing Operations Marketing and Compliance to enable scalable pre‑approved engagement execution.
• Act as the single accountable owner for managed accounts engagement decisions across teams.

• Own platform level quality analytics definitions and governance standards for managed accounts engagement.
• Ensure product or program specific branding disclosures and plan level content are dynamically managed (not manually configured) via connected content.

• Managed Accounts engagement operates as a product-led data driven platform providing a seamless cohesive engagement experience across all products.
• Product management can trigger personalized compliant engagement without ongoing engineering dependency once instrumentation is in place.
• Engagement outcomes are measured iterated and improved over time.

• Minimum of six years of relevant and progressive experience as a product manager with senior level ownership of a platform or shared capability
• Strong knowledge of product development lifecycle and agile methodologies
• Ability to effectively prioritize and execute tasks in a fast-paced environment
• Excellent written and verbal communication skills
• Strong customer service focus
• Demonstrated experience as a data focused product manager who:
  • Owns metrics and instrumentation
  • Uses behavioral data to drive prioritization and decisions
• Hands on experience with event based or behavioral data models
• Strong analytical fluency (funnels cohorts experimentation)
• Strong data fluency: comfortable reading segment definitions reviewing event schemas and working directly with analysts and engineers on data pipeline questions without needing everything translated
• Experience managing cross-functional stakeholder relationships where you did not have direct authority - aligning engineering marketing compliance and operations teams toward a shared outcome
• Track record of shipping measurable improvements to user engagement or conversion metrics
• Technical literacy with APIs integrations and data pipelines enabling strong partnership with Engineering
• A bachelor's degree is required

• Experience operating in regulated or high-risk environments (retirement or financial services)
• Familiarity with Braze or similar engagement orchestration platforms
• Demonstrated experience with a modern customer engagement platform - Braze Iterable Salesforce Marketing Cloud or equivalent - with hands-on involvement in campaign logic segmentation and journey architecture (not just stakeholder oversight)
• Experience supporting client facing discussions in complex integration environments

• 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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