Sr 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® Office Suite is portfolio accounting, reporting, research, billing, and rebalancing software. 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.
We prefer for the position to be located in our Chicago office but will consider candidates working remotely in the United States where Morningstar is registered to conduct business.
Responsibilities:

• Own the strategic and tactical roadmap, requirements, and end-to-end product development lifecycle.
• Champion Office 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 work streams, 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
• Break down 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:

• A minimum of 5 years in a product management role for a financial planning system.
• A bachelor's degree in finance, economics, computer science or related field is required; a graduate degree is a plus
• 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

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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