Product Marketing Manager, Advisor Software

The Role

The Direct Platform team transforms Morningstar's high-quality data, independent research, and technological expertise into well-designed software products that delight our clients. Direct Advisory Suite, our advisor software, gives financial advisors the research, reports, and planning tools to make the right investment decisions for their clients. It's a pillar of our Enterprise business.

As Product Marketing Manager, Advisor Software, you'll lead go-to-market launches, shape positioning and messaging, and connect sales, strategic account marketing, and demand generation around clear priorities. You'll also help grow our customer marketing programs to increase product adoption, advocacy, and client engagement. You'll work closely with product management, product development, client success, service teams, and sales.

This role is based in our Chicago office and requires working onsite 4 days per week.

What Success Looks Like

Success is measured by client retention, client satisfaction (NPS), sales pipeline growth, closed business conversion, and shorter sales cycles.

What You'll Do

• Craft and execute the go-to-market strategy for new product releases, including positioning, content, service enablement, and sales enablement, to retain existing clients and attract new ones.
• Act as the commercial lead across sales, strategic account marketing, and demand generation, turning product strategy and market opportunities into sales plays, enablement programs, customer marketing initiatives, and client-facing assets.
• Develop and execute customer marketing programs that drive product adoption, advocacy, engagement, and expansion across the advisor client lifecycle, using client insights and success stories.
• Bring the voice of the advisor to the team through market research and win/loss analysis, and use those findings to inform product development, packaging, pricing, positioning, and messaging decisions.
• Build the competitive landscape for the business and create a sales enablement toolkit to support client conversations.
• Own our content library, including sales enablement and client-facing assets and testimonials, and keep it current so the sales team uses it.
• Partner with business analysts to measure and report on program results to executive stakeholders, and use what you learn to improve outcomes.

What You Bring

• 3+ years of experience in product marketing, marketing, sales enablement, or customer communications. Morningstar or financial services software experience is a plus.
• *A track record of leading cross-functional projects with measurable business results.
• Strong communication skills for internal and external audiences. Writing samples are a plus.
• Comfort using data to measure results and decide what to do next, with a test-and-learn mindset.
• Strong prioritization skills in a fast-moving environment.
• Experience partnering closely with sales teams on support materials or training is a plus.
• Familiarity with tools such as Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, and Jira, or similar.

Compensation and Benefits

• At Morningstar we believe people are at their best when they are at their healthiest.
• That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
• Here are some examples of the offerings we provide:

• 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-$2,000 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

Total Cash Compensation Range $76,550.00-112,266.66

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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