The Role:

Morningstar is actively seeking a forward-thinking Senior Product Manager to lead the evolution of our Retirement Manager product and related applications. As part of our dynamic team based in Chicago and Toronto, you will play a pivotal role in crafting next-generation tools that leverage best in class experiences and AI to enhance retirement planning solutions and deliver significant value to our users.

Responsibilities:

• Execute on strategic projects partnering with other product and technology squads.
• Oversee multiple projects concurrently. Proactively drive new business initiatives through research, documentation, and implementation.
• Responsible for guiding products from initial development all the way through launch, including the operational aspects of the product launch.
• Create and manage the product roadmap and set priorities
• Serve as the subject matter expert of our managed accounts application both internally with our development teams and externally with institutional clients.
• Engage with the retirement industry and our clients to proactively research and recommend enhancements and improvements of our offerings.
• Use Data to drive decisions and measure success
• Foster a team dynamic that is motivated to improve the customer experience and drive better retirement outcomes.

Qualifications:

• 3+ years of relevant experience, with some demonstrated experience in product management desired.
• Previous retirement industry experience, previous experience with Morningstar Retirement Manager is a plus
• Experience working across stakeholder groups such as Design, Technology, Strategic Clients and Sales, Customer Support, and Product.
• Superior business judgment, data analysis, and problem-solving skills.
• Ability to look at situations from several points of view: internally, externally, and cross-functionally.
• Excellent communication and interpersonal skills.
• Self-directed and detail-oriented.
• Creative thinker with an analytical approach to problem solving, an inquisitive and critical mind, strong attention to detail, and the ability to multi-task.
• Knowledge and experience in working with the Agile development framework.
• Strong customer-service focus for building a product with purpose and supporting clients.
• A bachelor's degree is required.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality 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.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.