You and the process

With a person
Anna, in-house recruiter
9 years hiring engineers
30 minutes with a real recruiter
They read your CV with you, on a call, and say where the offers are being lost.
Didn’t find what you were looking for? Tell us what to build
Morningstar

Senior Product Marketing Manager

  • Hybrid
  • 6+ years

Salary

$98,125/ year

AI summary

For members

The whole posting in a few lines. Sign up to read it here and on every role you open.

Sign Up to Read

Description

The company's Direct Platform business serves a global client base across asset management, wealth management, institutional consulting, and investment research.

The company Direct is the company's flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow tools so investment professionals can decide faster and better. Reporting turns that analysis into clear outputs used for investment decisions, client communication, and stakeholder updates.

The team's aim is to help financial professionals and the investors they serve reach their financial goals.

Responsibilities

  • Shape positioning, messaging, and go-to-market work for the reporting capabilities within the company Direct, covering sales enablement and client adoption.
  • Report to the Director of Product Marketing for Direct Software and work closely with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success.
  • Create positioning, messaging, objection handling, content, and sales tools that explain the value of reporting to different client segments and personas.
  • Work with Product Management and UX to learn reporting workflows, client needs, and product priorities, then turn new capabilities into customer-facing stories.
  • Plan and run go-to-market activity for reporting releases, including launch strategy, enablement materials, client communications, and adoption programs.
  • Research client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage data, then share recommendations with product and commercial teams.
  • Work with Sales and Client Success to find common reporting challenges, competitive objections, and adoption blockers, and build resources that improve engagement and retention.
  • Track competitors in reporting, analytics, and portfolio management, and give client-facing teams messaging and selling tools that set the platform apart.
  • Build sales plays and adoption campaigns that grow platform usage, raise the value clients get, and support revenue.
  • Work with Campaign Marketing on persona-based programs and content that build awareness, engagement, and demand for the company Direct capabilities.
  • Make sure reporting is well represented across product narratives, client materials, digital channels, events, webinars, and thought leadership.
  • Measure and report the results of product marketing work using business metrics, campaign performance, adoption trends, and client outcomes.

Requirements

  • 5+ years in product marketing, product management, marketing, sales enablement, or a related role in financial services, fintech, software, or investment technology.
  • Experience with software platforms, workflow tools, analytics solutions, or reporting applications.
  • Familiarity with the investment management, asset management, wealth management, or institutional investing world is a plus.
  • Able to explain complex product ideas simply and in a way that speaks to customers.
  • Proven record of leading cross-functional work and influencing product, sales, marketing, and client-facing teams.
  • Has created positioning, messaging, sales materials, launches, or adoption programs that delivered measurable business results.
  • Has run market research, win-loss analysis, competitive intelligence, or customer segmentation, especially to support launches and adoption.
  • Writes and speaks well and can adjust content for different audiences.
  • Manages several projects at once in a fast-moving setting.
  • Customer-focused, curious about user needs, and turns those insights into go-to-market strategy.
  • Uses data to guide priorities, decisions, and performance measurement.
  • Self-starter who tests, learns, and iterates.
  • Empathetic, curious, and quick to learn in a changing environment.

Conditions

Hybrid work: in most locations, four days in the office each week, with other flexible arrangements available.

Tools and resources are provided so you can engage with colleagues worldwide wherever you work.

Total cash compensation range: $98,125.00-143,925.00, including annual base salary and target incentive.

Employer: the company Europe Ltd (UK).

Equal-opportunity statement is not included in the source and is therefore omitted.

Benefits

  • 401k with a 100% match up to 6% of salary.
  • Stock ownership potential.
  • Company-paid life insurance of 1x salary plus commission.
  • Comprehensive medical, dental, and vision coverage, with potential premium discounts and company HSA contributions of up to $500-$2,000 annually for specific plans and coverages.
  • Wellness incentives of up to $300-$600 per year.
  • Company-provided long- and short-term disability insurance.
  • Trust-based time off.
  • 6-week paid sabbatical program.
  • 6 weeks of paid family caregiving leave.
  • Paid parental leave of 8-24 weeks.
  • Adoption assistance.
  • Leadership coaching and formal mentorship.
  • Annual flex stipend of $1,000 for education and well-being expenses.
  • Tuition reimbursement.
  • Charitable matching gifts.
  • Dollars for Doers volunteer program.
  • Paid volunteering days.
  • Access to 15+ employee resource and affinity groups.

Where you’d work

Part of the week in the office

You can work from

  • United States

About the company

Morningstar

  • Industry: FinTech

Offices in Chicago, United States, United States

Also hiring in London, United Kingdom, United Kingdom, Toronto, Canada and 6 more places

Your chances

Worth a look before you spend an evening tailoring a CV for it.

  • 21 checks run
  • 1 red flag

Still hiring?

14 checks

1 red flag

How crowded?

7 checks

No red flags

Fits Me

How well does this role fit you?

Answer a few questions or drop your CV, and every role gets a fit score with the reasons, this one first.

  • Your field
  • Level
  • Stack
  • Work model
  • Salary floor
  • Must-haves
Details12 facts · Role, Location, Compensation, Employment, Company
Seniority
Senior
Type
Full-time
Industry
FinTech
Specialty
Growth
Region
United States
Pay period
Annual
Show 6 more factsShow less

Role

Category
Marketing
Specialty
Growth
Seniority
Senior
Experience
5+ years

Location

Work model
Hybrid
Region
United States
Offices
  • Chicago, United States
  • United States
Remote from
  • United States

Compensation

Salary
$98,125 / year
Pay period
Annual

Employment

Type
Full-time

Company

Industry
FinTech

Something wrong with this vacancy?

Similar vacancies

Share this vacancy

What's wrong with it?

The employer never sees who reported.

Reason