Senior AI Product Manager

This job is with Morningstar, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About Morningstar
Morningstar's mission is to empower investor success. The Direct Platform team does this by creating products that help financial professionals, and the investors they serve, achieve their financial goals. The Morningstar Direct Platform team is one of the largest business units that strive to give clients access to the data, analytics, and tools that help financial professionals be more efficient, innovative, and connect with their clients in a more meaningful way.
This role is based in our Chicago office, and we follow a hybrid policy of 4 days onsite. 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.

Role Overview
We are seeking     a Senior
Product     Manager to turn   financial   advisor pain points into validated, high-impact AI use cases. This role is a critical mem  ber      of        a dedicated discovery team  , responsible for deeply understanding advisor workflows, designing experiments, and providing evidence-based recommendations for what should be built.
Success is measured by the clarity, validity, and impact of use cases, and by how quickly they move from dis  covery to       validated     prototypes.
What Success Looks Like:
High-priority   financial   advisor workflows ar  e     clearly       validated     and actionable
Experiment  s produ  ce     clear evidence     for go/no-go decisions
Prototypes effectively communicate workflow improvements
Why This Role Matters
This role bridges the gap between   financial     advisor needs and AI execution. You ensure             what gets built is meaningful, usable, and impactful, reducing wasted effort downstream and increasing adoption.

Key Responsibilities
Conduct in-depth research and interviews to uncover   financial   advisor pain points and workflows
Translate findings into prioritized, actionable AI use cases
Define success metrics and go/no-go criteria for experiments
Collaborate with AI Experience Designers and Forward-Deployed Engineers to prototype solutions
Partner with Head of
Product to align on priorities and roadmap
Document workflow patterns, adoption insights, and validation evidence
Continuously iterate on experiments based on user feedback

Required Skill Sets
AI product leadership - Experience owning and scaling AI-powered products from concept to production.
LLM & model fluency - Working knowledge of modern AI approaches (ML, LLMs, RAG, prompt design, evaluations, quality trade-offs).
Experimentation & validation - Ability     to d  esign experiments to     validate     product ideas and AI behavior before and after launch.
User workflow discovery - Proven strength in translating complex user workflows into effective AI-assisted experiences.
Data-driven decision-making - Defines and tracks success metrics across adoption, impact, and AI performance.
Technical collaboration     - Cr  edible partner     to     ML, engineering, design, and compliance teams on feasibility, risk, and delivery.
Responsible AI awareness - Understands bias, safety, privacy, and reliability considerations in AI products.
Strategic prioritization - Balances short-term delivery with long-term AI platform and product vision.
Qualifications
7+ years of product management experience

Experience with AI and SaaS
Strong analytical, research, and synthesis skills
Excellent communication and documentation skills
Total Cash Compensation Range
$,230  USD Annual
Inclusive of annual base salary and target incentive
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…