Senior AI Solutions Product Marketing Lead

About the Company:

Morningstar's mission is to empower investor success. The Data and Research team does this by creating products that help financial professionals and the investors they serve, achieve financial goals. The Direct Platform business is one of the largest business units, with a large pre-existing user group - still prime for market and wallet share growth globally. For the Data and Research business line, this means delivering the data and research that help financial professionals be more efficient, innovative, and connect with their clients in a more meaningful way.

The Role:

We are seeking a strategic and results-driven Senior Product Marketing Manager to lead the go-to-market strategy, positioning, and demand generation for our AI Solutions and Direct Web Services. This role is ideal for a marketer who thrives at the intersection of data, storytelling, and customer insight, and who can translate product innovation into compelling value propositions.

Reporting to the Director of Product Marketing for Data and Research, this individual will partner with Campaign Marketing, Corporate Marketing and the Product, Research, Sales and Client Service teams. This role offers an excellent opportunity to make a real business impact for Morningstar.

Position Location: Chicago, IL (hybrid model with mandatory four days per week in office)

Responsibilities

• Develop positioning, messaging, objection handling, content and sales tools that reflect the attributes and needs of key client segments & personas. Develop ways to reach each segment with the right value proposition to help qualify and differentiate offers.

• Be ready and willing to dive into data driven initiatives that help define product marketing strategy, prioritization of projects, and development of persona-based assets. This includes the use of sales dashboards for a deep understanding of the part the business you cover, conducting market sizing, leading win-loss analysis and more.

• Work with client-facing teams and subject-matter experts to ensure client-feedback, investment insights and responses to sales objections are considered in our client and outcome-focused marketing materials.

• Craft and execute the go-to-market strategy for new product releases, including positioning, content development, and resources for client-facing teams to deliver business growth, which includes retaining existing clients and attracting new clients.

• Collaborate with 3rd party partners and vendors to plan and implement co-marketing strategies and activities that promote Morningstar's solutions to current and new prospects and audiences.

• Develop and execute revenue-generating sales plays to support in pipeline building and revenue generation. This includes identifying key selling opportunities, creating highly targeted client lists and crafting messaging and resources to enable sellers to capitalize on these opportunities and close deals.

• In alignment with the campaign manager, create compelling persona-based demand generation campaigns & campaign resources.

• Partner with corporate and product marketing teams to leverage and extend thought leadership, research, and brand campaigns through our digital, event and media platforms.

• Perform other duties as necessary

Qualifications

• Minimum of 5 years in a product marketing or management capacity - in the financial services industry

• Bachelor's degree

• Proven ability to communicate effectively, both verbally and in writing, to a wide variety of stakeholders at different levels, translating complex initiatives into materials and products that effectively communicate core values and goals.

• Must have an operational ability to effectively perform at various levels of the business with a proven track-record of excellence in engaging and building relationships.

• Organized, detail-oriented and capable of advancing projects simultaneously.

• Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.

• Demonstrated ability to develop and position AIpowered products, with a working understanding of how applied AI and data-driven insights create customer value. Comfort…