Senior Manager, Brand and Competitive Intelligence Insights

• Lead the development, design, and ongoing buildout of Morningstar’s Brand Research and Competitive Intelligence functions.
• Establish a scalable, centralized approach to brand and competitive insights.
• Define the operating structure, research roadmap, governance, and stakeholder engagement model.
• Build a sustainable framework for measuring brand health and monitoring market and competitor movement.
• Synthesize complex findings into clear, business-ready narratives.
• Present insights to senior stakeholders and drive decision-making through briefings and planned readouts.
• Help connect brand and competitive intelligence with other insight streams.
• Identify opportunities to use AI and scalable workflows to improve efficiency and create more accessible insights assets.
• Manage external research and intelligence partners as needed.

• Strong experience in brand research, competitive intelligence, or related strategic insights disciplines, ideally in a B2B, financial services, or complex enterprise environment.
• Demonstrated ability to build or scale a research function, including defining processes, governance, stakeholder workflows, and reporting rhythms.
• Deep understanding of brand measurement, message testing, perception tracking, and the strategic application of brand research to business decisions.
• Strong knowledge of competitive intelligence methods, including external monitoring via tools like Gartner, market synthesis, competitor profiling, and strategic analysis.
• Ability to connect research and intelligence outputs to business strategy, marketing choices, product decisions, and GTM priorities.
• Excellent analytical skills with the ability to synthesize quantitative and qualitative inputs into compelling narratives and clear recommendations.
• Strong communication and stakeholder management skills, with experience influencing senior partners across marketing, product, sales, and executive teams.
• Strong proficiency in Excel and other analysis and reporting tools; experience with visualization, survey platforms, or intelligence tracking systems is desirable.

Demonstrates expertise in brand research and competitive intelligence, with a strong ability to synthesize complex data into actionable insights that drive strategic business decisions. Proficient in stakeholder engagement and governance frameworks to enhance research functions and connect insights to marketing and product strategies.

• Brand Research
• Competitive Intelligence
• Stakeholder Management
• Analytical Skills
• Excel Proficiency

• Brand Measurement
• Message Testing
• Perception Tracking
• Market Synthesis
• Competitor Profiling
• Strategic Analysis
• Research Function Development
• Governance Definition
• Reporting Rhythms

• Communication
• Influencing Skills

• B2B
• Financial Services
• Enterprise Environment

• Gartner
• Analysis Tools
• Visualization Tools
• Survey Platforms
• Intelligence Tracking Systems