Senior Manager, AI Partnership Marketing

Direct Platform

Senior Manager, AI Partnership Marketing
Chicago, IL (Hybrid)
Full‑time

Reports to:

Team Lead, Strategic Account Marketing
Dotted line:
Global Head of AI Platform Strategy & Partnerships

Morningstar's Direct Platform is building a dedicated AI Partnership Marketing function to protect, grow, and transform the business in the LLM and AI ecosystem. This is a foundational role — you will be the first marketer singularly focused on the partner ecosystem, responsible for designing the program from the ground up and scaling it through disciplined execution, AI‑powered workflows, and deep cross‑functional alignment.

You will own the strategy and activation of a tiered partner marketing program — building co‑marketing playbooks, enabling internal sales teams, and driving toward  1M in closed‑won partner‑sourced revenue in year one. You'll operate at the intersection of product, sales, brand, and legal, serving as the primary marketing point of contact for all enrolled partners.

• 1M Closed‑won partner‑sourced revenue
• ≤5 Enrolled partners at program launch

• Tier program design
• Build and manage Platinum / Gold / Silver framework with upgrade criteria, Q  cadence, and tier‑to‑treatment logic.
• Co‑marketing execution
• Own joint demand gen, webinars, paid campaigns, social, PR, and events for each tier. Build a design system for content at scale.
• Sales enablement
• Equip sellers with messaging, talk tracks, demo scripts, and joint sales plays. Track asset adoption and rep confidence scores.
• In‑platform brand
• Partner with brand to define how Morningstar appears inside off‑platform partner experiences, with enforceable guidelines.
• Attribution & reporting
• Build partner pipeline tracking — sourced and influenced — and present results to leadership and partners as proof of value.
• Client education
• Develop AI literacy content targeted by persona and workflow — helping advisors and clients understand AI's role in their day‑to‑day.

• Design and launch the tiered partner marketing program (Platinum / Gold / Silver), including intake criteria, upgrade paths, and treatment‑by‑tier marketing plans covering demand gen, media, product marketing, events, and brand.
• Serve as the primary marketing point of contact for all enrolled partners; lead kickoff meetings to align on brand rights, creative review SLAs, joint value propositions, and rules of engagement.
• Develop co‑branded campaign assets and a reusable design system with the creative team to enable fast‑track content production across partners.
• Build and maintain in‑platform brand guidelines defining how Morningstar appears inside partner ecosystems and off‑platform experiences.
• Develop and execute GTM enablement plans for the sales team — including talk tracks, FAQs, one‑pagers, and joint sales plays — and track adoption via Gong and asset engagement metrics.
• Own partner‑sourced pipeline tracking and influence attribution; prepare quarterly business review (Q ) materials to demonstrate ROI to both internal leadership and partner stakeholders.
• Create targeted client education content (persona‑ and workflow‑specific) that brings AI capabilities down to advisors' level of familiarity and comfort — starting with tactical Copilot use cases and building toward Agents and Skills adoption.
• Align with sales leadership and the Global Head of AI Platform Strategy on partner prioritization, tier assignments, and program enrollment decisions.
• Establish shared work spaces, communication cadences, and escalation paths with each partner to ensure smooth execution and accountability.
• Monitor and manage the demand‑gen activation budget, tracking spend against pipeline and revenue outcomes.
• Identify operational risks — over‑expansion, contractual ambiguity, brand control gaps — and proactively build processes to mitigate them.

• 6+ years in B2B marketing with at least 2 years in partnership, channel, or alliance marketing at a SaaS or data/technology company.
• Demonstrated experience building or managing a tiered partner program — including co‑marketing execution, enablement, and performance reporting.
• Strong understanding of the LLM and…