Senior Product Marketing Manager, Direct Platform

Morningstar's mission is to empower investor success. Our team does this by creating products that help financial professionals and the investors they serve achieve their financial goals. The Direct Platform business is one of Morningstar's largest business units, serving a global client base across asset management, wealth management, institutional consulting, and investment research. Morningstar Direct is our flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow solutions to help investment professionals make better decisions with greater efficiency.

Reporting is a critical part of that experience, helping clients transform analysis into clear, actionable outputs that support investment decisions, client communication, and stakeholder engagement.

• Develop positioning, messaging, objection handling, content, and sales tools that clearly communicate the value of Morningstar Direct's reporting capabilities to different client segments and personas.
• Partner closely with Product Management and UX teams to understand reporting workflows, client needs, and product priorities, translating new capabilities into compelling customer-facing narratives.
• Craft and execute go-to-market plans for new reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
• Deeply understand client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, bringing actionable recommendations back to product and commercial teams.
• Collaborate with Sales and Client Success teams to identify common reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention.
• Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools.
• Develop revenue-generating sales plays and adoption campaigns designed to expand platform usage, increase client value realization, and support commercial growth.
• Partner with Campaign Marketing to create persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
• Work cross-functionally to ensure reporting capabilities are effectively represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
• Measure and communicate the impact of product marketing initiatives through business metrics, campaign performance, platform adoption trends, and client outcomes.

• 5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology.
• We are looking for a marketer who has experience with software platforms, workflow tools, analytics solutions, or reporting applications.
• Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem, is a plus.
• Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner.
• Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
• Demonstrated experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
• Experience conducting market research, win-loss analysis, competitive intelligence, or customer…