Product Manager

Mission & Role

The Group at Morningstar strives to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence.

The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor.

The AI-enabled Product Manager will lead the transformation of core customer and colleague workflows across the Morningstar Wealth Platform. This role sits at the heart of how investors and advisers interact with the platform, owning some of the most mission‑critical journeys in wealth management – including tax wrapper switching, investor profile management, money movements, and fees. You will be accountable for re‑engineering complex, high‑volume processes into intuitive, self‑served, and experiences that scale efficiently while meeting regulatory and operational standards.

• Own end‑to‑end the digitalisation of core, high value workflows across our Platform product.
• Lead the shift from manual, colleague‑led processes to secure, permissioned, customer self‑service experiences – leveraging authentication, role‑based access controls, and intelligent automation to reduce dependency on human intervention at scale.
• Define and deliver an automation roadmap that materially reduces operational effort, processing time, and error rates – identifying where intelligent automation can replace manual workflows, improve scalability, and free colleagues to focus on higher‑value activity.
• Partner with engineering, design, operations, and customer teams to deliver front‑to‑back solutions spanning UX, APIs, workflow orchestration, and back‑office services – actively using AI to accelerate the product development lifecycle across discovery, definition, design, and refinement.
• Own and prioritise the product backlog using a clear value framework, balancing customer impact, operational efficiency, regulatory obligations, and technical sustainability.
• Maintain a strong continuous discovery cadence with customers, advisers, and internal colleagues – to surface patterns, identify emerging trends, and map opportunities across operational and behavioural data, turning insight into prioritised product action.
• Champion the adoption of AI tools across your own daily workflows – from backlog management and stakeholder communications to research synthesis and delivery planning – modelling what it means to be a genuinely AI‑enabled product leader.
• Act as the single point of product leadership for your domain, clearly communicating vision, trade‑offs, progress, and outcomes to senior stakeholders.

• 5–7+ years’ experience as a Product Manager (or equivalent), ideally working on platform, workflow, or automation‑heavy products.
• Clear, demonstrable track record of using AI to enhance your own practice and the teams around you.
• Deep knowledge of wealth management platforms, ideally gained through direct experience working in or very closely with operational teams.
• Strong understanding of the manual processes, back‑office dependencies, and scalability constraints that define day‑to‑day platform operations – and the judgment to know where automation can make the greatest difference.
• Strong systems and workflow thinking, with the ability to design and improve end‑to‑end journeys rather than isolated features – including the confidence to challenge existing processes and reimagine them.
• Strong front‑to‑back product ownership, with an understanding of how customer experiences are enabled by back‑end services and processes.
• Outcome‑driven mindset, with experience setting and delivering against OKRs tied to customer value, operational efficiency, and AI‑enabled capability improvements.
• Excellent communication and stakeholder management skills, able to…