At a Glance
- Tasks: Lead product marketing for reporting solutions, crafting compelling narratives and go-to-market strategies.
- Company: Join Morningstar, a global leader in investment research and financial data.
- Benefits: Enjoy a competitive salary, hybrid work model, and a bonus structure.
- Other info: Dynamic team environment with opportunities for growth and collaboration.
- Why this job: Make a real impact by empowering financial professionals with innovative reporting tools.
- Qualifications: 5+ years in product marketing or related fields, with strong communication skills.
The predicted salary is between 61600 - 86533 £ per year.
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.
The Role
We are seeking a Senior Product Marketing Manager to support the reporting solutions within Morningstar Direct. This role will lead positioning, messaging, go-to-market execution, sales enablement, and client adoption initiatives for one of the platform's most important workflow areas. Reporting is often where clients realize the value of their investment process by turning research, analysis, and insights into professional deliverables. The ideal candidate is a customer-focused storyteller who can translate product capabilities into compelling outcomes, partner closely with product and commercial teams, and drive engagement across our global client base.
Reporting to the Director of Product Marketing for Direct Software, this individual will partner closely with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success teams. This role offers an opportunity to influence the evolution and growth of one of Morningstar's most strategic software platforms.
Responsibilities
- 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.
Qualifications
- 5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology.
- 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 segmentation projects, especially to drive successful launches and drive adoption.
- Excellent written and verbal communication skills, with the ability to tailor content to a variety of audiences.
- Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
- Customer-centric mindset with a passion for understanding user needs and translating insights into effective go-to-market strategies.
- Comfort using data to inform prioritization, decision-making, and performance measurement.
- Self-starter with a proven commitment to a test, learn, and iterate mindset.
- Empathy, curiosity, and the ability to learn quickly in a dynamic environment.
Base Salary Compensation Range
£61,600 – £86,533.33
Bonus Target: 12.5% bonus
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
About Us
Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.
Senior Product Marketing Manager employer: Morningstar, Inc.
Morningstar, Inc. is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong commitment to employee growth, we offer extensive professional development opportunities and encourage our team members to expand their skills while building meaningful relationships with key institutional investors. Join us to be part of a dynamic environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Product Marketing Manager
✨Show Your Creative Side
In marketing communications, standing out is key. Get creative with your application! Consider designing a mini-campaign or pitch that highlights your skills and understanding of the brand. Tailor it for Morningstar, Inc. and show them what you can bring to the table.
✨Engage in Marketing Communities
Get involved in local or online marketing communications groups. Check out platforms like Meetup for events and workshops. Networking here can lead to hidden job openings and valuable insights into the industry trends—this is where we often discover what companies like Morningstar, Inc. are looking for.
✨Leverage Social Media
Use platforms like LinkedIn and Twitter to showcase your passion for marketing communications. Share insights, articles, and your own content that resonates with the industry. Tagging or interacting with Morningstar, Inc. on these platforms can catch the eye of recruiters and show you're genuinely interested in them.
✨Attend Industry Events
Keep an eye out for marketing conferences and workshops. These are great places to meet potential employers face-to-face and make connections that could land you a full-time role at Morningstar, Inc.. Bring your business cards and be prepared to chat about how you can contribute!
We think you need these skills to ace Senior Product Marketing Manager
Some tips for your application 🫡
Craft an Impactful Cover Letter:Your cover letter is your chance to shine! Focus on your passion for marketing communications and how your previous experiences can benefit Morningstar, Inc.. Make sure to mention specific campaigns or projects you’ve worked on that showcase your creativity and strategic thinking.
Showcase Your Writing Skills:As you're diving into a marketing communications role, your writing ability is crucial. Include samples of your work, like blog posts, press releases, or social media campaigns in your application. This lets us see your style and how you engage with different audiences.
Tailor Your CV to Marketing:Your CV should highlight relevant marketing skills and experiences! Include specific tools or platforms you’ve used, like Google Analytics or social media management software. Mention any certifications or workshops related to marketing that you've completed – they can give you an edge!
Demonstrate Your Understanding of Morningstar, Inc.:Show us that you’ve done your homework! In your application, briefly mention what you admire about Morningstar, Inc.’s marketing approach or any recent campaigns that caught your attention. This can reveal your enthusiasm for the role and your genuine interest in joining our team!
How to prepare for a job interview at Morningstar, Inc.
✨Showcase Your Creative Campaigns
Get ready to flaunt your portfolio! Include examples of previous marketing campaigns you've worked on, especially those that showcase your creativity and strategy. Recruiters at Morningstar, Inc. will be keen to see how you conceptualise and execute campaigns, so highlight any measurable outcomes to back up your claims.
✨Know Your Digital Tools Inside Out
If you’re heading into a marketing-communications role, make sure you're comfortable discussing key digital marketing tools like Google Analytics, HubSpot, or Hootsuite. Expect some technical questions about how you've used these tools in the past, as they'll want to gauge your hands-on experience and how you analyse data to drive marketing decisions.
✨Be Ready for Scenario-Based Questions
At Morningstar, Inc., they may throw some scenario-based questions your way, aimed at testing your problem-solving skills in real-life marketing situations. Think through potential challenges you’ve faced, how you navigated them, and be prepared to discuss your thought process and outcome.
✨Demonstrate Your Passion for Marketing
As you’re applying for a full-time position, show that you're not just looking for a job, but a career in marketing. Talk about the latest trends in marketing communications, your favourite campaigns, and why they inspire you. Your enthusiasm can really make you stand out and demonstrate that you’re committed to growing within the field.
