USCIS

Marketing

• Serve as a strategic marketing partner to business unit teams, translating client needs and market dynamics into segment‑specific content strategies and marketing programs.
• Lead segment marketing efforts for advisors, asset managers, and institutional investors—defining segment insights, messaging, buying journeys, and key use cases.
• Develop solutions‑level messaging frameworks that connect Morningstar’s capabilities to client problems, workflows, and value drivers.
• Build sales enablement materials including pitch decks, product narratives, positioning guides, client case studies, and competitive insights.
• Partner with Research, Product, and BU Marketing teams to ensure content and messaging are accurate, differentiated, and aligned to strategic priorities.
• Support go‑to‑market planning for new capabilities, research initiatives, and priority commercial campaigns.
• Maintain a deep understanding of the industry landscape, regulatory environment, product categories, and competitive positioning across our segments and solutions.
• Adhere to content governance, quality standards, and brand guidelines for all sales‑ and client‑facing materials.

Senior Marketing Manager, Client Solutions

Data Analyst

• Own and maintain recurring reporting and dashboards used by Revenue Operations and business stakeholders
• Ensure ongoing reliability, accuracy, and timeliness of core reports and metrics (KTLO)
• Monitor reporting pipelines and dashboards for data quality issues, breakages, or anomalies
• Respond to recurring and ad hoc reporting requests with speed and precision
• Maintain documentation for reports, dashboards, metric definitions, and data source
• Help define, maintain, and enforce metric definitions and business logic across reports
• Partner with Platform and Engineering teams to ensure accurate and consistent data collection
• Create audits and checks to ensure data hygiene and consistency across systems
• Identify gaps or inconsistencies in data and escalate recommendations for improvement
• Serve as a reliable analytics partner to Revenue Operations and business stakeholders
• Support stakeholder questions related to dashboards, metrics, and reporting interpretation
• Collaborate with analysts, platform teams, and engineering partners to support reporting infrastructure
• Contribute to analytics standards, best practices, and process improvements
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested

Artificial Intelligence

• Define principles, standards, and guardrails for AI use in Credit, including: Human‑in‑the‑loop expectations, Quality assurance processes, Explainability and auditability requirements, Appropriate handling of MNPI and regulated content.
• Partner closely with Compliance, Risk, Methodology Review Function, and Legal to ensure AI usage aligns with Regulatory expectations.
• Define where AI should be applied at scale, where it should be constrained, and where it should not yet be used within Credit.
• Ensure AI capabilities are adopted and used responsibly within Credit workflows.
• Sponsor and guide adoption approaches such as Narrow pilots, Controlled rollouts, and Clear usage guidance.

Senior Director, AI Enablement – Solutions

Risk

• Taking primary analytical responsibility for assigned client companies and managing their entire assessment and servicer ranking process.
• Analyzing servicers’ information/data submissions, scheduling and preparing for client meetings, and leading the ranking review meetings as well as handling any follow-up requests and communications.
• Applying Morningstar DBRS’ commercial mortgage servicer ranking methodology and criteria to prepare well-written, comprehensive assessment reports and present the ranking recommendations for committee approval.
• Work with our editorial team to publish the ranking reports and lead-in press releases.
• Maintain surveillance on assigned client companies and their rankings through interim data submissions, interactions with Morningstar DBRS’ CMBS ratings group, ad hoc communications with the client companies, and other publicly available sources.

Assistant Vice President, Operational Risk Assessments – Commercial Mortgage Servicing

Customer Success Manager

• Achieve retention and expansion goals measured quarterly while providing excellent support to clients
• Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
• Onboard new clients, identify client goals, and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
• Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
• Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
• Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
• Engage regularly with Account Managers to strategize on account retention and growth opportunities
• Use Catalyst and Tableau to effectively manage client relationships through call logging, usage data monitoring, and task management
• Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
• Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
• Comprehend and demonstrate why and how each of our client types engages with our product and our data
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Recruitment

• Manage full-cycle recruitment for junior and mid-level roles including sourcing, screening, interviewing, offer negotiation, and onboarding handoff
• Partner with hiring managers to align on search strategies, candidate profiles, and market realities
• Provide clear, consistent updates on search progress, candidate pipelines and market activity
• Deliver an exceptional candidate experience, representing Morningstar’s brand and values across all touchpoints
• Utilize a variety of sourcing techniques—LinkedIn Recruiter, Boolean searches, referrals, and market intelligence—to uncover strong talent within financial services
• Maintain accurate candidate records and workflow progress within Workday
• Demonstrate agility in a fast-paced, evolving environment, with curiosity and openness to leveraging emerging technologies, including agentic AI, to enhance efficiency and effectiveness

Talent Acquisition Specialist – Credit Ratings

• Manage full-cycle recruitment for junior and mid-level roles including sourcing, screening, interviewing, offer negotiation, and onboarding handoff.
• Partner with hiring managers to align on search strategies, candidate profiles, and market realities.
• Provide clear, consistent updates on search progress, candidate pipelines and market activity.
• Deliver an exceptional candidate experience, representing Morningstar’s brand and values across all touchpoints.
• Utilize a variety of sourcing techniques—LinkedIn Recruiter, Boolean searches, referrals, and market intelligence—to uncover strong talent within financial services.
• Maintain accurate candidate records and workflow progress within Workday.
• Demonstrate agility in a fast-paced, evolving environment, with curiosity and openness to leveraging emerging technologies, including agentic AI, to enhance efficiency and effectiveness.

Talent Acquisition Specialist – Credit Ratings, 6 Month Contract

Content Marketing Manager

• Build and lead the global content operations function, setting the standards, processes, and systems that enable consistent and scalable content delivery.
• Identify and implement AI‑powered tools and workflows that improve content planning, creation, editing, tagging, governance, quality control, and optimization.
• Establish and manage global content calendars, production workflows, intake processes, prioritization frameworks, and resource models.
• Collaborate closely with Marketing Operations, Web & Digital Strategy, Creative Services, Research Amplification, and the Business Unit Marketing teams to streamline cross‑team collaboration and eliminate friction in the content lifecycle.
• In partnership with the Audience Engagement Editor, develop and maintain governance frameworks, metadata standards, taxonomy, tagging models, and editorial guidelines.
• Enhance CMS utilization and workflow automation; evaluate and implement modern content technologies, including AI‑assisted production tools, workflow systems, and knowledge management solutions.
• Partner with Marketing Intelligence to embed performance insights into continuous improvement loops and operational dashboards.
• Build operational reporting that provides visibility into pipeline health, production velocity, content quality, and stakeholder satisfaction.
• Lead change‑management efforts to drive adoption of new systems, processes, and AI‑enabled workflows across global teams.
• Manage a small team and/or external partners; oversee budgets related to content systems and workflow management.

Senior Marketing Manager, Content Operations

Sales

• Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
• Develop and facilitate presentations that support the business's strategic marketing messages and make a compelling case for introducing our services to a relationship.
• Identify appropriate opportunities for client relationship expansion and promotion of the managed account service.
• Partner with other field sales representatives and various functional groups across Morningstar Investment Management in order to develop creative solutions that meet client needs.
• Monitor and provide feedback on client and competitive activities in the marketplace.