USCIS

Content Manager

• Develop and lead a global B2B content strategy aligned to key customer segments and corporate priorities.
• Define tone, messaging, and audience journeys, including content for brand campaigns targeting asset managers.
• Create and adapt thought leadership, articles, blogs, videos, podcast scripts, and social posts tailored to wealth and asset management professionals.
• Build and manage a consistent editorial pipeline.
• Partner closely with marketing, sales, research, editorial, and business units to ensure content relevance and alignment.
• Use performance metrics and marketing intelligence to guide editorial planning and improve content impact.
• Ensure all content meets regulatory standards and adheres to brand and content governance guidelines.

Senior Manager, B2B Content Strategist

Sales

• Set and deliver revenue targets
• Forecast quarterly and annual performance across teams
• Report progress monthly to index leadership and Morningstar's CRO
• Uncover client business needs
• Work with Index Client Services and Product teams to determine optimal solutions
• Master product demonstrations and knowledge of product capabilities and benefits
• Forecast and proactively uncover sales opportunities with clients and prospects
• Establish and build key client relationships including C-level relationships
• Foster the implementation of account strategies by building relationships with internal and external groups
• Develop and implement sales campaigns to drive performance across Index and adjacent sales teams
• Manage sales leaders across regions and client types along with sales operations function

Head of Global Sales – Indexes

Manager

• Support the development and ongoing management of the wealth platform proposition, ensuring it meets client needs and supports investment solutions effectively
• Ensure the Morningstar Wealth Proposition position is optimized externally through various channels, including comparison and research tools used by Financial Planning Professionals
• Conduct regular competitor benchmarking to identify market trends, opportunities, and threats, informing proposition enhancements and strategic decisions
• Ensure effective governance frameworks are in place and adhered to, supporting risk management and regulatory compliance across platform operations
• Utilize data analytics to monitor platform performance, client behaviour, and investment trends, driving continuous improvement and innovation
• Work closely with commercial teams to ensure the platform proposition supports business growth, profitability, and client retention
• Stay abreast of regulatory developments, relevant legislation ensuring the platform and investment support functions operate within all relevant legal and regulatory requirements
• Collaborate with internal and external stakeholders, including product, compliance, technology, operations, marketing and sales teams, to deliver a cohesive and market-leading proposition

Proposition Manager – Wealth

Brand Manager

• Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences.
• Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials.
• Ensure consistency and alignment of brand voice and story across all touchpoints.
• Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi-channel campaigns and brand initiatives.
• Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy.
• Collaborate with product marketing to adapt messaging for specific products, audiences, and go-to-market programs.
• Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions.
• Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics.
• Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub-brands, and solutions.
• Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio.
• Contribute to brand guidelines and governance to maintain a unified global brand presence.
• Help define and track key brand health metrics and campaign effectiveness.

Brand Strategist

Implementation Specialist

• Act as a strategic partner to clients and internal teams, managing complex functional and technical requirements from scoping to delivery.
• Build and maintain strong client relationships through regular engagement, including in-person meetings and travel as needed.
• Serve as a subject matter expert on Morningstar data, services, or reporting capabilities, designing high-impact solutions tailored to client needs.
• Interpret and apply Morningstar’s research and analysis to enhance client-facing solutions with insight-driven recommendations.
• Deliver complex and multi product, multi region client projects.
• Lead cross-functional projects, ensuring alignment with agile methodologies (e.g., Scrum) and best practices.
• Define, document, and validate comprehensive business and technical requirements for data or reporting solutions.
• Provide strategic oversight of project health, communicating status, risks, and mitigation strategies to stakeholders.
• Drive decision-making processes that balance business needs with technical trade-offs to deliver future-proof solutions.
• Ensure seamless transition and knowledge transfer to client service teams, establishing support models and documentation.
• Support the rollout of new initiatives, ensuring visibility, alignment, and enablement across teams.
• Mentor junior team members, fostering professional development and team capability.
• Identify opportunities for innovation, automation, and process improvement within project delivery or reporting workflows.

Senior Implementation Consultant

Analyst

• Support the lead analyst responsible for assigning new credit ratings by conducting parts of the analysis helping with admin processes
• Support credit ratings surveillance for existing ratings
• Assist in client management meetings and maintain issuer/client relationships
• Participate in external client calls to discuss methodologies and transaction proposals
• Prepare and present detailed discussion and committee memos for Funds/ SC credit rating committees
• Draft credit rating letters, press releases, presale reports and rating reports
• Conduct portfolio analysis using Morningstar DBRS developed predictive models
• Assess legal, regulatory, counterparty and other risks related to European SC credit ratings
• Prepare and present new transactions to senior members of the Structured Finance team to determine feasibility and methodology application
• Contribute and support other team member with writing research and participate in webinars, investor meetings and conferences
• Respond to client and colleague inquiries regarding methodologies, analysis and research
• Coordinate with other teams to support credit rating analysis, administration and research

Senior Analyst – European Structured Credit

Chief Marketing Officer

• Run standout campaigns: Develop and execute creative, integrated marketing campaigns that cut through the noise and inspire action.
• Elevate value-add programs: Bring key initiatives to life in ways that translate into measurable adoption and lasting value.
• Build best-in-class onboarding: Create experiences that help new clients or partners feel confident, supported, and engaged from day one.
• Own partner relationships: Manage marketing strategy and execution for select platform and distribution partners, ensuring alignment and impact.
• Be proactive and outcome-driven: Anticipate needs, clear roadblocks, and identify the next best step to advance goals.
• Collaborate for impact: Partner closely across Marketing, Sales, Product, and Design to align strategies and amplify results.
• Leverage every channel: Use digital, content, events, and demand generation tools to reach audiences in the most effective ways.
• Measure, analyze, refine: Continuously assess performance, share insights, and optimize for greater impact.
• Challenge assumptions: Ask the tough questions, push creative boundaries, and ensure every initiative has purpose and momentum.

Director of Marketing

Program Manager

• Serve as the dedicated Enablement Program Manager for SAEs & Alliances & Redistributors, designing and delivering enablement deliverables across Morningstar’s Data, Research, and Software capabilities.
• Partner with Enablement, Instructional Designers, Product Enablement, and SMEs to develop and maintain training curriculum and determine fit for training modalities (live, self-guided/e-Learning, certifications, etc.).
• Support onboarding programs including organizing onboarding plans, facilitating live sessions, and coordinating 30-60-90-day expectations with managers.
• Deliver and facilitate training programs including onboarding, core curriculum, industry trends, client-facing skill workshops (negotiations, objection handling, value messaging), and internal technology training.
• Strategically partner with SAE leaders, Product Marketing/Management, and other stakeholders to identify enablement needs, navigate prioritization, and manage stakeholder expectations and communications.
• Define success metrics for enablement initiatives, analyze engagement, adoption and impact, and leverage data to refine strategies and improve effectiveness.
• Project manage, organize, and deliver enablement programs, handling multiple projects and ensuring initiatives are delivered on time and within scope.
• Act as a key stakeholder and engaging facilitator at events such as Sales Kick Offs, workshops, and certification programs.
• Report to the Head of Sales Enablement & Learning and collaborate across the Business Development and Sales group to drive sales effectiveness and performance.