USCIS

Sales

• Exceed revenue targets.
• Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects.
• Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities.
• Document activities in CRM system.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team.

Data Sales Director

Compliance

• Manage the preparation for, and conduct of, regulatory examinations
• Draft any compliance reports required by European regulatory authorities
• Report on existing and emerging compliance issues and risks to the CCO
• Foster, and maintain, a good working relationship with ESMA, compliance colleagues, members of other internal control functions and business management
• Support the CCO to implement compliance component on development of new business processes, and on changes to current business processes arising from changes to European regulations
• Assist the CCO in overseeing compliance program to ensure alignment with European regulatory frameworks and provide ongoing assurance of adherence to Sustainalytics’ policies and procedures
• Provide advice and guidance to management on matters relating to conduct and compliance, including identifying areas of compliance vulnerability and risk, based on findings of compliance reviews
• Enhance standard procedures for the intake (including for anonymous reporting and complaints from third parties), investigation, escalation and reporting of potential compliance related incidents relating to Sustainalytics to ensure that they are appropriately and consistently evaluated, investigated and resolved
• Maintain records of any violation reports received, including details of any actions taken
• Contribute to ongoing development of Compliance team by sharing best practices, knowledge, expertise and lessons learned on a regular basis
• Assist with the development, maintenance and delivery of compliance materials and training
• Assist with the continuous improvement of global compliance programs
• Maintain compliance files and records
• Implement and maintain policies and procedures for the general operation of the global compliance program within Sustainalytics.

Compliance Manager

Administration

• Completion of daily administration tasks including (but not limited to) deposits, withdrawals, transfers, fee processes and account maintenance
• Dealing with and responding to routine and complex queries as allocated by Team leader
• Regular interaction and problem solving for Advisers and clients
• Identify and escalate client complaints or expression of dissatisfaction
• Writing Procedures and documenting processes
• Collaboration with other internal teams including Adviser Support, Onboarding, Investment Operations.
• Work with Quality Assurance team to ensure high levels of accuracy and ongoing excellence.
• Contribute positively to the adoption of central Morningstar initiatives eg. OKRs and goal setting
• Ad-hoc project work as directed
• Complete all mandatory training as requested by the business

Platform Administrator

Engineering Manager

• Lead a High-Performing Engineering Organization.
• Build and scale a world-class engineering team with a strong sense of purpose and accountability.
• Foster a culture of trust, continuous improvement, and technical mastery.
• Coach and develop engineering leaders and individual contributors to reach their full potential.
• Define and evolve the technical roadmap to support our fintech platform’s growth and resilience.
• Guide architectural decisions and ensure delivery of secure, scalable, and investor-centric solutions.
• Champion engineering excellence through modern practices like CI/CD, DevOps, and agile delivery.
• Launch and lead innovation initiatives that push the boundaries of what’s possible in fintech.
• Encourage experimentation, rapid prototyping, and data-driven decision-making.
• Enhance investor outcomes by delivering AI based tools and experiences.
• Partner with product, design, and business teams to align on priorities and deliver exceptional user experiences.

Associate Director – Software Engineering

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

• 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.