USCIS

Senior Marketing Manager, Client Solutions

USCIS

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Illinois • New York • United States

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Salary

💰 $94,556 - $160,733 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • 5–10+ years of experience in marketing, product, or sales within asset management, investment management, wealth management, or financial services.
  • Deep knowledge of the professional investor ecosystem and client needs, including advisors, asset managers, and institutional investors.
  • Proven experience developing value propositions, messaging frameworks, and GTM materials for sophisticated B2B audiences.
  • Strong understanding of investment products, portfolio construction concepts, and the workflows of professional investors.
  • Exceptional written and verbal communication skills; able to simplify complex concepts for commercial, marketing, and client‑facing stakeholders.
  • Experience partnering with sales teams and creating tools that support commercial conversations.
  • Strong analytical mindset with the ability to interpret performance data, market insights, and client feedback.
  • Ability to influence cross‑functional partners in a matrixed organization.
  • Ability to work at least 4+ days/week onsite in New York, Chicago, or London.
Benefits
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
marketingproduct developmentsales enablementvalue propositionsmessaging frameworksgo-to-market planninginvestment productsportfolio constructionB2B marketingdata analysis
Soft Skills
written communicationverbal communicationanalytical mindsetinfluencingcollaborationsimplifying complex conceptscross-functional partnershipstrategic thinkingclient engagementproblem-solving