Senior Product Manager

Senior Product Manager

The Group: The Retirement business unit focuses on helping individuals achieve better outcomes by working with institutional clients in the global defined contribution and workplace markets. This is a high growth area for Morningstar and houses a diverse product suite and unique client base. By constantly evolving our solutions and solving our client's problems, we believe we are positioned well for continued future growth.  

The Role: Morningstar seeks a Senior Product Manager to work in the Managed Accounts group. Morningstar® Retirement Manager is an online service offered by employers to help their employees save and invest in their workplace retirement accounts. We are looking for an enthusiastic person to lead the team in Mumbai that focuses on core advice recommendation needs for the Retirement Manager application. This requires collaboration across multiple teams both in Mumbai and in Chicago.  Familiarity with API development and communicating effectively at all levels is a key requirement.  You’ll also bring practical fluency with AI tools and help shape how AI improves both our product and the way our team works.

Responsibilities

• Act as Product Owner of an Agile scrum team to release functionality on a regular basis
• Write detailed user stories to explain product requirements from a user’s perspective 
• Identify relevant business or technical requirements related to a particular user story
• Closely collaborate with engineering, design, and UI/UX to deliver a best-in-class user experience and drive implementation of new product functionality
• Use data to analyze the performance of our flagship solutions and help inform prioritization of product features
• Use AI tools to improve how the team works, such as drafting and refining user stories, synthesizing client feedback, and analyzing product data, and share effective practices with the squad
• Lead and represent the product on client facing discovery and implementation calls
• Understand how the business strategy relates to product strategy and execution
• Support the prioritization of product changes and the creation of the product roadmap
• Partner with engineering and data teams to identify and prioritize where AI can improve the Retirement Manager experience, with appropriate oversight
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• Oversee the operational aspects of the product, including client and user support

Required Skills and Requirements

• A passion for retirement planning and helping investors 
• Familiarity with development and technical literacy of APIs, integration with external partners
• Ability to translate business and user needs into API capabilities
• Technical experience to effectively communicate with scrum team engineers 
• Working fluency with generative AI tools and a practical understanding of where they add value and where human review is essential
• Ability to evaluate AI-enabled opportunities in a regulated financial services setting, including accuracy, transparency, and compliance considerations
• An eye for great user experiences that encourage behavior change and deliver business results 
• Ability to communicate and work cross-functionally 
• Experience effectively prioritizing and executing tasks in a fast-paced environment 
• Knowledge and experience in working with the Agile development framework, including writing user stories 
• A bachelor’s degree is required 
  

Morningstar is an equal opportunity Employer

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.