Senior Product Manager

About the role: The Morningstar Retirement group is looking for an experienced, talented Senior Product Manager to join our product group to work on our managed accounts applications. The Senior Product Manager will take responsibility for overall execution and success of solutions for new and existing products; operating with scale, speed and quality. In this role, you will take ownership of the product roadmap and bring ideas to support business goals with product execution. Working with other key business leaders, the selected individual will establish best product development practices and influence them through solid design discovery, processes, and execution across the Retirement organization. Candidates should exhibit a proven ability to guide and or support, and develop others, indicating readiness to take on people management responsibilities
Responsibilities:

• Mentor junior product managers, fostering a culture of collaboration and continuous improvement within the product team.
• Collaborate with engineering, qa, design, marketing, and sales teams to develop and refine product requirements, ensuring technical feasibility and adherence to quality standards.
• Partner closely with product leaders to champion initiatives that align with Retirement business goals.
• Lead a cross-functional team to ensure timely and high-quality product delivery.
• Engage in stakeholder management, presenting updates and insights to internal teams and clients.
• Demonstrates leadership of the Scrum team and acts as a Subject Matter Expert in any product related discussions both internally and externally with institutional clients.
• When required, complete market research and product fit analysis, including target market and competitor analysis.
• Propose strategy and manage regular reviews of existing offerings and operating model, to identify opportunities for improvements.
• Oversee multiple projects concurrently. Proactively drive new business initiatives through research, documentation, and implementation.
• Consistently executes on deliverables and ensures quality through attention to detail.
• Continue to update knowledge about trends in US retirement industry and suggest product improvements accordingly.
• Use data to drive decisions on product enhancement along with prioritization. Setting up and adjusting KPIs to determine success for product objectives.

Required and Preferred Qualifications
Required:

• A bachelor's degree with 10 years of experience, with 6-8 years of relevant experience in product management.
• Proven strong experience of having managed products and services over the entire lifecycle.
• Experience working with data and defining requirements to inform decision making and prioritization. Setting up and adjusting KPIs to determine success for product objectives.
• Ability to articulate ideas clearly to a range of stakeholders and clients verbally and through a variety of presentation styles and production of written narratives.
• A willingness to work at varying levels within the business, being as comfortable reviewing detailed process flows as presenting ideas to senior leaders.

Preferred:

• Demonstrated experience in team leadership, through coaching and mentoring responsibilities in current or past positions
• Ability to create and promote a culture of product management excellence and innovation.
• Knowledge of agile methodologies, including familiarity with Scrum or Kanban frameworks.
• Experience with the US retirement industry.

Soft Skills and Cultural Fit:

• Strong leadership capabilities with a collaborative mindset.
• Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
• Passion for technology and a user-centric approach to product development.
• Proactive problem solver with the ability to navigate ambiguity and drive results.
• Intellectually curious and an interest in finance.

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.
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