Morningstar Inc.
Senior Product Manager
Chicago · Senior
Stay score
odds of building a lasting career here
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Green-card follow-through: 67%
DOL often reclassifies their job titles
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
No reports yet — be the first to help the next applicant.
About 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.
- This is a data focused platform PM role, accountable for the behavioral data model, event taxonomy, segmentation logic, experimentation strategy, and measurement framework that power RM engagement.
Responsibilities
- Own the engagement platform strategy for managed accounts, ensuring engagement supports product goals, outcomes, and ongoing participant engagement.
- Own the segment taxonomy and frequency capping strategy - ensuring no participant receives conflicting or redundant messages across product surfaces
- Own the managed account behavioral event taxonomy, segmentation logic, and eligibility rules in partnership with Engineering.
- Define and own canonical engagement success metrics and use event‑level data (funnels, cohorts) to prioritize improvements.
- Own KPI reporting for the engagement platform: enrollment conversion rate, time-to-enroll after nudge, cross-PM message conflicts, campaign launch velocity, and email quality metrics
- Partner with Marketing Ops to review analytics and surface actionable insights for product and leadership stakeholders
- Lead A/B testing strategy - hypothesis design, variant logic, sample sizing, and winner analysis - to continuously improve engagement outcomes
- Own engagement platform canvas and journey architecture for engagement, ensuring reusability, compliance readiness, and clear governance.
- Partner with Engineering on event instrumentation, data pipelines, and integrations supporting managed account engagement.
- Own platform level quality, analytics definitions, and governance standards for managed accounts engagement.
Requirements
- Strong knowledge of product development, lifecycle and agile methodologies
- Ability to effectively prioritize and execute tasks in a fast-paced environment
- Hands on experience with event based or behavioral data models
- Experience managing cross-functional stakeholder relationships where you did not have direct authority - aligning engineering, marketing, compliance, and operations teams toward a shared outcome
Nice to have
- Familiarity with Braze or similar engagement orchestration platforms
- Experience supporting client facing discussions in complex integration environments
- Total Cash Compensation Range
- $121,400 to $186,150
- Here are some examples of the offerings we provide:
- 6-week Paid Sabbatical Program
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
Compensation
- 100% 401k match up to 6% of salary
- 1x salary + commission
- Additional medical Wellness Incentives - up to $300-$600 annual
Benefits
- Financial Health
- Stock Ownership Potential
- Company provided life insurance
- 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
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
Company info
- By constantly evolving our solutions and solving our client's problems, we believe we are positioned well for continued future growth.
This listing is sourced directly from Morningstar Inc.'s careers page and normalized into a canonical job model.