Morningstar

Morningstar

Senior Product Manager

Chicago · Senior

Sponsorship not specified$121k-$186kDetected 30 days ago
Data EngineeringA/B TestingProduct ManagementAgileBrand StrategySalesforceCustomer SupportLeadershipCommunicationMentoring

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
  • Track record of shipping measurable improvements to user engagement or conversion metrics
  • A bachelor's degree is required

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

Benefits

  • Financial Health
  • Stock Ownership Potential
  • Company provided life insurance

This listing is sourced directly from Morningstar's careers page and normalized into a canonical job model.