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