Morningstar

Solution Consultant

Toronto

Sponsorship not specified$60k-$88kDetected 14 days ago

PythonSnowflakeAWSData AnalysisAgileStakeholder ManagementResearchCommunicationPublic SpeakingAdaptabilityCFA

About the role

Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America.
As a Solution Consultant, you will act as a trusted advisor-understanding client business needs, designing scalable solutions, and ensuring those solutions are effectively delivered and adopted.
You will work cross-functionally with Sales, Client Service, Product, and Technology teams to bring Morningstar's capabilities to life in a way that is impactful for clients and sustainable for the business.

Client Engagement & Solution Design
Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges.
Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value.
Develop and deliver product demonstrations, presentations, and proposals.
Own end-to-end implementation from contract signature through onboarding and go-live.
Manage project scope, timelines, risks, and dependencies.
Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions.
Break down requirements into structured deliverables (e.g., user stories, acceptance criteria) and collaborate with Technology teams.
Lead client trainings, technical sessions, and onboarding activities.
Proactively manage opportunities and priorities in support of clients and Sales teams.

Experience in financial services or the investment industry.
Proven experience in a client-facing role across sales, pre-sales, implementation, or service.
Experience working cross-functionally with Sales, Product, and Technology teams.
Bachelor's degree required
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).

Familiarity with Morningstar enterprise products and capabilities.
Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot).
Exposure to Agile methodologies.
Basic programming or data analysis skills (e.g., Python, R).
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.
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.

A range of other benefits are also available to enhance flexibility as needs change.

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