Senior Product Owner - Retirement Manager Application

Senior Product Owner

About the role: Morningstar seeks a Senior Product Manager to work on our Retirement Manager and related applications. Retirement Manager is a web application that helps employees reach their retirement goals by offering advice on how much to save, identifying when to retire, and allocating their retirement account to the appropriate investment options. This position is located in our Chicago office.

Job responsibilities:

• Execute on strategic projects partnering with other product and technology squads.
• Oversee multiple projects concurrently. Proactively drive new business initiatives through research, documentation, and implementation.
• Responsible for guiding products from initial development all the way through launch, including the operational aspects of the product launch.
• Create and manage the product roadmap and set priorities
• Serve as the subject matter expert of our managed accounts application both internally with our development teams and externally with institutional clients.
• Engage with the retirement industry and our clients to proactively research and recommend enhancements and improvements of our offerings.
• Use Data to drive decisions and measure success
• Foster a team dynamic that is motivated to improve the customer experience and drive better retirement outcomes.

Qualifications:

• 5+ years of relevant experience, with some demonstrated experience in product management desired.
• Previous retirement industry experience, previous experience with Morningstar Retirement Manager is a plus
• Experience working across stakeholder groups such as Design, Technology, Strategic Clients and Sales, Customer Support, and Product.
• Superior business judgment, data analysis, and problem-solving skills.
• Ability to look at situations from several points of view: internally, externally, and cross-functionally.
• Excellent communication and interpersonal skills.
• Self-directed and detail-oriented.
• Creative thinker with an analytical approach to problem solving, an inquisitive and critical mind, strong attention to detail, and the ability to multi-task.
• Knowledge and experience in working with the Agile development framework.
• Strong customer-service focus for building a product with purpose and supporting clients.
• A bachelor’s degree is required.

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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Experience Level

Senior Level