Senior Product Marketing Manager, Direct Platform

Morningstar

. Develop positioning, messaging, objection handling, content, and sales tools for Morningstar Direct reporting capabilities .

Posted 9/20/2026full-timeChicago • United StatesSenior💰 $121,400 - $186,150 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product marketing and sales enablement within financial services, leveraging strong communication skills to translate complex product concepts into effective go-to-market strategies. Proven ability to manage cross-functional initiatives and utilize data for decision-making and performance measurement.

Highest-signal resume keywords

Product Marketing ExperienceSales Enablement Materials DevelopmentMarket Research and Competitive IntelligenceCross-Functional Initiative ManagementCustomer-Centric Go-To-Market Strategies

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product ManagementAnalytics SolutionsReporting ApplicationsMarket ResearchWin-Loss AnalysisSales EnablementPositioning and MessagingAdoption ProgramsCampaign Performance MeasurementWorkflow Tools

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationStrong Organizational SkillsCustomer-Centric MindsetAbility to Learn Quickly

Industry Keywords

Financial ServicesFintechSoftwareInvestment TechnologyPortfolio Management

About the role

Key responsibilities & impact

Develop positioning, messaging, objection handling, content, and sales tools for Morningstar Direct reporting capabilities
Partner with Product Management and UX to understand workflows, client needs, and product priorities
Create and execute go-to-market plans for reporting enhancements and releases
Develop launch strategies, enablement materials, client communications, and adoption programs
Conduct market research, client conversations, win-loss analysis, and usage analysis
Identify reporting challenges, competitive objections, and adoption barriers with Sales and Client Success
Build competitive intelligence for reporting, analytics, and portfolio management platforms
Develop revenue-generating sales plays and adoption campaigns
Create persona-based programs and content with Campaign Marketing
Represent reporting capabilities across product narratives, client materials, digital experiences, events, webinars, and thought leadership
Measure and communicate initiative impact through business metrics, campaign performance, adoption trends, and client outcomes
Partner cross-functionally with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success
Report to the Director of Product Marketing for Direct Software

Requirements

What you’ll need

5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology
Experience with software platforms, workflow tools, analytics solutions, or reporting applications
Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner
Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams
Experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes
Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects
Excellent written and verbal communication skills
Strong organizational skills and ability to manage multiple projects simultaneously
Customer-centric mindset and ability to translate user insights into go-to-market strategies
Comfort using data for prioritization, decision-making, and performance measurement
Proven commitment to a test, learn, and iterate mindset
Ability to learn quickly in a dynamic environment

Benefits

Comp & perks

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Hybrid work environment with flexibility-enhancing benefits