Senior Product Manager

About the role

Morningstar seeks a Senior Product Manager to work in the Managed Accounts group. The Retirement business unit focuses on helping individuals achieve better retirement outcomes by partnering with institutional clients in the defined contribution and workplace markets. This is a high growth area for Morningstar, supporting a diverse product suite and unique client base. By constantly evolving our solutions and solving our client's problems, we believe we are positioned well for continued future growth.

Responsibilities

• RM Engagement Platform Ownership: Own the engagement platform strategy for managed accounts, ensuring engagement supports product goals, outcomes, and ongoing participant engagement.
• Translate managed accounts product workflows and user states into event driven engagement opportunities (e.g., step abandonment, advice completion, enrollment milestones).
• Own the segment taxonomy and frequency capping strategy — ensuring no participant receives conflicting or redundant messages across product surfaces.
• Own the 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.
• Journey Architecture & Governance: Own engagement platform canvas and journey architecture for engagement, ensuring reusability, compliance readiness, and clear governance.
• Establish and govern a lightweight intake model so product PMs route engagement requests through this platform role.
• Set and enforce frequency and conflict-resolution rules across managed accounts product surfaces.
• Prevent message conflicts and ensure a coherent, user-first experience as participants move between enrollment, allocation, contribution, and advisory product surfaces.
• Cross Functional Leadership: Partner with Engineering on event instrumentation, data pipelines, and integrations supporting managed account engagement.
• Work with Marketing Operations, Marketing, and Compliance to enable scalable, pre-approved engagement execution.
• Act as the single accountable owner for managed accounts engagement decisions across teams.
• Platform Operations & Quality: Own platform level quality, analytics definitions, and governance standards for managed accounts engagement. Ensure product or program specific branding, disclosures, and plan level content are dynamically managed (not manually configured) via connected content.

Qualifications

• Minimum of six years of relevant and progressive experience as a product manager with senior level ownership of a platform or shared capability.
• Strong knowledge of product development, lifecycle, and agile methodologies.
• Excellent written and verbal communication skills.
• Strong customer service focus.
• Demonstrated experience as a data focused product manager who:
  • Owns metrics and instrumentation.
  • Uses behavioral data to drive prioritization and decisions.
  • Hands on experience with event based or behavioral data models.
  • Strong data fluency: comfortable reading segment definitions, reviewing event schemas, and working directly with analysts and engineers on data pipeline questions without needing everything translated.
  • Strong analytical fluency (funnels, cohorts, experimentation).
• 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.
• Technical literacy with APIs, integrations, and data pipelines, enabling strong partnership with Engineering.
• A bachelor’s degree is required.
• Nice to Have:
  • Experience operating in regulated or high-risk environments (retirement or financial services).
  • Familiarity with Braze or similar engagement orchestration platforms.
  • Experience supporting client facing discussions in complex integration environments.

Pay

Total Cash Compensation Range: $121,400 to $186,150. Compensation and benefits include a 100% 401k match up to 6% of salary, comprehensive health benefits, and various wellness programs.

Schedule

Morningstar offers a hybrid work environment with four days in-office each week. Additional benefits such as trust-based time off, paid parental leave, and volunteer days are also available.