Solution Consultant

Key Responsibilities

• 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.
• Translate client needs into clear business, functional, and technical requirements.
• 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.
• Ensure successful integration, adoption, and formal client sign-off.
• Proactively manage opportunities and priorities in support of clients and Sales teams.
• Maintain clear, consistent communication on project status, milestones, and risks.
• Ensure a smooth transition to Client Services following implementation.

Continuous Improvement & Feedback

• Capture client and market feedback during discovery and delivery.
• Partner with Product Management to inform enhancements and roadmap priorities.
• Stay current on industry trends and evolving client needs.

Requirements

• Experience in financial services or the investment industry.
• Proven experience in a client-facing role across sales, pre-sales, implementation, or service.
• Strong communication and presentation skills with both technical and business audiences.
• Experience working cross-functionally with Sales, Product, and Technology teams.
• Highly motivated, adaptable, and able to thrive in a fast-paced environment.
• Bachelor’s degree required; MBA or CFA is a plus.
• Nice to have: Familiarity with Morningstar enterprise products and capabilities, experience with data platforms, APIs, or cloud and AI technologies, basic programming or data analysis skills.

Compensation And Benefits

• Total Cash Compensation Range: Inclusive of annual base salary and target incentive.
• Legal Entity: Morningstar Inc.