The Group:The Products group is the home of innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The groups product management, product development, and service teams collaborate with our Sales and Solutions group to help provide clients with relevant products and bundled solutions.
The Role:Morningstar is looking for a senior product executive to lead our independent advisor software efforts in the United States initially and then globally over time. The Head of Independent Advisor Software leads the commercial activities for our advisor platform product suite. This role will define, lead and execute the overall business strategy, product development and go-to-market efforts for our advisor software products including Morningstar Office, the Morningstar Model Marketplace and our advisor trading capabilities along with our financial data aggregation business, ByAllAccounts. The Head of Independent Advisor Software will work closely with our clients and the independent advisor community to incorporate the voice of the advisor into our product offerings and will partner with sales and client service teams to create a world-class experience for our advisor clients.
The ideal candidate will have experience working with independent advisors and the tools they use to manage their practice. Familiarity with portfolio accounting, data aggregation, portfolio rebalancing, and investment planning are a strong plus. The candidate should also have a strong grasp of the current advisor industry landscape and the ability to forge meaningful partnerships with third parties. This role is based in our Chicago office with 25% travel expected.
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