Director of Marketing

About Morningstar Wealth

Morningstar Wealth is dedicated to empowering financial advisors and the investors they serve. We bring together the strength of Morningstar’s independent research, data, and investment principles to support advisors in their work. Our offerings span a suite of investment strategies, including managed model portfolios and separately managed accounts (SMAs). Globally, our investment teams manage $352.2 billion in assets under management and advisement (AUM + AUA). Morningstar Wealth partners with advisors worldwide to simplify their practices, scale their impact, and stay aligned with the best interests of investors.

As Marketing Director, your mandate is to own key outcomes in support of business growth. You will be accountable for creating marketing strategies and campaigns that drive measurable results—maximizing engagement, strengthening relationships, and generating revenue. We're looking for a marketing leader with deep experience in asset management or investment marketing, and a proven ability to translate complex investment concepts into compelling, client-focused campaigns. This role calls for a hands-on marketer who can think strategically, execute flawlessly, and leverage multiple channels to deliver impact. You’ll design and lead integrated campaigns that stand out, develop programs that add lasting value, create client experiences that set new standards for excellence, and own marketing for select key partner relationships. Success means not just launching activity, but ensuring every initiative connects to business outcomes and elevates our brand. We follow a hybrid policy of at least 4 days onsite.

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.

Responsibilities

• Run standout campaigns: Develop and execute creative, integrated marketing campaigns that cut through the noise and inspire action.
• Elevate value-add programs: Bring key initiatives to life in ways that translate into measurable adoption and lasting value.
• Build best-in-class onboarding: Create experiences that help new clients or partners feel confident, supported, and engaged from day one.
• Own partner relationships: Manage marketing strategy and execution for select platform and distribution partners, ensuring alignment and impact.
• Be proactive and outcome-driven: Anticipate needs, clear roadblocks, and identify the next best step to advance goals.
• Collaborate for impact: Partner closely across Marketing, Sales, Product, and Design to align strategies and amplify results.
• Leverage every channel: Use digital, content, events, and demand generation tools to reach audiences in the most effective ways.
• Measure, analyze, refine: Continuously assess performance, share insights, and optimize for greater impact.
• Challenge assumptions: Ask the tough questions, push creative boundaries, and ensure every initiative has purpose and momentum.

Who You Are

• A strategic doer—equally comfortable creating a big-picture plan and rolling up your sleeves to execute it.
• A creative campaign builder who knows how to differentiate and break through in a crowded marketplace.
• Collaborative and relationship-oriented, working well across functions and with partners to align and deliver.
• Outcome-focused, measuring success by engagement, adoption, and results—not just activity.
• Versatile and resourceful, with the ability to run across digital, content, PR, and event channels with confidence.
• Experienced in asset management or investment marketing, with a strong understanding of how to engage financial advisors, wealth managers, and investors.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission

• Physical Health
• 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

• Emotional Health
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement

• Social Health
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$161,050.00 - 289,875.00 USD Annual

Inclusive of annual base salary and target incentive

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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