Event Manager, Strategic Account Marketing

About the Role

Sitting within the Direct Platform business unit, the strategic account marketing team is newly established function that builds marketing strategies to positively impact wallet share growth at top clients (in both targeted and more scaled ways). This role is for an energetic and collaborative event leader who understands how to gain alignment across a matrixed organization, so we can use in-person touchpoints to win.

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.

About the Team

• We are agile: We are tied directly to the fast pace of the business and need to be comfortable moving quickly.
• We are client obsessed: We get to know each book of business that we cover deeply. We study account plans, earnings reports and anything else that we can get our hands on, sharing relevant information proactively with the account teams that we work with, and develop centralized strategies on these learnings.
• We take ownership: We bring rigor, order, and professionalism to complete our strategy from start to finish, being straightforward in the way we share marketing ideas (no marketing fluff, but instead tying it to the business goal at hand in terms that a coverage team can easily digest), and doing less asking and more telling, since we’re the only marketers in the room.
• We are empathetic: This is a unique role that requires additional care and understanding, as we’re constantly describing marketing efforts to sellers, so we communicate thoughtfully and patiently. Inversely, we demonstrate care and thoughtfulness in the way we communicate about our clients to our marketing colleagues and partners.

Key Responsibilities of the Role

• Lead the management of events in the US by gathering inputs from product (and regional product marketing, strategic account marketing, customer marketing, experiential marketing, and sales / solution focused counterparts, bringing everyone together to develop events that achieve growth goals.
• Execute and manage each event seamlessly, ensuring logistics and “day-of” event management tasks are executed with precision.
• Conduct ongoing analysis of relevant industry events that could be opportunities for consideration.
• Demonstrate extreme ownership, to ensure that investments are maximized from a monetary and efficiency standpoint.
• Conduct post event analysis together with key marketing stakeholders to review if goals were met, and if not, why, and how we can evolve, or pivot to maximize our spending. This person will also be tasked with bringing key partners in region along on the measurement journey, educating everyone about what “good” looks like, and why.
• Become a member of a centralized marketing task force that connects central brand-oriented event leaders with those within the Direct Platform business unit, acting as an ambassador of best practices across all things in-person gatherings.

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

$74,325.00 - 126,350.00 USD Annual

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.