Implementation Consultant

Job Description: Implementation Consultant

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Opportunity

We’re a seeking an Onboarding and Implementation Consultant. 

As an Onboarding and Implementation Consultant for Morningstar AdviserLogic and Licensee Solutions you will play a critical role in driving the success of our clients by ensuring a smooth and effective onboarding experience.

Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions.
 

You will act as key contact point during the onboarding process, guiding clients through system configuration, best practices, and tailored implementation. Ideally, you will have familiarity with the wealth and financial advice industry with an emphasis on CRM implementation, client engagement and data dissemination.

Responsibilities: 

• Own the client relationship through Onboarding to ensure all requirements are met and aligned to business objectives.
• Establish a professional working relationship with clients and demonstrate ability to grow relationships and build credibility with key client’s contacts at all levels.
• Proactively manage and increase client satisfaction.
• Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams.
• Work closely with the Data & Consulting team to meet each client's unique business requirements.
• Work directly and effectively in a highly collaborative, Agile software implementation setting and provide input in the development of tools and processes to help increase team productivity.
• Provide quality formal and informal documentation consistent with documentation standards
• Facilitate decision making with both internal and external stakeholders and assess trade-offs to define the optimal solution that fulfil client's need and ensure a sustainable offering.
• Proactively identify risks and potential issues and develop mitigation plans.
• You will be responsible for smooth and timely hand-over to client Support and Customer Success teams.

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Qualifications & experience required: 

• A minimum of a bachelor’s degree.
• 2-5 years’ experience in Professional Services, Support or Consulting preferably in CRM space. Knowledge of Financial Planning is preferred.
• Experience in managing software as a service (SAAS) implementation.
• Proven track record of developing and maintaining profitable and reference-able customer relationships.
• Demonstrated ability to manage project scope and client expectations
• Demonstrated follow-through on assignments and issue resolution
• Experience with the full lifecycle of both implementations and upgrades.
• An ability to be creative and think strategically when it comes to understanding client requirements, problem solving and project management.
• Strong communication skills, both written and oral, and professional presentation capabilities with an aptitude to collaboratively build effective internal and external business relationships.
• Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work.
• Ability to lead team decision-making processes and foster an environment of teamwork.
• Proficiency in MS Office, MS Excel.
• Excellent oral and written communication skills.
• High level of attention to detail together with good analytical skills and a responsive nature. 

Morningstar is an equal opportunity employer.

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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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

Morningstar is an equal opportunity employer.

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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.