Implementation Consultant Team Lead

As an Implementation Consultant Team Lead at Morningstar, you will be an active member of the Technical Operation team, supporting clients in implementing Morningstar’s financial advice software. This role involves providing technical support to both frontline colleagues and clients, creating and structuring onboarding and training plans, and ensuring optimal experience and usage of Morningstar’s technology. You will work with Microsoft Power Platform, manage data migrations, handle CRM, and oversee project execution, contributing to global knowledge in technology and financial services.

Must Have

• Create technical solutions using Microsoft Power Platform (Dynamics 365, Power Automate, Power BI).
• Support clients and internal teams in transitioning existing business to Morningstar software.
• Assist clients in migrating their data from legacy software providers.
• Manage CRM data to ensure client information is up-to-date.
• Track new implementations to ensure timely execution through to BAU.
• Work with internal project managers/development staff to test and execute new releases.
• Support clients in the early adoption phase of Morningstar’s solutions.
• Provide high-quality training and education to client back-office teams.
• Possess proven successful technical implementation skills.
• Demonstrate project management skills and a continuous improvement mind-set.
• Ability to communicate effectively (verbal and written) to a range of stakeholders and build trusted relationships.
• Ability to multitask, handle ambiguity, and prioritize multiple implementations concurrently.
• Proven record of ability to negotiate resolutions to complex issues and define project scope.
• Comfortable working in an agile environment, adopting a consultative and cooperative approach.

Good to Have

• Experience with CRM, Data analysis, Data migration, Template.
• An understanding of the financial advice process.

Perks & Benefits

• Fantastic working environment.
• Unique opportunity for team members to broaden their knowledge, improve their skills and further their career.
• Hybrid work environment (four days in-office each week in most locations).
• Range of other benefits available to enhance flexibility.
• Tools and resources to engage meaningfully with global colleagues.

Title: Implementation Consultant Team Lead

Shift: General

As Implementation Consultant Team Lead, you will be an active member of Morningstar’s Technical Operation team. You will work closely with our Support Team, Customer Success and Onboarding team to support our clients in implementing Morningstar’s award-winning financial advice software.

The ideal candidate must possess a willingness and ability to learn the in-house software systems and be able to create and structure on-boarding and training plans in a clear and effective way to clients. The key to the role is to offer technical support to both frontline colleagues and clients to achieve the best experience and usage from Morningstar’s technology.

Working with our wealth operation team, you will also gain invaluable global knowledge in technology and financial services. We offer a fantastic working environment and a unique opportunity for team members to broaden their knowledge, improve their skills and further their career.

Key Responsibilities and Accountabilities:

• Technical Solution – focus on Microsoft power platform (Dynamics 365, Power Automate, Power BI etc.) to create solutions to achieve client’s business need. Create reports and templates to generate investor facing documents.
• Transitions – support our clients and internal teams (via development and education) to transition existing business from other software to Morningstar.
• Data migration – support our clients in migrating their data from legacy software providers to Morningstar’s software.
• CRM management – ensure the data on our clients is up to date allowing for easy engagement and a centralized overview of our clients.
• Project management – track new implementations to ensure timely execution through to BAU, alongside working with internal project managers/development staff to test and execute new releases.
• New client onboarding – work with client onboarding team to support our clients in the early adoption phase of Morningstar’s solutions to ensure they have a positive and successful experience of Morningstar’s technology. In doing so, identify challenges, problem solve and create a suitable transition roadmap for the client.
• Training and education of clients – provide high-quality training & education (both initial and ongoing) to ensure client back-office teams have a superior understanding of the systems and the efficiencies that can be gained. Proactively identify and action opportunities in order to further enhance use of the system. These sessions will be delivered either face-to-face, or remotely using web-based tools.

Experience, qualifications and attributes:

• Experience with Microsoft Dynamics 365 will be highly recommended.
• Experience with CRM, Data analysis, Data migration, Template will be a plus.
• An understanding of the financial advice process will be a plus.
• Proven successful technical implementation skills.
• A motivated self-starter with service experience.
• Project management skills and a continuous improvement mind-set.
• An ability to communicate effectively (verbal and written) to a range of stakeholders and build trusted relationships which benefit the client and the business as a whole.
• Ability to multitask, whilst also handling ambiguity in resilient and able to handle multiple implementations concurrently & prioritize.
• Have proven record of ability to negotiate resolutions to complex issues and define project scope.
• Comfortable working in an agile environment, adopting a consultative and cooperative approach to your work.

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 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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