Product Specialist

The Product Specialist at Morningstar Wealth is responsible for empowering investor success through world-class investment products and technology solutions. This role involves leading requirement gathering, user story development, and driving the end-to-end process of defining and prioritizing business needs. The specialist will engage with stakeholders, guide software development teams, conduct in-depth analysis, and ensure quality control. They will also oversee the product backlog and provide training, focusing on wealth management.

Must Have

• Lead requirement gathering and user story development.
• Drive end-to-end process of defining and prioritizing business needs.
• Engage with stakeholders to gather, analyze, and document business requirements.
• Guide software development teams in designing and delivering solutions.
• Conduct in-depth analysis and propose data-driven solutions.
• Define and document user stories, BDD cases, and acceptance criteria.
• Perform gap analysis and provide strategic recommendations.
• Oversee and prioritize the product backlog.
• Ensure quality control through peer reviews and project deliverable sign-offs.
• Lead functional, exploratory, and user testing efforts.
• Minimum 3 years of experience as a Business Analyst or Product Owner in Product Management.
• Proven ability to take strong ownership of product delivery.
• Deep understanding of wealth management products and services.
• Agile expertise.
• Strong experience in user experience (UX) and user story mapping.
• Ability to synthesize complex information and break down requirements.
• Hands-on experience in continuous delivery and integration environments.
• Excellent problem-solving skills.
• Proficiency in MS Office Suite.
• Strong communication and stakeholder management skills.

Good to Have

• Experience in financial technology or investment platforms.
• Familiarity with common cloud-based software tools.

Perks & Benefits

• Hybrid work environment (four days in-office each week).
• Tools and resources to engage meaningfully with global colleagues.
• Equal opportunity employer.

About the role:

Are you passionate about empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them? Do you have strong analytical, communication, and problem-solving skills? Do you want to work in a collaborative and innovative environment where your ideas are valued, and your voice is heard? If so, you might be the ideal candidate for the Business Analyst role at Morningstar Wealth.

Job responsibilities:

As a Business Analyst, you will:

• Lead requirement gathering and user story development in collaboration with Product Managers, Developers, Designers, and Quality Assurance teams.
• Drive the end-to-end process of defining, analyzing, and prioritizing business needs while ensuring alignment with customer and business objectives.
• Engage with internal and external stakeholders to gather, analyze, and document business requirements, ensuring clarity and feasibility.
• Guide software development teams in designing, building, and delivering impactful solutions with a strong focus on wealth management.
• Conduct in-depth analysis and propose data-driven solutions to enhance product offerings and user experience.
• Define and document user stories, behavior-driven development (BDD) cases, and acceptance criteria in alignment with subject matter experts.
• Perform gap analysis and provide strategic recommendations to enhance product capabilities and improve business processes.
• Oversee and prioritize the product backlog, working closely with teams to ensure smooth delivery and execution of product roadmaps.
• Ensure quality control through peer reviews, project deliverable sign-offs, and compliance with best practices.
• Provide training and mentorship to junior analysts and stakeholders, ensuring a seamless transition of product changes to clients.
• Lead functional, exploratory, and user testing efforts, ensuring that products meet business and customer expectations.

Qualifications & Experience:

• Minimum 3 years of experience as a Business Analyst or Product Owner within the Product Management domain.
• Proven ability to take strong ownership of product delivery, driving execution from concept to completion.
• Deep understanding of wealth management products and services, with experience in financial technology or investment platforms preferred.
• Agile expertise with experience working in iterative, fast-paced environments, collaborating with cross-functional teams.
• Strong experience in user experience (UX) and user story mapping, ensuring optimal product design and functionality.
• Ability to synthesize complex information, break down requirements into actionable insights, and influence strategic decisions.
• Hands-on experience in continuous delivery and integration environments, ensuring smooth product rollouts.
• Excellent problem-solving skills, with a track record of defining and developing practical, business-oriented solutions.
• Proficiency in MS Office Suite and familiarity with common cloud-based software tools.
• Strong communication and stakeholder management skills, with the ability to present ideas clearly to both technical and non-technical audiences.
• Self-driven, proactive, and able to mentor others while continuously improving processes and best practices.

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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