Senior Technical Product Manager

As a technical product manager for AI Office within the Direct Platform Service team, you will lead the development and innovation of GenAI infrastructure and capabilities that empower several Morningstar flagship products. Your work will leverage technologies such as entity detection, insights extraction, vector DB, MCP, and AI Agents to create new tools and capabilities for products to integrate and eliminate frictions for investment analysts, asset managers, advisors and wealth managers in completing a diverse range of workflows. You will also be a bridge between the AI Office and various product development teams across the company, engaging to understand their roadmaps, requirements, use cases, in order to ensure that the AI Office capabilities support their key AI initiatives. This role requires a strong understanding of technical concepts related to platform development and GenAI technologies.

Must Have

• Define and execute product strategy for the AI Platform
• Work closely with engineering teams to design and implement AI infrastructure and foundational services
• Drive R&D vs platform development vs build/buy decisions to broaden GenAI adoption
• Partner with data specialists, investment analysts, engineering, and products teams to integrate advanced GenAI technologies
• Research industry advancements including LLM technologies, data sciences, investment product landscape, financial regulations
• Effectively communicate technical concepts and product vision to leadership and cross-functional teams
• Bachelor's or master's degree in computer science, Data Science, Engineering, or a related technical field
• Minimum of 5 years in product management or platform product management, with a focus on data processing
• Understanding technical requirements around products build using REST APIs, LLMs, Vector DB, RAG, MCP
• Experience of consuming/integrating GenAI services powered by one or more modern LLMs
• Familiarity with fundamental investing concepts e.g., funds vs equity, asset allocation and portfolio construction, and investment risk
• Ability to bridge technical and business discussions, translating complex technical concepts into clear business impact

Good to Have

• Product building experience in a fin-tech space
• Knowledge of and appreciation for Morningstar data

Perks & Benefits

• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Comprehensive health benefits (medical/dental/vision)
• Potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually)
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• 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
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

As a technical product manager for AI Office within the Direct Platform Service team, you will lead the development and innovation of GenAI infrastructure and capabilities that empower several flagship products. Your work will leverage technologies such as entity detection, insights extraction, vector DB, MCP, and AI Agents to create new tools and capabilities for products to integrate and eliminate frictions for investment analysts, asset managers, advisors and wealth managers in completing a diverse range of workflows in investment search and research, product development and distribution, and financial advisory services.

You will also be a bridge between the AI Office and various product development teams across the company, engaging to understand their roadmaps, requirements, use cases, in order to ensure that the AI Office capabilities support their key AI initiatives. This role requires a strong understanding of technical concepts related to platform development and GenAI technologies.

This position is based in our office. We follow a hybrid policy of at least 4 days onsite.

Responsibilities:

• Product Strategy and Technical Roadmap: Define and execute the product strategy for the AI Platform, ensuring alignment with Direct Platform's business goals and enterprise initiatives.
• Technical Leadership: Work closely with engineering teams to design and implement cutting-edge AI infrastructure and a set of foundational (product agnostic) services, and drive R&D vs platform development vs build/buy decisions to broaden GenAI adoption.
• Cross-Functional Collaboration: Partner with data specialists and investment analysts, engineering, and products teams to integrate advanced GenAI technologies into the ecosystem.
• Market and Industry Analysis: Research industry advancements including LLM technologies, data sciences, investment product landscape, financial regulations, and best practices in investment management and financial advisory.
• Stakeholder Engagement: Effectively communicate technical concepts and product vision to leadership, products (within Direct Platform and across), and cross-functional teams to drive alignment and adoption.

Required Qualifications

• Education: Bachelor's or master's degree in computer science, Data Science, Engineering, or a related technical field.
• Experience: Minimum of 5 years in product management or platform product management, with a focus on data processing.
• Technical Expertise: Understanding technical requirements around products build using REST APIs, LLMs, Vector DB, RAG, MCP; and experience of consuming/integrating GenAI services powered by one or more modern LLMs
• Investment Knowledge: Familiarity with fundamental investing concepts e.g., funds vs equity, asset allocation and portfolio construction, and investment risk.
• Communication Skills: Ability to bridge technical and business discussions, translating complex technical concepts into clear business impact.

Preferred Qualifications

• Product building experience in a fin-tech space
• Knowledge of and appreciation for data

Compensation and Benefits

At 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

$121,400.00 - 218,525.00 USD Annual

Inclusive of annual base salary and target incentive

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.