Implementation Consultant

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

About the Team

Morningstar’s Products group is the hub for manufacturing and innovation. We transform high-quality data, independent research, and advanced technology into intuitive, impactful products. Our product management, development, and service teams work closely with Client Solutions to deliver relevant, integrated solutions to our clients.

The Role

This role requires a proactive, strategic, and client-focused professional to lead complex integration projects and manage key client relationships, working collaboratively with diverse stakeholders. You’ll work across Morningstar’s Direct Platform’s Research & Data Products, collaborating with internal teams and external stakeholders to ensure successful delivery of tailored client solutions.

Key Responsibilities

• Engage with clients and pre-sales to understand needs and deliver effective, scalable solutions.
• Develop clear business requirements, specifications, and project plans, managing expectations across stakeholders.
• Lead projects to deployment, applying project management best practices and coordinating cross-functional teams.
• Partner with product and development teams to deliver high-quality solutions.
• Oversee quality assurance efforts, incorporating user feedback and driving resolutions.
• Serve as the main point of contact for client communications throughout the project lifecycle.
• Monitor and report on project status, managing scope, timelines, quality, and risk.
• Identify and mitigate project risks, ensuring timely issue resolution.
• Manage multiple concurrent workstreams effectively.

Qualifications

• Additional languages like French, Spanish, Italian are nice to have
• Strong client focus with excellent organizational and multitasking skills.
• Effective communicator with strong presentation skills, both written and verbal.
• Self-motivated, creative, and strategic thinker with sound problem-solving abilities.
• Technical aptitude and a quick learner; able to understand and explain systems and data flows.
• Strong analytical skills with a passion for data and product integration.
• Comfortable with ambiguity and skilled at leading through change in a collaborative environment.
• Detail-oriented with a proactive approach to risk management and stakeholder coordination.
• Collaborative mindset with the ability to build strong relationships across teams.
• Solid understanding of software development processes and methodologies.
• Familiarity with investment products, market trends, and the financial services industry.
• Knowledge of technologies such as JSON, XML, HTML, SQL, and relational databases is a plus.
• Bachelor’s degree required; advanced degree preferred.
• 2–3 years of project management experience; QA or development experience a plus.

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.