Product Manager (Retirement Products)

The Role
Morningstar seeks a Product Manager to work on Morningstar Plan Advantage (MPA), an online platform that helps advisors more effectively onboard and service retirement plans. We are distributing the platform through broker dealer firms so that their generalist and specialist retirement advisors can more easily obtain and compare pricing proposals from recordkeepers, access Morningstar’s or the broker dealer’s 3(38) and 3(21) fiduciary service, and offer clients a suite of Morningstar’s compliance, fund, and plan-level reports.

Responsibilities

• Act as Product Owner of an Agile scrum team(s).
• Write detailed user stories to explain a change to the product from a user’s perspective.
• Identify relevant business or technical requirements related to a particular user story.
• Closely collaborate with engineering, design, and UI/UX to deliver a best-in-class user experience and drive implementation of new product functionality.
• Understand how the business strategy relates to product strategy and execution.
• Support the prioritization of product changes and the creation of the product roadmap.
• Help support the operational aspects of the product, including client and user support.

Required Skills and Requirements

• A passion for retirement planning and helping investors.
• Ability to communicate and work cross-functionally.
• Ability to effectively prioritize and execute tasks in a fast-paced environment.
• Technical experience or the willingness to gain technical knowledge to effectively communicate with scrum team engineers.
• Knowledge and experience in working with the Agile development framework, including writing user stories.
• Previous knowledge of the retirement industry would be considered a plus.
• A bachelor’s degree is required.

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.