Top Benefits
About the role
The Group: The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, operations and service teams collaborate to help create and provide our clients with the relevant solutions to appropriately meet our client’s business needs. The Licensed Data Product Operations team, which is part of the group, aims to bring consistency in methods of working and provides better transparency and governance to operational processes. The team partners broadly and deeply with many internal teams (for example, product management, technology and client service). These partnerships are critical to driving the desired outcomes not only for our existing products, but also as it pertains to assisting in driving our new product development initiatives. The Role Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America. This role combines pre-sales solution design with hands-on implementation, owning the client journey from initial discovery through successful onboarding and value realization. As a Solution Consultant, you will act as a trusted advisor—understanding client business needs, designing scalable solutions, and ensuring those solutions are effectively delivered and adopted. You will work cross-functionally with Sales, Client Service, Product, and Technology teams to bring Morningstar’s capabilities to life in a way that is impactful for clients and sustainable for the business. Key Responsibilities Client Engagement & Solution Design Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges. Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value. Develop and deliver product demonstrations, presentations, and proposals. Translate client needs into clear business, functional, and technical requirements. Implementation & Delivery Own end-to-end implementation from contract signature through onboarding and go-live. Manage project scope, timelines, risks, and dependencies. Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions. Break down requirements into structured deliverables (e.g., user stories, acceptance criteria) and collaborate with Technology teams. Lead client trainings, technical sessions, and onboarding activities. Ensure successful integration, adoption, and formal client sign-off. Project & Stakeholder Management Proactively manage opportunities and priorities in support of clients and Sales teams. Serve as the primary point of contact throughout the client lifecycle. Maintain clear, consistent communication on project status, milestones, and risks. Ensure a smooth transition to Client Services following implementation. Continuous Improvement & Feedback Capture client and market feedback during discovery and delivery. Partner with Product Management to inform enhancements and roadmap priorities. Stay current on industry trends and evolving client needs. Requirements Experience in financial services or the investment industry. Proven experience in a client-facing role across sales, pre-sales, implementation, or service. Strong communication and presentation skills with both technical and business audiences. Experience working cross-functionally with Sales, Product, and Technology teams. Highly motivated, adaptable, and able to thrive in a fast-paced environment. Bachelor’s degree required; MBA or CFA is a plus. Nice to Have: Familiarity with Morningstar enterprise products and capabilities. Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot). Exposure to Agile methodologies. Basic programming or data analysis skills (e.g., Python, R). Compensation and Benefits At Morningstar 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 100% 401k match up to 6% of salary 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 Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses 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 $74,325.00-109,008.33 Inclusive of annual base salary and target incentive 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. 001_MstarInc Morningstar Inc. Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
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Top Benefits
About the role
The Group: The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, operations and service teams collaborate to help create and provide our clients with the relevant solutions to appropriately meet our client’s business needs. The Licensed Data Product Operations team, which is part of the group, aims to bring consistency in methods of working and provides better transparency and governance to operational processes. The team partners broadly and deeply with many internal teams (for example, product management, technology and client service). These partnerships are critical to driving the desired outcomes not only for our existing products, but also as it pertains to assisting in driving our new product development initiatives. The Role Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America. This role combines pre-sales solution design with hands-on implementation, owning the client journey from initial discovery through successful onboarding and value realization. As a Solution Consultant, you will act as a trusted advisor—understanding client business needs, designing scalable solutions, and ensuring those solutions are effectively delivered and adopted. You will work cross-functionally with Sales, Client Service, Product, and Technology teams to bring Morningstar’s capabilities to life in a way that is impactful for clients and sustainable for the business. Key Responsibilities Client Engagement & Solution Design Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges. Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value. Develop and deliver product demonstrations, presentations, and proposals. Translate client needs into clear business, functional, and technical requirements. Implementation & Delivery Own end-to-end implementation from contract signature through onboarding and go-live. Manage project scope, timelines, risks, and dependencies. Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions. Break down requirements into structured deliverables (e.g., user stories, acceptance criteria) and collaborate with Technology teams. Lead client trainings, technical sessions, and onboarding activities. Ensure successful integration, adoption, and formal client sign-off. Project & Stakeholder Management Proactively manage opportunities and priorities in support of clients and Sales teams. Serve as the primary point of contact throughout the client lifecycle. Maintain clear, consistent communication on project status, milestones, and risks. Ensure a smooth transition to Client Services following implementation. Continuous Improvement & Feedback Capture client and market feedback during discovery and delivery. Partner with Product Management to inform enhancements and roadmap priorities. Stay current on industry trends and evolving client needs. Requirements Experience in financial services or the investment industry. Proven experience in a client-facing role across sales, pre-sales, implementation, or service. Strong communication and presentation skills with both technical and business audiences. Experience working cross-functionally with Sales, Product, and Technology teams. Highly motivated, adaptable, and able to thrive in a fast-paced environment. Bachelor’s degree required; MBA or CFA is a plus. Nice to Have: Familiarity with Morningstar enterprise products and capabilities. Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot). Exposure to Agile methodologies. Basic programming or data analysis skills (e.g., Python, R). Compensation and Benefits At Morningstar 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 100% 401k match up to 6% of salary 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 Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses 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 $74,325.00-109,008.33 Inclusive of annual base salary and target incentive 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. 001_MstarInc Morningstar Inc. Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.