The Group: Morningstar Retirement empowers investor success by providing research- and technology-driven products and services that help individuals reach their retirement goals. With advisory services provided by Morningstar Investment Management LLC, Morningstar Retirement supports and collaborates with workplace retirement plans and other industry players to differentiate their services, stay competitive, and reach new markets, all in service of building a better retirement system. Morningstar Retirement not only helps people save for the retirement they want but helps them make their money last once they get there.
The Role: The Marketing Manager - Product & Sales Enablement plays a key role in shaping and communicating Morningstar Retirement's product and research strengths to the retirement industry. This individual transforms complex product insights into clear, differentiated messaging that drives awareness, engagement, and adoption across B2B retirement audiences. They partner closely with Product, Sales & Service, GTM, and client-facing teams to ensure our value proposition resonates both in the market and in conversations with prospects, clients, and partners.
This position is based in our Chicago office and reports to Morningstar Retirement's B2B Senior Marketing Manager & Team Lead.
Job Responsibilities: - Support the development of clear product positioning, benefits, differentiators, and objection handling for key Morningstar Retirement offerings-collaborating with the content strategist to translate technical concepts into audience-appropriate narratives
- Collaborate cross-functionally to identify B2B retirement target audiences, understand their needs and help create segment-driven marketing campaigns and supporting resources that drive awareness, engagement, and adoption
- Work closely with product, client-facing teams and subject-matter experts to ensure marketing outputs reflect product vision, roadmap updates, client needs, and real-time sales feedback
- Engage with Sales, Product, and client-facing teams-and participate in select client or partner conversations-to gather insights that inform positioning, messaging, and go-to-market strategies.
- Partner with go-to-market team to craft and execute marketing strategies-driving positioning, content creation, and enablement efforts that support client retention and acquisition
- Ensure all communications align with product vision and deliver accurate, audience-specific messaging across channels.
- Track and report on the performance of product marketing initiatives, highlighting learnings and areas for optimization
- Manage timelines, deliverables, and cross-team coordination to ensure consistency, accuracy, and quality across all product marketing assets.
Qualifications: - 4+ years of product marketing, brand marketing, or related experience-preferably in B2B and financial services
- Strategic thinker with strong analytical skills and the ability to translate business challenges into actionable marketing solutions
- Excellent written and verbal communication skills, with the ability to simplify complex concepts for diverse stakeholders
- Proven ability to collaborate and lead/co-lead projects across sales, product, operations, and business teams
- Strong project management and organizational skills, with the ability to manage multiple initiatives while working across several teams and stakeholders
- Experience using AI tools (such as Microsoft Copilot or other generative AI solutions) to improve productivity, generate insights, and create scalable marketing deliverables while maintaining accuracy and brand alignment
- Experience with marketing and analytics tools (e.g., Eloqua, Google Analytics, Tableau, Salesforce) to support campaign execution and insights
- BS/BA degree in Business, Marketing, Communications or related field and/or comparable industry-related experience
Nice to have: - Experience in the retirement, wealth, or financial services industry
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
- 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 $74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive 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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