The Group : Morningstar Wealth offers an integrated suite of products and services for advisers and their clients, enabling advisers to access Morningstar’s renowned insights, investment products, powerful technology, and advice practice workflow solutions. Advisers can select a personalised range of products and services that align with their specific business and client needs.
The Role
This role is a critical role, responsible for the positioning, messaging and content for Morningstar Wealth’s Platform and Subscription products. A deep understanding of the business, our products, services, clients we serve and the competitive landscape is paramount. Defining and articulating the value proposition of the products as a whole as well as specific features will inform the positioning, messaging and content throughout the annual cycle of activity.
Defining a strategy and plan to communicate and promote Morningstar Wealth’s proposition is the key focus of this role. Being able to develop content is central to the role. Working with stakeholders across the business as inputs into that content is key; with the responsibility of writing and positioning being held by this role.
Having eyes out across the wider Morningstar business is crucial. Curating content that exists and surfacing it to our audiences is a key responsibility of the role. Being able to influence content producers around the company is another key element. Vast amounts of content is produced by Morningstar, ensuring it is useable and aligned with Wealth’s value proposition is key on delivering value to our clients.
Responsibilities :
Value proposition
Product positioning and messaging
Go to market strategies and messaging for product launches, changes and enhancements
Developing and maintaining collateral
Content curation and production
Requirements :
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.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
Senior Marketing Manager • Edinburgh