AI-Driven Product Manager — Wealth Platform & Automation

Morningstar; City of Edinburgh; Hybrid; GBP 58,900 - 82,333; Full time

Benefits offered by this job

Hybrid work environment

Bonus target of 12.5% annually

Flexible benefits available

Job summary

Morningstar Credit Ratings, LLC is seeking an AI-enabled Product Manager to lead the transformation of workflows across the Morningstar Wealth Platform. This role focuses on enhancing how investors and advisers interact with the platform and involves owning critical business processes such as profile management and fee structures.

The ideal candidate will have 5-7 years of product management experience, a strong understanding of wealth management operations, and the ability to leverage AI to improve operational efficiencies.

Qualifications

• 5–7+ years’ experience as a Product Manager ideally on platform-heavy products.
• Demonstrated track record of using AI to enhance practice.
• Strong understanding of wealth management operations.

Responsibilities

• Own digitalisation of core workflows across the Platform product.
• Lead shift from manual processes to secure customer self-service.
• Define and deliver an automation roadmap to reduce efforts and improve scalability.

Skills

Product Management

AI Knowledge

Workflow Design

Communication Skills

Stakeholder Management

Agile Methodology

Education

5-7+ years product management experience

Job description

Morningstar Credit Ratings, LLC is seeking an AI-enabled Product Manager to lead the transformation of workflows across the Morningstar Wealth Platform. This role focuses on enhancing how investors and advisers interact with the platform and involves owning critical business processes such as profile management and fee structures.

The ideal candidate will have 5-7 years of product management experience, a strong understanding of wealth management operations, and the ability to leverage AI to improve operational efficiencies.