Senior PMM: Reporting for the Direct Platform

Morningstar, Inc.; Greater London; Hybrid; GBP 62,000 - 87,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Job summary

Morningstar Direct is a flagship analytics platform used by investment professionals worldwide. We seek a Senior Product Marketing Manager to shape positioning, messaging, and go-to-market for reporting capabilities.

You will partner with product, UX, sales, and client success to translate capabilities into customer outcomes, drive adoption, and enable revenue growth across a global client base. The role offers a hybrid London-based work arrangement and the chance to influence Morningstar's

Qualifications

• 5+ years in product marketing or related functions in financial services or fintech.
• Experience with software platforms, workflow tools, analytics, or reporting apps.
• Familiarity with investment management, asset management, or wealth management ecosystems.
• Strong ability to communicate complex product concepts clearly.
• Proven cross-functional leadership across product, sales, marketing, and client-facing teams.
• Experience creating positioning, launches, or adoption programs with measurable outcomes.
• Experience with market research, win-loss analysis, competitive intelligence, or customer segmentation.
• Excellent written and verbal communication; ability to tailor content.
• Strong organizational skills in a fast-paced environment.
• Customer-centric mindset with data-informed prioritization and iteration.

Responsibilities

• Develop positioning, messaging, objection handling, content, and sales tools for Morningstar Direct reporting capabilities.
• Collaborate with Product Management and UX to translate capabilities into customer-facing narratives.
• Plan go-to-market for new reporting enhancements and releases, including launches and adoption programs.
• Analyze client workflows and usage to inform product and commercial teams.
• Create revenue-generating sales plays and adoption campaigns to expand platform usage.
• Partner with Campaign Marketing to create persona-based programs and content for awareness and demand.

Skills

Product marketing

Cross-functional collaboration

Market research

Win-loss analysis

Communication

Data-driven decisions

Workflow tools

Tools

Workflow tools

Job description

Morningstar Direct is a flagship analytics platform used by investment professionals worldwide. We seek a Senior Product Marketing Manager to shape positioning, messaging, and go-to-market for reporting capabilities.

You will partner with product, UX, sales, and client success to translate capabilities into customer outcomes, drive adoption, and enable revenue growth across a global client base. The role offers a hybrid London-based work arrangement and the chance to influence Morningstar's