Senior Manager, Brand and Competitive Intelligence Insights

Morningstar, Inc.; Chicago (IL); Hybrid; USD 95,275 - 139,742; Full time

Benefits offered by this job

401(k) match

Comprehensive health benefits

Paid time off and sabbatical

Professional development opportunities

Job summary

Morningstar, Inc. is seeking a Senior Manager, Brand and Competitive Intelligence Insights to lead the development and buildout of Brand Research and Competitive Intelligence within the Market Research CoE.

The role will establish a scalable, centralized approach to insights that support growth and informed decision-making across Morningstar. The position collaborates with Brand, Product Marketing, Content & Platforms, and Sales to ensure timely, consistent, and impactful insights.

Qualifications

• Experience in brand research or competitive intelligence, preferably in B2B/financial services.
• Ability to build or scale a research function with governance and stakeholder workflows.
• Deep understanding of brand measurement, testing, perception tracking, and applying insights to business decisions.
• Strong knowledge of competitive intelligence methods including external monitoring and profiling.
• Ability to translate complex findings into actionable recommendations for branding, messaging, and GTM decisions.

Responsibilities

• Build a scalable Brand Research framework with strategy, measurement, and stakeholder intake.
• Establish a competitive intelligence capability with market monitoring and competitor profiling.
• Synthesize findings into business-ready narratives linking insights to actions.
• Present insights to senior stakeholders to drive decision-making.
• Connect brand/CI with other insights streams like market research and AI insights.
• Identify opportunities to use AI and scalable workflows to improve efficiency and asset accessibility.
• Manage external research partners ensuring quality and timeliness.

Skills

Brand research

Competitive intelligence

Stakeholder management

Governance & processes

Excel & data analysis

Narrative storytelling

AI-enabled workflows

Tools

Visualization tools

Job description

The Senior Manager, Brand and Competitive Intelligence Insights will primarilyleadthe development, design, and ongoing buildout of Morningstar's Brand Research and Competitive Intelligence functions within the broaderMarket ResearchCoE. The position will be responsible for establishing a scalable, centralized approach to brand and competitive insights that supportsMorningstar's evolving business needs, strengthens decision-making, and helps accelerate growth across the organization.

Working closely with the Brand team, this role will help define the operating structure, research roadmap, governance, and stakeholder engagement model for these two functions. The work will directly support overall Central Marketing OKRs to activate and scale the masterbrand as a growth multiplier, support Morningstar's growth through research-led content that will provide an edge in the marketplace, and develop our people & support inclusive culture, including through AI-enabled efficiencies.

A key part of this role will be to build a sustainable framework for how Morningstar measures brand health, monitors market and competitor movement, and translates those inputs into actionable recommendations for brand strategy, positioning, messaging, advertising, content, and GTM decisions. This position will work closely with Brand, Product Marketing, Content and Platforms, Strategic Account Marketing, Sales, and other internal stakeholders to ensure insights are timely, consistent, and impactful.

This position can based in our Chicago or NYC office with a required four days a week in office.

Specific responsibilities will include, but are not limited to:

• Build upon and deepen existing Brand Research by creating a sustainable framework that is inclusive of research strategy, measurement framework, tracking architecture, cadence, and stakeholder intake process.
• Establish a strong, multi-faceted Competitive Intelligence capability, including ongoing market monitoring, competitor profiling, synthesis of competitive activity, and identification of strategic implications for Morningstar.
• Synthesize complex findings into clear, business-ready narratives that connect brand and competitor insights to strategic implications, actions, and recommendations.
• Present insights to senior stakeholders and help drive decision-making through regular briefings, planned readouts, and ad hoc strategic support.
• Support the broader Centralized Insights CoE vision by helping connect brand and competitive intelligence with other insight streams, including market research, AI insights, and UX/product learnings, where relevant.
• Identify opportunities to use AI and scalable workflows to improve efficiency, expand coverage, and create more accessible and searchable insights assets over time.
• Manage external research and intelligence partners as needed, ensuring methodologies, deliverables, and timelines meet Morningstar's standards for quality, rigor, and relevance.

Qualifications:

• Strong experience in brand research, competitive intelligence, or related strategic insights disciplines, ideally in a B2B, financial services, or complex enterprise environment.
• Demonstrated ability to build or scale a research function, including defining processes, governance, stakeholder workflows, and reporting rhythms.
• Deep understanding of brand measurement, message testing, perception tracking, and the strategic application of brand research to business decisions.
• Strong knowledge of competitive intelligence methods, including external monitoring via tools lik e G arter, market synthesis, competitor profiling, and strategic analysis.
• Ability to connect research and intelligence outputs to business strategy, marketing choices, product decisions, and GTM priorities.
• Excellent analytical skills with the ability to synthesize quantitative and qualitative inputs into compelling narratives and clear recommendations.
• Strong communication and stakeholder management skills, with experience influencing senior partners across marketing, product, sales, and executive teams.
• Strong proficiency in Excel and other analysis and reporting tools; experience with visualization, survey platforms, or intelligence tracking systems is desirable.

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 plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-termdisabilityinsurance
• 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 & FormalMentorshipOpportunities
  • 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

$95,275.00-139,741.66

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.