Product Manager
1 month ago
Product Manager - Morningstar Wealth
Group:
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve advisers & investors’ needs. Our solutions pave the way to achieve their goals with confidence.
The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor.
Role:
We seek a dynamic Product Manager to join our dedicated Product teams, driving a cohesive product vision and roadmap to achieve customer outcomes. This role demands a fervent commitment to stakeholder satisfaction, with a focus on measuring product utilization against long-term business goals. Your expertise should include a proven track record in designing and delivering high-quality, scalable workflows, emphasizing technical acumen, judgment, and relentless pursuit of operational excellence.
As a pivotal member of our Agile cross-functional scrum team, you will play a crucial role in the development and scaling of our Research and Analytics module. This involves harnessing Morningstar data to devise innovative solutions that provide invaluable research insights, empowering both advisers and investors. We invite you to join us in shaping the trajectory of our forward-thinking and impactful products.
RESPONSIBILITIES:
As a Product Manager, you will be responsible for:
Make value-based decisions, amongst a roadmap of competing priorities.
Work with internal and external customers to analyse the needs and align product roadmap to strategic goals.
Develop and maintain an appropriately prioritized roadmap for implementation.
Develop scope and define backlog items (opportunities/problem statements) that guide the Agile software development team.
Solve product-related problems, make decisions, complete trade-off analysis to stay on track towards business deliverable commitments.
Draft key objectives and results, strategies and apply the data for the product to make business decisions.
Collaborate with stakeholders during the visioning and concept development of a product.
Assess value, develops cases, and prioritize themes to ensure work focuses on those with a maximum value that are aligned with product strategy.
Act as an evangelist for the product internally and externally and as the primary contact for queries related to the product.
Develop appropriately detailed specifications for the product features so they are clearly understood by the development teams.
Represent team in front of stakeholders, clients or users.
Work closely with senior management to create a product that fits the company strategy.
Research and analyse market, the users, and the roadmap for the product.
REQUIREMENTS:
To be successful in this role, you will need:
Master’s degree in business, finance, or a related field (or relevant experience)
Experience working on highly technical solutions in a financial services environment.
Understanding of Financial markets and financial data and how that data be converted into useful insights for the Investors.
Strong knowledge of wealth management products, services, and their underlying technical solutions
Proven experience as a Business Analyst or Product Owner, taking strong ownership of delivery.
Experienced working in an Agile environment, adopting a consultative and cooperative approach to your work.
Proven ability to gather, organise, synthesise, and prioritise large amounts of complex information from various sources under time pressure, and to the appropriate level of detail.
Excellent organisational and time management skills, with the ability to multi-task
Clear and unambiguous communication and presentation skills, in-person and online, via email, phone, and digital apps, combined with effective listening skills.
Fast and Curious learner, with experience of defining engineering best practices and providing technical mentorship to other members of the engineering team.
Able to translate complex technical decisions, in to simple to understand business outcomes.
Has an extremely high-quality bar on documentation, especially when it comes to defining Problem Statements, writing Product specifications and acceptance criteria.
Morningstar is an equal opportunity employer.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityIf 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.
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