Morningstar · 2 months ago
Senior Marketing Manager
Morningstar is dedicated to empowering financial advisors and the investors they serve. As a Senior Marketing Manager, you will own key outcomes in support of business growth by creating marketing strategies and campaigns that drive measurable results.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Run standout campaigns: Develop and execute creative, integrated marketing campaigns that cut through the noise and inspire action
Elevate value-add programs: Bring key initiatives to life in ways that translate into measurable adoption and lasting value
Build best-in-class onboarding: Create experiences that help new clients or partners feel confident, supported, and engaged from day one
Own partner relationships: Manage marketing strategy and execution for select platform and distribution partners, ensuring alignment and impact
Be proactive and outcome-driven: Anticipate needs, clear roadblocks, and identify the next best step to advance goals
Collaborate for impact: Partner closely across Marketing, Sales, Product, and Design to align strategies and amplify results
Leverage every channel: Use digital, content, events, and demand generation tools to reach audiences in the most effective ways
Measure, analyze, refine: Continuously assess performance, share insights, and optimize for greater impact
Challenge assumptions: Ask the tough questions, push creative boundaries, and ensure every initiative has purpose and momentum
Qualification
Required
Deep experience in asset management or investment marketing
Proven ability to translate complex investment concepts into compelling, client-focused campaigns
Hands-on marketer who can think strategically and execute flawlessly
Ability to leverage multiple channels to deliver impact
Experience in designing and leading integrated campaigns
Capability to develop programs that add lasting value
Skill in creating client experiences that set new standards for excellence
Experience in managing marketing for select key partner relationships
Proactive and outcome-driven mindset
Ability to collaborate closely across Marketing, Sales, Product, and Design
Experience in using digital, content, events, and demand generation tools
Ability to measure, analyze, and refine marketing performance
Creative campaign builder who knows how to differentiate in a crowded marketplace
Collaborative and relationship-oriented
Outcome-focused, measuring success by engagement, adoption, and results
Versatile and resourceful, with the ability to run across digital, content, PR, and event channels with confidence
Strong understanding of how to engage financial advisors, wealth managers, and investors
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Recent News
2026-01-16
2026-01-16
2026-01-12
Company data provided by crunchbase