Morningstar · 20 hours ago
Senior AI Product Manager
Chicago, IL
Full-time
Hybrid
Senior Level
$204K/yr - $262K/yr
7+ years expMorningstar is committed to empowering investor success through its Direct Platform team, which focuses on providing financial professionals with innovative tools and data. The Senior AI Product Manager will be responsible for identifying and validating high-impact AI use cases to enhance financial advisor workflows, ensuring that solutions are meaningful and impactful.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Conduct in-depth research and interviews to uncover financial advisor pain points and workflows
Translate findings into prioritized, actionable AI use cases
Define success metrics and go/no-go criteria for experiments
Collaborate with AI Experience Designers and Forward-Deployed Engineers to prototype solutions
Partner with Head of Product to align on priorities and roadmap
Document workflow patterns, adoption insights, and validation evidence
Continuously iterate on experiments based on user feedback
Qualification
Required
7+ years of product management experience
Experience with AI and SaaS
Strong analytical, research, and synthesis skills
Excellent communication and documentation skills
AI product leadership – Experience owning and scaling AI-powered products from concept to production
LLM & model fluency – Working knowledge of modern AI approaches (ML, LLMs, RAG, prompt design, evaluations, quality trade-offs)
Experimentation & validation – Ability to design experiments to validate product ideas and AI behavior before and after launch
User workflow discovery – Proven strength in translating complex user workflows into effective AI-assisted experiences
Data-driven decision-making – Defines and tracks success metrics across adoption, impact, and AI performance
Technical collaboration – Credible partner to ML, engineering, design, and compliance teams on feasibility, risk, and delivery
Responsible AI awareness – Understands bias, safety, privacy, and reliability considerations in AI products
Strategic prioritization – Balances short-term delivery with long-term AI platform and product vision
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.
10001+ employees
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
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
Portfolio Adviser
2026-01-21
Portfolio Adviser
2026-01-21
2026-01-16
Company data provided by crunchbase