Morningstar’s mission is “Empowering Investor Success.” The Morningstar Direct Platform is our original and core product and largest revenue business that provides public markets investors comprehensive data, research, insights and analytics to enable that mission. In 2026 we appointed a new executive, Scott Brown, to lead the Direct Platform, with a mission to accelerate its growth in the age of AI. Scott is seeking a strategic hire to partner with him on this exciting agenda - Head of Product, Software. This executive will bring depth in the investments market as well as modern digital product management expertise and have demonstrated track record of shifting from traditional software delivery to building AI-powered platforms and workflows.

The Head of Product, Software will lead the evolution of the Morningstar Direct Platform. This includes flagship offerings such as Morningstar Direct, Advisor Workstation, Direct Advisory Suite, and our Reporting and Distribution solutions. This role will define and drive our transition to AI-powered user experiences and workflows, shaping how data, intelligence, and user experience come together across our hosted platform. This leader owns the end-to-end client experience—including workflows, persona design, and platform monetization—and is accountable for how customers adopt, engage with, and derive value from Morningstar’s software.

The ideal candidate is a strategic product leader who can scale high-performing teams, drive business growth, and lead a transformation from process-driven delivery to insight-driven, experience-led innovation. The leader in this role will sharpen Morningstar’s differentiated value proposition in the AI era.

KEY RESPONSIBILITIES

Product Vision & Strategy: Define and execute a unified product vision aligned to business strategy across regions, segments, and personas. Lead the transition from traditional software products to AI-powered workflows and client experiences. Lead and ensure the effective application of AI to transform user workflows, enhance decision-making, and improve client experiences and outcomes. Set and enforce experience, adoption, and value realization targets across teams.

Customer Experience & Workflow Ownership: Own the design and evolution of workflows that define how financial professionals operate on the platform. Deeply understand client personas across global markets and design differentiated, high-value experiences. Translate customer needs and behavioral data into actionable product innovation. Ensure all products deliver consistent, cohesive, and high-quality user experiences. Own key customer metrics, including activation, retention, and NPS.

Platform & Cross-Functional Leadership: Define requirements for platform capabilities in partnership with the business unit CTO and Data & Agentic Product teams. Partner with Data & Agentic teams to ensure agent capabilities are effectively embedded in workflows and aligned to user needs. Define the roadmap for modernization, including retirement of legacy products and launch of next-generation experiences. Act as a connector across business, technology, data, and client-facing teams.

Commercial Ownership & Growth: Align product development closely with go-to-market to ensure what is built reflects what is sold. Drive growth through product innovation, pricing, packaging, and expansion strategies. Own on-platform monetization, including subscription and consumption-based models within the software experience. Ensure every product has a clear and effective go-to-market strategy tied to customer value.

Team Leadership: Build and lead a high-performing, globally distributed team. Foster a culture of ownership, accountability, and innovation. Act as a connector across product, technology, data, partnerships, and commercial teams.

IDEAL EXPERIENCE

Experience & Domain Expertise

15+ years of product management experience in large-scale, enterprise SaaS environments. Strong background in FinTech / Financial Services and SaaS models. Demonstrated experience building and scaling workflow-driven, multi-persona software platforms.

Product Leadership & Strategy

Proven track record of translating strategy into high-growth product roadmaps. Brings a strategic mindset with the ability to prioritize, simplify, and execute at scale. Demonstrated ability to lead organizational transformation and build high-performing teams o