Senior Implementation Consultant

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

About the Team

Morningstar’s Products group is the hub for manufacturing and innovation. We transform high-quality data, independent research, and advanced technology into intuitive, impactful products. Our product management, development, and service teams work closely with Client Solutions to deliver relevant, integrated solutions to our clients.

About the Role

We are seeking a proactive, strategic, and client-focused professional to lead complex Data Solutions integration or Reporting Solutions initiatives across Morningstar’s Direct Platform. This role combines deep expertise in data solutions with a strong understanding of data feed or reporting workflows, enabling successful delivery of tailored client solutions and supporting the rollout of new initiatives.

You will collaborate with internal stakeholders, senior product leaders, engineering teams, and clients to define, architect, and implement scalable solutions that drive business value. This role also requires strong communication and coordination skills to ensure alignment across teams and support enablement efforts.

Key Responsibilities

Client Engagement & Strategic Delivery

• Act as a strategic partner to clients and internal teams, managing complex functional and technical requirements from scoping to delivery.
• Build and maintain strong client relationships through regular engagement, including in-person meetings and travel as needed.
• Serve as a subject matter expert on Morningstar data, services, or reporting capabilities, designing high-impact solutions tailored to client needs.
• Interpret and apply Morningstar’s research and analysis to enhance client-facing solutions with insight-driven recommendations.
• Reporting Solutions only: own discovery, early client engagement and requirements gathering

Project Management & Implementation

• Deliver complex and multi product, multi region client projects.
• Lead cross-functional projects, ensuring alignment with agile methodologies (e.g., Scrum) and best practices.
• Define, document, and validate comprehensive business and technical requirements for data or reporting solutions.
• Provide strategic oversight of project health, communicating status, risks, and mitigation strategies to stakeholders.
• Drive decision-making processes that balance business needs with technical trade-offs to deliver future-proof solutions.
• Ensure seamless transition and knowledge transfer to client service teams, establishing support models and documentation.

Enablement & Coordination

• Support the rollout of new initiatives, ensuring visibility, alignment, and enablement across teams.
• Coordinate with global stakeholders to clarify enablement plans and contribute meaningfully to implementation efforts.
• Proactively identify gaps in communication or planning and take initiative to resolve them.

Team Leadership & Innovation

• Mentor junior team members, fostering professional development and team capability.
• Identify opportunities for innovation, automation, and process improvement within project delivery or reporting workflows.
• Assume ownership of high-stakes initiatives and ad hoc responsibilities that contribute to strategic business goals.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• 2–3 years of project management experience; QA or development experience a plus.
• Strong client focus with excellent organizational and multitasking skills.
• Effective communicator with strong presentation skills, both written and verbal.
• Self-motivated, creative, and strategic thinker with sound problem-solving abilities.
• Technical aptitude and quick learner; able to understand and explain systems and data flows.
• Strong analytical skills with a passion for data and product integration.
• Comfortable with ambiguity and skilled at leading through change.
• Detail-oriented with a proactive approach to risk management and stakeholder coordination.
• Collaborative mindset with the ability to build strong relationships across teams.
• Solid understanding of software development processes and methodologies.
• Familiarity with investment