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About the Role

Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America. This role combines pre-sales solution design with hands-on implementation, owning the client journey from initial discovery through successful onboarding and value realization. You will act as a trusted advisor, understanding client business needs, designing scalable solutions, and ensuring effective delivery and adoption. You will work cross-functionally with Sales, Client Service, Product, and Technology teams.

Responsibilities

Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges.
Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value.
Develop and deliver product demonstrations, presentations, and proposals.
Translate client needs into clear business, functional, and technical requirements.
Own end-to-end implementation from contract signature through onboarding and go-live.
Manage project scope, timelines, risks, and dependencies.
Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions.
Break down requirements into structured deliverables and collaborate with Technology teams.
Lead client trainings, technical sessions, and onboarding activities.
Ensure successful integration, adoption, and formal client sign-off.
Proactively manage opportunities and priorities in support of clients and Sales teams.
Serve as the primary point of contact throughout the client lifecycle.
Maintain clear, consistent communication on project status, milestones, and risks.
Ensure a smooth transition to Client Services following implementation.
Capture client and market feedback during discovery and delivery.
Partner with Product Management to inform enhancements and roadmap priorities.
Stay current on industry trends and evolving client needs.

Requirements

Experience in financial services or the investment industry.
Proven experience in a client-facing role across sales, pre-sales, implementation, or service.
Strong communication and presentation skills with both technical and business audiences.
Experience working cross-functionally with Sales, Product, and Technology teams.
Highly motivated, adaptable, and able to thrive in a fast-paced environment.
Bachelor’s degree required.
MBA or CFA is a plus.
Familiarity with Morningstar enterprise products and capabilities.
Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot).
Exposure to Agile methodologies.
Basic programming or data analysis skills (e.g., Python, R).

Skills

Solution design
Client onboarding
Pre-sales
Implementation
Communication
Presentation
Project management
Data analysis
Python
R
Snowflake
AWS
Claude
Copilot

Location

North America

Work Type

Hybrid

Experience Level

Mid-level

Education Level

Bachelor's degree

Salary/Compensations

60,023-88,054 CAD

Benefits

7.5% Bonus
Tools and resources to engage meaningfully with global colleagues

About the Company

The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar.
The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients.
The group’s product management, product development, operations and service teams collaborate to help create and provide our clients with the relevant solutions to appropriately meet our client’s business needs.
The Licensed Data Product Operations team aims to bring consistency in methods of working and provides better transparency and governance to operational processes.
The team partners broadly and deeply with many internal teams.
These partnerships are critical to driving the desired outcomes not only for our existing products, but also as it pertains to assisting in driving our new product development initiatives.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.
In most of our locations, our hybrid work model is four days in-office each week.
A range of other benefits are also available to enhance flexibility as needs change.

Equal Opportunity

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
US Applicants: Morningstar is an E-Verify program participant.
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