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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.

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.
Familiarity with Morningstar enterprise products and capabilities.
Experience with data platforms, APIs, or cloud and AI technologies.
Exposure to Agile methodologies.
Basic programming or data analysis skills.

Skills

Solution design
Implementation
Client onboarding
Value realization
Needs analysis
Product demonstrations
Presentations
Proposals
Business requirements
Functional requirements
Technical requirements
Project management
Scope management
Timeline management
Risk management
Stakeholder management
Client training
Technical sessions
Data platforms
APIs
Cloud technologies
AI technologies
Agile methodologies
Programming
Data analysis

Location

North America

Work Type

Hybrid

Experience Level

Client-facing role experience

Education Level

Bachelor’s degree required
MBA or CFA is a plus

Salary/Compensations

$74,325.00-109,008.33

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision)
Potential premium discounts
Company-provided HSA contributions (up to $500-$2,000 annually)
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

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, which is part of the group, 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 (for example, product management, technology and client service).
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.

Equal Opportunity

Morningstar Inc. Legal Entity