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About the Role

Morningstar is seeking a Solution Consultant to join the Direct Platform team, supporting clients across North America. This role involves pre-sales solution design and hands-on implementation, managing the client journey from discovery through onboarding and value realization. You will act as a trusted advisor, understanding client needs, designing scalable solutions, and ensuring effective delivery and adoption.

Responsibilities

Partner with Sales to understand prospective client business processes, goals, and challenges.
Lead discovery sessions and conduct needs analysis to identify opportunities for Morningstar solutions.
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 for 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 for 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 post-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.
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
Value realization
Needs analysis
Product demonstrations
Presentations
Proposal development
Requirement translation
Project 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

Mid-level

Education Level

Bachelor's degree required
MBA or CFA is a plus

Salary/Compensations

60,023-88,054 CAD

Benefits

Bonus: 7.5%
Hybrid work environment with four days in-office each week in most locations
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.
Individuals in this group transform high-quality data, independent research, and technological expertise into well-designed products.
Product management, product development, operations and service teams collaborate to help create and provide clients with relevant solutions.
The Licensed Data Product Operations team aims to bring consistency in methods of working and provides better transparency and governance to operational processes.
This team partners broadly and deeply with many internal teams to drive desired outcomes for existing and new products.

Equal Opportunity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region).
These investments will be reviewed to ensure they meet Code of Ethics requirements.
If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.
Dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts).
If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.