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About the Role
Lead the development and buildout of Morningstar’s Brand Research and Competitive Intelligence functions within the Market Research CoE. Establish a scalable, centralized approach to brand and competitive insights to support business needs, strengthen decision-making, and accelerate growth.
Responsibilities
- Build upon and deepen existing Brand Research by creating a sustainable framework inclusive of research strategy, measurement framework, tracking architecture, cadence, and stakeholder intake process.
- Establish a strong, multi-faceted Competitive Intelligence capability, including ongoing market monitoring, competitor profiling, synthesis of competitive activity, and identification of strategic implications.
- Synthesize complex findings into clear, business-ready narratives connecting brand and competitor insights to strategic implications, actions, and recommendations.
- Present insights to senior stakeholders and help drive decision-making through regular briefings, planned readouts, and ad hoc strategic support.
- Support the broader Centralized Insights CoE vision by connecting brand and competitive intelligence with other insight streams.
- Identify opportunities to use AI and scalable workflows to improve efficiency, expand coverage, and create more accessible and searchable insights assets.
- Manage external research and intelligence partners, ensuring methodologies, deliverables, and timelines meet Morningstar’s standards.
Requirements
- Strong experience in brand research, competitive intelligence, or related strategic insights disciplines, ideally in a B2B, financial services, or complex enterprise environment.
- Demonstrated ability to build or scale a research function, including defining processes, governance, stakeholder workflows, and reporting rhythms.
- Deep understanding of brand measurement, message testing, perception tracking, and the strategic application of brand research to business decisions.
- Strong knowledge of competitive intelligence methods, including external monitoring via tools like Gartner, market synthesis, competitor profiling, and strategic analysis.
- Ability to connect research and intelligence outputs to business strategy, marketing choices, product decisions, and GTM priorities.
- Excellent analytical skills with the ability to synthesize quantitative and qualitative inputs into compelling narratives and clear recommendations.
- Strong communication and stakeholder management skills, with experience influencing senior partners across marketing, product, sales, and executive teams.
- Strong proficiency in Excel and other analysis and reporting tools; experience with visualization, survey platforms, or intelligence tracking systems is desirable.
Skills
- Brand Research
- Competitive Intelligence
- Market Research
- Strategic Insights
- Brand Measurement
- Message Testing
- Perception Tracking
- Market Monitoring
- Competitor Profiling
- Strategic Analysis
- Data Synthesis
- Quantitative Analysis
- Qualitative Analysis
- Stakeholder Management
- Excel
- Data Visualization
- Survey Platforms
- Intelligence Tracking Systems
Location
- Chicago, IL
- New York City, NY
Work Type
- Hybrid
- Full-time
Experience Level
- Senior Manager
Salary/Compensations
- $94,556-$160,733 (NYC)
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
- Morningstar is a global financial services firm providing investment management, research, and technology.
- The company aims to activate and scale the masterbrand as a growth multiplier.
- Morningstar supports growth through research-led content that provides an edge in the marketplace.
- The company fosters people development and supports an inclusive culture.