Project Manager
4 weeks ago
The Group:
Morningstar's mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Workplace is a high-growth area for Morningstar that houses a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, plan sponsors, plan consultants, and retirement plan advisors. By constantly evolving our solutions and solving our clients' problems, we are well-positioned to help individuals achieve a better retirement. The workplace implementation team is critical to achieving this mission and bringing it to life.
The Role:
Morningstar seeks an Implementation Manager. In this role, you are responsible for the successful delivery of Workplace projects for our large financial services clients. The implementation team offers solutions to meet the needs of our institutional clients that license our managed accounts service including our new platform for advisors, Advisor Managed Accounts. The implementation team serves as the backbone for onboarding new clients onto Workplace products. This role is responsible for leading and managing projects from discovery through implementation and successful delivery within an agile development framework. We're looking for someone who will rise to this role's challenges by thinking like an owner, proactively improving processes, and leading by example. This position reports to the head of global account management and is based in our Chicago office.
Responsibilities
- Deliver high-quality and timely implementations to our clients
- Manage and execute small, medium and large size/complexity projects from the discovery phase through implementation and delivery with complete ownership and responsibility
- Develop and manage implementation timelines and project plans outlining deadlines, responsibilities and deliverables, as well as create business requirements when applicable
- Coordinate with internal teams such as Product Management, Relationship Management, Technology, Marketing/Design and Quality Assurance as well as external stakeholders to ensure projects are on schedule, high quality, and delivered according to the requirements
- Collaborate with other business and technology leaders to establish best practices and continuously improve our overall program delivery process
- Work with your team to refine processes, manage schedules and resources, and dynamically react to evolving client needs and competing priorities
- Coordinate multi-functional resources in multiple locations
- Responsible for a set of projects while ensuring that client objectives are met
Requirements
- Three or more years of project management experience, preferably in a financial services environment
- Experience working with product management, quality assurance, and software development projects within an agile/scrum framework
- Leadership experience in a client-facing role
- Highly organized and detail-oriented with the ability to manage multiple projects across products and platforms and the ability to manage internal teams and external stakeholders to achieve project goals
- Strong interpersonal, presentation, communication, and client service skills
- Excels in a fast-paced environment while still producing high-quality, detail-oriented work.
- Curious, creative thinker with a collaborative approach to problem-solving
- Demonstrated success in driving continuous operational improvements
- Understanding of mutual funds, financial/investment concepts and retirement market a plus
- Experienced with SQL, XML, Web Service, SAML, schemas, APIs and JIRA
- Six Sigma, PMI Certification, or other formal project management and process improvement training is highly regarded
- A minimum of a bachelor's degree is required
Morningstar is an equal opportunity employer
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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. In addition, 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.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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