Product Manager

The Group At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence. The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor. The Role We are looking for an AI-enabled Product Manager to lead the transformation of core customer and colleague workflows across the Morningstar Wealth Platform. This role sits at the heart of how investors and advisers interact with the platform, owning some of the most mission‑critical journeys in wealth management — including tax wrapper switching, investor profile management, money movements, and fees. You will be accountable for re‑engineering complex, high‑volume processes into intuitive, self‑served, and experiences that scale efficiently while meeting regulatory and operational standards. This role demands deep familiarity with Investment Platforms, within the wealth industry ideally gained from working in or alongside operational teams. You will have demonstrated your ability to harness AI to accelerate product delivery, understand research and data and build product increments that scale. This role suits a product leader who not only thrives in complexity, but who actively uses AI to navigate it faster, smarter, and with greater impact. Key Responsibilities: Own end‑to‑end the digitalisation of core, high value workflows across our Platform product. Lead the shift from manual, colleague‑led processes to secure, permissioned, customer self‑service experiences — leveraging authentication, role‑based access controls, and intelligent automation to reduce dependency on human intervention at scale. Define and deliver an automation roadmap that materially reduces operational effort, processing time, and error rates — identifying where intelligent automation can replace manual workflows, improve scalability, and free colleagues to focus on higher‑value activity. Partner with engineering, design, operations, and customer teams to deliver front‑to‑back solutions spanning UX, APIs, workflow orchestration, and back‑office services — actively using AI to accelerate the product development lifecycle across discovery, definition, design, and refinement. Own and prioritise the product backlog using a clear value framework, balancing customer impact, operational efficiency, regulatory obligations, and technical sustainability. Maintain a strong continuous discovery cadence with customers, advisers, and internal colleagues —to surface patterns, identify emerging trends, and map opportunities across operational and behavioural data, turning insight into prioritised product action. Champion the adoption of AI tools across your own daily workflows — from backlog management and stakeholder communications to research synthesis and delivery planning — modelling what it means to be a genuinely AI‑enabled product leader. Act as the single point of product leadership for your domain, clearly communicating vision, trade‑offs, progress, and outcomes to senior stakeholders. What we’re looking for: 5–7+ years’ experience as a Product Manager (or equivalent), ideally working on platform, workflow, or automation‑heavy products — with a clear and demonstrable track record of using AI to enhance your own practice and the teams around you. Deep knowledge of wealth management platforms, ideally gained through direct experience working in or very closely with operational teams. A strong understanding of the manual processes, back‑office dependencies, and scalability constraints that define day‑to‑day platform operations — and the judgment to know where automation can make the greatest difference. Strong systems and workflow thinking, with the ability to design and improve end‑to‑end journeys rather than isolated features — including the confidence to challenge existing processes and reimagine them. Strong front‑to‑back product ownership, with an understanding of how customer experiences are enabled by back‑end services and processes. Outcome‑driven mindset, with experience setting and delivering against OKRs tied to customer value, operational efficiency, and AI‑enabled capability improvements. Excellent communication and stakeholder management skills, able to bring clarity to complex and ambiguous problem spaces. Comfortable working in agile, cross‑functional teams, balancing near‑term delivery with longer‑term platform evolution. In this role sounds aligned with your skills, experience and ambitions then we’d love to hear from you. Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Base Salary Compensation Range GBP 91.300,00-127.966,66 Bonus Target: 15% Annual We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors. 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. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. 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