Aggressively grow new business among prospective firms within an assigned territory Proactively uncover upgrade opportunities among current Advisor Workstation customers Conduct sales demonstrations of Morningstar capabilities and solutions including Morningstar Direct Build a network of prospects within an assigned territory through industry conferences, trade associatio

The Director of Global Workforce Planning will play an important role in devising and implementing Morningstar's global workforce and location strategy. This role in an individual contributor role and reports to the Head of Strategy, and Analytics within Morningstar's People & Culture (HR) function. The role will work closely with business leaders to understand and foreca

Job Duties Design and build stable, scalable products through the use of Amazon webservices (50% of time). Support and improve critical products and legacy systems (5%). Analyze and remediate production issues and vulnerabilities quickly, build instrumentation and operational readiness into the systems architecture (5%). Utilize technical development skills to distill ana

Be the engineering face for Product support, representing the Workstation engineering team to stakeholders and clients. Build engineering solutions to key focus areas, to improve customer satisfaction. Guide global teams to build robust data engineering pipelines Work with architects and leads to design data import and export mechanisms to interface with advisory ecosyste

Help drive efficiency that sets Morningstar at the optimal level operational effectiveness to support our future growth. Work closely with the development teams to determine changes required as a result of product releases, and plan update sets to address any collisions with new versions of the product. Act as lead and expert in integration strategy and data sharing acros

Program Management Work in partnership with Facilities, Design, People Team, Legal, IT, and other relevant functions to develop and implement a comprehensive physical security program. Define global physical security standards and policies ensuring adherence to relevant regulations and business requirements Safe and Secure Office Design work with Real Estate, Facilities,

Establish and maintain order for leaders' schedule, desk, day to day tasks, etc. Manage schedules, make appointments, and coordinate meetings, often across multiple time zones Organize and prepare for meetings, including gathering documents and attending to logistics of meetings Anticipate the needs of leaders while maintaining day to day workflow Gain and establish exper

High performer exceed quarterly and annual sales targets. Hunter mentality / growth mindset this role will require significant hunting (outbound calling, emailing, etc.) and success will depend upon your ability to proactively uncover short and long term strategic opportunities with clients and prospects. Forecasting and pipeline management as a seller in a defined territ

involving MacOS and Windows endpoints. The ideal candidate will have a deep understanding of MDM principles, strong technical expertise , and proven leadership skills in managing mobile device environments. This position is based in our Chicago office and we follow a hybrid policy. Responsibilities Act as a subject matter expert for the Morningstar MDM environment. Collab

Partner with Morningstar Retirement and Morningstar Funds Trust to provide ongoing compliance support and guidance Review marketing materials and RFPs Assist in due diligence and other recurring investment company tasks including those regarding sub advisers and service providers Create compliance related training materials Undertake SEC filings, including Forms 13F, 13H,

Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar's advisor and institutional clients via in person meetings, phone and/or email. Identify growth opportunities regionally to expand existing user base within portfolio of accounts. Achieve sales and retention goals while providing excellent service to clients. Conduct client d

Responsibilities Work in the residential mortgage finance sector, perform transaction analysis including analysis of collateral, deal structure and legal issues. Focus on key credit issues during the new issue rating process, including the implementation of credit adjustments in expected loss and cash flow models/tools as a result of pandemics or other credit related even

Conduct comprehensive audits and reviews to ensure full compliance with licensing agreements across our client base. Collaborate closely with Sales, Legal, and Customer Success teams to address and resolve non compliance issues. Lead the negotiation process with clients to align their usage with licensing terms, including commercial remediation when necessary. Develop and

s . Plan and manage activation of university events including managing all forms of communication and elements of event planning and evaluating value and cost effectiveness in accordance with strategy. Work as part of a talent acquisition leadership team to identify ongoing talent development needs, process/efficiency improvements, and innovative ideas. Own standard operat

s pertaining to tasks, projects, and deadlines Prior experience with ICS based Incident Management processes Must be able to work as a part of a team or independently Proven competencies in conflict resolution, adaptability and coordination. Availability to work outside regular business hours to support testing/training/real life incidents 001_MstarInc Morningstar Inc. Leg