Job Description

Morningstar isseeking aGlobal Headof AI Platform Strategy & Partnerships to leadourenterpriselevelpartnerships withmajorAI platforms to maximize strategic leverage, manage risk, and accelerate growth across business units.This role serves as the central orchestrator of AI platform strategy—ensuring alignment across the company and strategic authority to define “enterprise-preferred/endorsed” execution strategies whilepreservingBUautonomyThis position will report to ourChief Revenue Officerwith strong enterprise sponsorshipand Morningstar ELT accessandmaintainsregular engagement and dotted‑line connectivity with BU leaders and commercial leads/BU heads of sales.

The rolewill bebasedinour ChicagoorSeattle office.

KeyResponsibilities

• Platform Leadership

• Serve as Morningstar’s primary owner for Tier 1 AI platforms (e.g., Microsoft, OpenAI, Anthropic, Google; updated quarterly).

• Define partnership goals, operating models, and success metrics for each platform in close coordination with BUleaders, including revenue/sales targets

• Evaluate emerging platforms and expand Morningstar’secosystemwherestrategically relevant.

• Evaluate AI-related strategic opportunities alongside Corporate Strategy and Executive leadership.

• Cross-BU Alignment (Enable, Not Control)with Strategic Governance Authority

• Align AI platform engagements across all BUs while preserving BU ownership of commercial terms and execution speed.

• Ensure consistency in how Morningstar “sells to” and collaborates with platforms, avoiding duplication or misalignment.

• Partnership & GTM Development

• Build sell‑through, co‑sell, and joint go‑to‑market motions with BUs and key sales teams.

• Identifypartnerships that expand distribution, accelerate growth, and amplify Morningstar’s data and research.

• Maintains regular engagement with BU marketing leadership, with particular emphasis on GTM and Engagement leadership functions.

• Develop “Innovation Hub” resource with validated partnership motions, commercial templates, legal terms, and integration patterns based on proven approaches across the enterprise. Make BU execution faster and more profitable.

Executive Engagement

• Develop senior‑level relationships with platform leadership.

• Represent Morningstar at the enterprise level toSecure roadmap visibility, early‑access programs, joint communications, and strategic alignment across teams.

• Report quarterly (or asappropriate)to Morningstar ELT on partnership performance, landscape opportunities and risks, and strategic opportunities.

Internal Enablement (Tech & Productand Marketing)

• Promote reuse of integrations, best practices, and architectural patterns across teams.

• Partner with central and BU technology leaders to ensure platform alignment with Morningstar’s AI strategy and product roadmaps.

• Translate platform capabilities into actionable guidance for product and engineering teams.

• Sales Enablement and Product Marketing: Ensure capabilities are consistently and correctly positioned across BU go-to-market motions, avoiding conflicting narratives or missed commercialization opportunities.

• Central Marketing: Develop ecosystem partner narrative, partner-, client-, and investor-facing communications thatrepresentMorningstar’s enterprise AI story.

Success Metricswill be measured by the strength and impact of Morningstar’s strategic AI platform relationships, including

• Expansion of Morningstar data, content, and capabilitiesacross AI platforms, spanning multiple BUs.

• Achievement of agreed upon BU commercial outcomes–revenue from platform, revenue from end clients,etc.

• Consistent and scalable terms and conditionsacross partnerships, with room for continuous expansion.

• Clearrelationshipownership, governance, and coordinationacross all AI platform engagements.

• Increased sell‑through and distribution leveragewhile maintainingcontrolled risk.

• Faster executionenabled by shared templates, guardrails, and platform alignment.

• KPI‑driven performancetied to major partnership opportunities (e.g., MSFT-focused initiatives).

• Months 1-6:Establishbaseline “current state” of AI Partnershipsto determineawareness, commercialavailabilityand value of current capabilities across the AI landscape.

• Months 7-12: Set targets against the baselineto inform specific improvement measurements. KRs on the above success metrics will be set in consultation with the CRO and Morningstar ELT.

Required Skills and Experience:

Platform & Partnership Expertise

• Direct experience managing Tier 1 technology platform relationships (Microsoft, Google, OpenAI-level partners)

• Fluency in partnership structures: co-sell, sell-through, joint GTM motions, revenue sharing models

• Understanding of AI platform ecosystems — how LLMs, APIs, and enterprise AI products are commercialized and distributed

Commercial & Strategic Acumen

• Experiencedefiningand negotiatingcommercial terms across complex, multi-stakeholder deals

• Proven experience building GTM strategies

• Experiencewith revenue metrics, pipeline attribution, and BU-level P&L dynamics

• Proven ability to align and drive consensus across Sales, Product, Tech, Legal, and Marketing

• Executive presence torepresentMorningstar credibly in senior external meetings

• 10+ years of sales experience; salesleadershipexperience preferred

Organizational & Governance Skills

• Ability to buildand adaptoperating models, frameworks, and playbooks in ambiguous environments

• Experience creating shared templates, guardrails, and scalable processes across decentralized organizations

• Risk managementknowledge— specifically aroundcommercial and strategic risks; must understand how and when to escalate concerns and involve key stakeholders

Domain Knowledge

• Understanding of how AI capabilities translate into financial data, content, and research productsacross Morningstar & Pitchbook businesses

• High tolerance for ambiguity

• Credibility with both technical audiences (product, engineering) and commercial ones (sales, BU heads, C-suite)

• Strong written and verbal communication — this person will be drafting strategy docs, executive briefings, and partner communications regularly

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health

  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-term disability insurance

• Emotional Health

  • 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 to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$215,825.00-330,941.66

Inclusive of annual base salary and target incentive

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.

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