Job Description

About the Role

Morningstar’s Global Marketing Operations team is hiring a Technical Program Manager to lead large, complex, cross‑functional programs across marketing technology, data, AI, workflow automation, and go‑to‑market operations. This is a highly visible role that connects strategy, systems, andexecution,ensuring teams move faster, collaborate smarter, and deliver measurable business impact across the full buyer journey.

You will run our marketingoperationsprogram portfolio, mature our operating model, accelerate AI adoption, and align marketing and sales workflows to support a unified, insight‑driven funnel

WhatYou’llDo

Program & Portfolio Leadership

• Lead end‑to‑end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations

• Own the MKOPs portfolioprojectsin Asana: streamline intake, automate workflows,optimizetemplates, andmaintaindashboards that keep priorities and risks visible.

• Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability.

• Facilitate ongoingportfolio,roadmap, and executive status reviews tomaintainalignment and unblock teams.

Marketing + Sales Alignment (Funnel, Workflow, Data)

• Drive cross‑functional programs that strengthen alignment between marketing andsales,includinglifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata.

• Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams.

• Translate joint marketing–sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights.

Operating Model, Governance & Change Management

• Establish light, scalable governance for AI, data, andmartechinitiatives,including decision frameworks, RACI, standards, and human‑in‑the‑loop checkpoints.

• Mature MKOPsportfolioprojectintake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work.

• Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership.

• Develop documentation, training, and adoption plans that ensure newcapabilitiesland successfully and consistently across global teams.

Measurement & Performance Tracking

• Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality.

• Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact.

Vendor & Budget Stewardship

• Support build‑vs‑buy decisions formartechand AI capabilities.

• Manage vendor evaluations, renewals, QBRs, license optimization, and value realization.

• Track program budgets, forecasts, andutilizationin partnership with Finance and Procurement.

WhatYou’llBring

• 5-8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations.

• Demonstrated success leading complex, cross‑functional programs that deliver scalablemartech, data, or AI solutions from concept through adoption.

• Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements.

• Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred).

• Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences.

• Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots.

• Proven ability to drive change management, adoption, and behavior change across large, distributed teams.

• Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments.

Why This Role Matters

This role is at the center of how Morningstar marketing evolves,connecting strategy, systems, data, and people to accelerate growth, improve alignment with sales, scale execution, and build a smarter, AI‑enabled marketing operating system.

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

$121,400.00 - 218,525.00 USD Annual

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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