Key Responsibilities

• Create client solutions and reports using microsoft power platform, dynamics 365, power automate, and power bi.
• Manage data migration and transition from legacy software to Morningstar systems.
• Maintain accurate crm records for centralized client oversight.
• Track new implementations and collaborate with internal teams for releases and bau transition.
• Lead new client onboarding, identify challenges, and define transition roadmaps.
• Deliver initial and ongoing system training to client back-office teams either face-to-face or remotely.

Experience & Attributes

• Experience with microsoft dynamics 365 is highly recommended.
• Familiarity with crm, data analysis, data migration, and financial advice processes.
• Proven technical implementation and project management skills with a continuous improvement mindset.
• Excellent verbal and written communication skills for building trusted stakeholder relationships.
• Ability to multitask, manage concurrent implementations, and negotiate complex issues.
• Self-motivated and comfortable working in an agile, consultative environment.

Morningstar is an equal opportunity employer.

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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