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 missioncritical journeys in wealth management including tax wrapper switching, investor profile management, money movements, and fees. 
 
You will be accountable for reengineering complex, highvolume processes into intuitive, selfserved, 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 endtoend the digitalisation of core, high value workflows across our Platform product. 

• Lead the shift from manual, colleagueled processes to secure, permissioned, customer selfservice experiences  leveraging authentication, rolebased 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 highervalue activity. 

• Partner with engineering, design, operations, and customer teams to deliver fronttoback solutions spanning UX, APIs, workflow orchestration, and backoffice 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 AIenabled product leader. 

• Act as the single point of product leadership for your domain, clearly communicating vision, tradeoffs, progress, and outcomes to senior stakeholders. 

What were looking for: 

• 57+ years experience as a Product Manager (or equivalent), ideally working on platform, workflow, or automationheavy 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, backoffice dependencies, and scalability constraints that define daytoday 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 endtoend journeys rather than isolated features including the confidence to challenge existing processes and reimagine them. 

• Strong fronttoback product ownership, with an understanding of how customer experiences are enabled by backend services and processes. 

• Outcomedriven mindset, with experience setting and delivering against OKRs tied to customer value, operational efficiency, and AIenabled capability improvements. 

• Excellent communication and stakeholder management skills, able to bring clarity to complex and ambiguous problem spaces. 

• Comfortable working in agile, crossfunctional teams, balancing nearterm delivery with longerterm platform evolution. 

In this role sounds aligned with your skills, experience and ambitions then wed 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.