Offices at Morningstar

The Director, Advice Solutions leads a sales team, cultivates partnerships with financial firms, and drives investment growth strategies.

The Associate Customer Success Manager will support financial adviser clients, maximizing their product use and ensuring excellent service. Key responsibilities include client training, account strategy development, and feedback provision.

The Content Implementation Specialist manages content distribution across various platforms, analyzes performance data, and coordinates marketing collateral to enhance the Morningstar brand.