Marketing Automation Specialist

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win. At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don't all think the same way and encourage unique perspectives helps create great products and services for our clients.
About our Role
We are looking for an individual with passion for content, brand execution, and understands the impact of content distribution. In this role you will work across the business supporting the marketing, editorial, product, finance and commercial teams. You will be responsible for ensuring the smooth distribution of our content - to retail investors, reporting and providing recommendations based on data and analysis; and uploading content to relevant systems and working with the commercial team to develop monthly reconciliation reports. This role will be pivotal in ensuring that the Morningstar brand message is clearly and consistently communicated, and our partnerships remain strong .
Responsibilities:

• Creation and ongoing maintenance/provision of marketing, editorial and communications collateral to support the AU business.
• Daily loading of articles to company website, portals, social media pages and distribution of database newsletters.
• Partner with Editorial and Design to distribute and adapt video content across platforms (e.g. Instagram Reels, YouTube Shorts), ensuring platform-specific modifications, tracking and performance reporting are in place.
• Work with the Commercial Director to produce monthly reconciliation reports.
• Monitor content performance using analytics tools and regularly report on key metrics, making data-driven adjustments to the content strategy as needed.
• Co-ordinate with Ad Sales to ensure advertising client needs are appropriately considered in e-newsletters and other content placements
• Create and manage a company content calendar including case studies, reports, research, blogs, checklists, infographics, webinars, and presentations.
• Curation of weekly and monthly performance reports for external partners, and internal stakeholders across all business units.
• Collaborate with the broader marketing team to ensure a consistently high-profile and high-quality association for the Morningstar brand for newsletter, social media website, client presentations.
• Co-ordinate preparation of review and reporting materials for internal and external audiences.
• Evaluate research and customer feedback to inform effective content solutions and user journeys.
• Use style guides, checklists and resources to deliver our brand's tone of voice.
• Manage stakeholder and compliance feedback while maintaining customer friendly copy.
• Identify opportunities to improve the user journey, enhance operational efficiency, improve user engagement and reduce customer effort.
• Manage and prioritise your projects from initial requirements to approvals.
• Identifying operational issues and working with relevant teams to ensure timely resolution.

The successful candidate can showcase:

• 2 + years' experience in content marketing, end‑to‑end integrated digital marketing management, and copywriting working cross-functionally within an organisation
• Proven experience with analytics and reporting tools (Google Analytics, Excel, Looker Studio, Eloqua Insights) with the ability to turn data into actionable insights
• Proven experience with CRM tools/social media platforms & tools/marketing automation tools (Eloqua, Zapier, Buffer, Canva, Facebook, X, Instagram, YouTube) and Content Management Systems (ContentStack)
• Superior interpersonal, communication, writing, proof-reading and editing skills
• Educated to a degree level (or equivalent) with qualifications that demonstrate a keen interest in marketing and communications.
• A proactive and self-motivated attitude, with a willingness to adapt to changing priorities, drive continuous improvement and embrace continuous learning.

The role is based in Sydney and reports to the Associate Marketing Director, B2C.
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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