The Advice Solutions Lead at Morningstar is responsible for managing the Adviser Software operations, coaching team members, driving client relationships, and leading strategic engagement across key accounts. The role involves overseeing the sales and implementation process, providing subject matter expertise in financial planning, and translating market needs into product ideas.

The Director/Associate Director of Manager Research leads the research team, producing high-quality reports on managed investment products, collaborating with global analyst teams, managing client relationships, and enhancing Morningstar's research profile in Australia and New Zealand.