Retirement Manager Engagement Platform (Data Focused)
The Group
The Retirement business unit focuses on helping individuals achieve better retirement outcomes by partnering with institutional clients in the defined contribution and workplace markets. This is a high growth area for Morningstar, supporting a diverse product suite and unique client base. By constantly evolving our solutions and solving our client's problems, we believe we are positioned well for continued future growth.
Role Overview
Morningstar seeks a Senior Product Manager to work in the Managed Accounts group. Morningstar® Retirement Manager is an online service offered by employers to help their employees save and invest in their workplace retirement accounts. We are seeking a Senior Product Manager to own engagement capabilities for our managed account platform, with a primary focus on using a third-party user engagement platform, data driven engagement across managed accounts user journeys (e.g., enrollment, advice flow completion, post enrollment engagement).
This is a data focused platform PM role, accountable for the behavioral data model, event taxonomy, segmentation logic, experimentation strategy, and measurement framework that power RM engagement. The role partners closely with managed accounts product teams, Engineering, Marketing Ops, Marketing, and Compliance to ensure engagement is orchestrated, scalable, compliant, and grounded in user behavior—not manual campaigns.
Core Responsibilities
RM Engagement Platform Ownership
- Own the engagement platform strategy for managed accounts, ensuring engagement supports product goals, outcomes, and ongoing participant engagement.
- Translate managed accounts product workflows and user states into event driven engagement opportunities (e.g., step abandonment, advice completion, enrollment milestones).
- Own the segment taxonomy and frequency capping strategy — ensuring no participant receives conflicting or redundant messages across product surfaces
- Ensure engagement logic scales across multiple recordkeepers, RIA’s and plan configurations without custom rebuilds.
Data & Analytics Ownership
- Own the managed account behavioral event taxonomy, segmentation logic, and eligibility rules in partnership with Engineering.
- Define and own canonical engagement success metrics and use event‑level data (funnels, cohorts) to prioritize improvements.
- Own KPI reporting for the engagement platform: enrollment conversion rate, time-to-enroll after nudge, cross-PM message conflicts, campaign launch velocity, and email quality metrics
- Partner with Marketing Ops to review analytics and surface actionable insights for product and leadership stakeholders
- Lead A/B testing strategy — hypothesis design, variant logic, sample sizing, and winner analysis — to continuously improve engagement outcomes
Journey Architecture & Governance
- Own engagement platform canvas and journey architecture for engagement, ensuring reusability, compliance readiness, and clear governance.
- Establish and govern a lightweight intake model so product PMs route engagement requests through this platform role.
- Set and enforce frequency and conflict‑resolution rules across managed accounts product surfaces.
- Prevent message conflicts and ensure a coherent, user-first experience as participants move between enrollment, allocation, contribution, and advisory product surfaces
Cross Functional Leadership
- Partner with Engineering on event instrumentation, data pipelines, and integrations supporting managed account engagement.
- Work with Marketing Operations, Marketing, and Compliance to enable scalable, pre‑approved engagement execution.
- Act as the single accountable owner for managed accounts engagement decisions across teams.
Platform Operations & Quality
- Own platform level quality, analytics definitions, and governance standards for managed accounts engagement.
- Ensure product or program specific branding, disclosures, and plan level content are dynamically managed (not manually configured) via connected content.
What Success Looks Like
- Managed Accounts engagement operates as a product-led, data driven platform providing a seamless cohesive engagement experience across all products.
- Product management can trigger personalized, compliant engagement without ongoing engineering dependency once instrumentation is in place.
- Engagement outcomes are measured, iterated, and improved over time.
Required Qualifications (Non‑Negotiable)
- Minimum of six years of relevant and progressive experience as a product manager with senior level ownership of a platform or shared capability
- Strong knowledge of product development, lifecycle and agile methodologies
- Ability to effectively prioritize and execute tasks in a fast-paced environment
- Excellent written and verbal communication skills
- Strong customer service focus
- Demonstrated experience as a data focused product manager who:
- Owns metrics and instrumentation
- Uses behavioral data to drive prioritization and decisions
- Hands on experience with event based or behavioral data models
- Strong analytical fluency (funnels, cohorts, experimentation)
- Strong data fluency: comfortable reading segment definitions, reviewing event schemas, and working directly with analysts and engineers on data pipeline questions without needing everything translated
- Experience managing cross-functional stakeholder relationships where you did not have direct authority — aligning engineering, marketing, compliance, and operations teams toward a shared outcome
- Track record of shipping measurable improvements to user engagement or conversion metrics
- Technical literacy with APIs, integrations, and data pipelines, enabling strong partnership with Engineering
- A bachelor’s degree is required
Nice to Have
- Experience operating in regulated or high-risk environments (retirement or financial services)
- Familiarity with Braze or similar engagement orchestration platforms
- Demonstrated experience with a modern customer engagement platform — Braze, Iterable, Salesforce Marketing Cloud, or equivalent — with hands-on involvement in campaign logic, segmentation, and journey architecture (not just stakeholder oversight)
- Experience supporting client facing discussions in complex integration environments
Total Cash Compensation Range
$121,400 to $186,150
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$121,400.00-186,150.00Inclusive of annual base salary and target incentive
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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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