Senior Product Manager - Team Lead

The Group The Workplace business unit focuses on helping individuals achieve better outcomes by working with institutional clients in the global defined contribution and workplace markets. This is a high growth area for Morningstar and houses 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. The Role We seek an enthusiastic, results-driven candidate to serve as a Senior Product Manager within the Retirement team.

In this role, you will work with business stakeholders, creative and engineering partners to create compelling, effective, and innovative online experiences that support our Fiduciary Services and Plan Advantage products. Morningstar Plan Advantage allows advisors to manage their retirement plan business through an innovative user interface. Traditional fiduciary services are offered directly to retirement plan providers to allow their retirement plan clients to offer higher quality lineups to their plan participants.

We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. This position is based in our Chicago office and follows a hybrid model with a minimum of four days onsite. We intentionally prioritize in‑person collaboration, as we’ve found it strengthens creative quality, alignment, and team momentum.

Job Responsibilities Own product strategy, roadmap, and product development lifecycle for Fiduciary Services and Plan Advantage (FS/MPA) business Lead a cross-functional & global development squad to roll out new FS/MPA products and features Partner with research, methodology and design leaders across the organization to build products that align with the goals for Retirement Plan providers, Broker Dealers and Retirement Advisors Demonstrates curiosity about Artificial Intelligence (AI) and its potential to improve product experience and client outcomes.

Develop business requirements refined and validated with customers, prioritize conflicting work, and work within an Agile software development framework.

Oversee the development and roll-out of multiple new products and features, and work with marketing, sales, and client service to execute a strategy for ongoing support Work directly with prospects and clients to create awareness and drive adoption of Morningstar Retirement software within the target segment and to advance specific client opportunities Demonstrate product capabilities to prospective clients, including functionality and methodology. May serve as an expert for Sales and Client Service and play an active role in product trial, conversion, or sunsetting/migration processes.

Partners with Client Service and Client Solutions to understand clients’ feedback on the product. Qualifications A passion for retirement planning and helping investors A minimum of six to eight years of relevant and progressive experience as a product manager Strong knowledge of product development, lifecycle and agile methodologies Ability to effectively prioritize and execute tasks in a fast-paced environment Willingness to juggle multiple different responsibilities and stakeholders to get things done.

Work with internal stakeholders and tech members on design & implementation, with clients on gathering their needs, and doing what it takes “roll up sleeve” to get innovative solutions to market. Excellent written and verbal communication skills Strong customer service focus Willingness to connect with global colleagues at off-hours Previous knowledge of the retirement industry or Workplace products would be considered a plus A bachelor’s degree is required 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 $121,400.00-186,150.00 Inclusive 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.

002\_MstarAssocLLC Morningstar Investment Management LLC Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process.

A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information.

Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant.

Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

• Bachelor’s degree and 6-8 years of progressive product management experience
• Strong knowledge of product development lifecycle and agile methodologies
• Excellent communication skills, customer service focus, and ability to manage multiple stakeholders in a fast-paced environment